Treasury Systems Analyst

Primoris Services Corporation
  • Irvine, California
    3 days ago

    Job Description

    Job Overview:

    Primoris Services Corporation is seeking a Treasury Systems Analyst to support the continued evolution of our Treasury Operations technology environment. This role serves as the bridge between Treasury, Finance, Accounting, IT, and banking partners, helping to optimize treasury systems, streamline workflows, automate manual processes, and improve reporting capabilities.


    The Treasury Systems Analyst will lead initiatives involving Kyriba, Smartsheet, ServiceNow, Power BI, OneStream, banking portals, and related financial systems. This position will be responsible for identifying process improvement opportunities, managing system enhancements, supporting integrations, and driving automation initiatives that improve operating efficiency, internal controls, and user experience across treasury operations.


    Key Responsibilities:


    Treasury Systems Administration


    • Administer and support treasury technology platforms, including Kyriba and related banking systems.
    • Maintain system configurations, user access, payment workflows, bank connectivity, reporting structures, and reconciliation processes.
    • Troubleshoot production issues and coordinate resolutions with IT, vendors, and banking partners.

    Process Automation & Workflow Development

    • Design, develop, and implement workflow automation solutions using platforms such as Smartsheet, ServiceNow, and Microsoft tools.
    • Automate treasury processes including payment requests, stop payment requests, signatory updates, bank access requests, and fraud tracking activities.
    • Identify opportunities to reduce manual effort and improve process controls.

    Data Integration & System Enhancements


    • Support API integrations and data flows between Kyriba, ERP systems, banking platforms, and financial reporting solutions.
    • Partner with technical resources to implement and maintain integrations and automated data exchange processes.
    • Assist with system upgrades, testing, documentation, and deployment activities.

    Reporting & Analytics


    • Develop and maintain Power BI dashboards and treasury reporting solutions.
    • Create and distribute operational, payment, banking, cash management, and reconciliation reporting.
    • Support OneStream reporting and other financial reporting initiatives as needed.

    Treasury Process Improvement


    • Analyze existing treasury operations and identify opportunities for optimization and control enhancements.
    • Partner with Treasury leadership to prioritize projects and develop technology roadmaps.
    • Support end-to-end reconciliation improvement initiatives and documentation efforts.

    Governance, Testing & User Support


    • Provide end-user support and training for treasury applications and workflows.
    • Maintain process documentation, testing scripts, and user procedures.
    • Support audit requests and ensure alignment with company policies and internal controls.

    Required Qualifications:

    • Bachelor's degree in Finance, Accounting, Information Systems, Computer Science, Business Analytics, or a related discipline.
    • 3+ years of experience supporting financial systems, treasury operations, business systems analysis, process automation, or related functions.
    • Experience working with treasury management systems (Kyriba preferred).
    • Experience with reporting and analytics tools such as Power BI.
    • Knowledge of financial integrations, APIs, database concepts, and process automation technologies.
    • Strong analytical, troubleshooting, and problem-solving skills.
    • Excellent communication skills with the ability to collaborate across Treasury, Finance, Accounting, and IT teams.

    Preferred Qualifications:


    • Direct experience with Kyriba Treasury Management System.
    • Experience with Smartsheet, ServiceNow, OneStream, Alteryx, SQL, or similar platforms.
    • Understanding of treasury operations, payment processing, cash positioning, bank account administration, fraud prevention controls, and reconciliations.
    • Experience supporting banking portal administration and user access governance.
    • Project management or business process improvement experience.
    • Certified Treasury Professional (CTP), Certified Business Analysis Professional (CBAP), or related certification preferred.

    Knowledge, Skills & Abilities:


    • Strong understanding of treasury operations and financial controls.
    • Ability to translate business requirements into technical solutions.
    • Experience gathering requirements, documenting processes, and managing testing activities.
    • Advanced Microsoft Excel skills.
    • Ability to manage multiple projects and priorities simultaneously.
    • Demonstrated mindset for continuous improvement and operational excellence.

    Compensation Range: $96,000 - $153,000 annually, depending upon experience.


    #LI-RM2

    Company Overview:

    Primoris Services Corporation is a premier specialty contractor providing critical infrastructure services to the utility, energy, and renewables markets throughout the United States and Canada. Built on a foundation of trust, we deliver a range of engineering, construction, and maintenance services that power, connect, and enhance society. On projects spanning utility-scale solar, renewables, power delivery, communications, and transportation infrastructure, we offer unmatched value to our clients, a safe and entrepreneurial culture to our employees, and innovation and excellence to our communities. To learn more, visit www.prim.com and follow us on social media at @PrimorisServicesCorporation.

    Benefits:

    • 401k w/employer match

    • Health/Dental/Vision insurance plans

    • Paid time off

    • 10 paid holidays

    • Stock purchase plan

    EEO Statement

    We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

    Agency Statement

    We are not accepting resumes from Third Party Recruiting Firms for this position. If you are an Agency or Search firm representative, contact the Primoris Talent Acquisition Manager directly for consideration. Primoris or its subsidiaries will not be responsible for any fees arising from the use of resumes and online response forms through this source. In addition, Primoris or its subsidiaries will not be responsible for any fees on unsolicited resumes that are submitted to any member of the Staffing or Operations team. Primoris has established an approved vendor program for this service and will only consider accepting submissions from those approved firms. For consideration in becoming an approved vendor, contact HR.

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    Numbers & Facts

    LocationIrvine, California

    Skills

    • Accountingunmatched
    • Acquisitions Managementunmatched
    • Alternative Energyunmatched
    • Analysis Skillsunmatched
    • Application Programming Interface (API)unmatched
    • Automationunmatched
    • Bank Managementunmatched
    • Banking Servicesunmatched
    • Bookkeepingunmatched
    • Business Analysisunmatched
    • Business Process Managementunmatched
    • Business Skillsunmatched
    • Business Solutionsunmatched
    • Cash Managementunmatched
    • Communication Skillsunmatched
    • Computer Scienceunmatched
    • Constructionunmatched
    • Construction Engineeringunmatched
    • Continuous Improvementunmatched
    • Corporate Policiesunmatched
    • Database Technologyunmatched
    • Dental Insuranceunmatched
    • Documentationunmatched
    • ERP (Enterprise Resource Planning)unmatched
    • Energy & Utilitiesunmatched
    • Entrepreneurshipunmatched
    • Establish Prioritiesunmatched
    • Financeunmatched
    • Financial Controlunmatched
    • Financial Operationsunmatched
    • Financial Reportingunmatched
    • Financial Systemsunmatched
    • Identify Issuesunmatched
    • Information Technology & Information Systemsunmatched
    • Leadershipunmatched
    • Maintenance Servicesunmatched
    • Microsoft Excelunmatched
    • Microsoft Product Familyunmatched
    • Multitaskingunmatched
    • Operational Auditunmatched
    • Operational Improvementunmatched
    • Payment Processingunmatched
    • Power BIunmatched
    • Problem Solving Skillsunmatched
    • Process Control Engineeringunmatched
    • Process Developmentunmatched
    • Process Improvementunmatched
    • Project/Program Managementunmatched
    • Reconciliationunmatched
    • Reporting Dashboardsunmatched
    • Reporting Skillsunmatched
    • Requirements Managementunmatched
    • SQL (Structured Query Language)unmatched
    • ServiceNowunmatched
    • Social Mediaunmatched
    • Stock Purchase Plansunmatched
    • System Testunmatched
    • Systems Administration/Managementunmatched
    • Systems Analysisunmatched
    • Systems Maintenanceunmatched
    • Talent Managementunmatched
    • Team Playerunmatched
    • Technical Operationsunmatched
    • Technical Supportunmatched
    • Treasuryunmatched
    • Treasury Managementunmatched
    • User Interface/Experience (UI/UX)unmatched
    • Vision Planunmatched

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