Treasury Analyst at Neighborly® in Irving, TX | Kablio
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Treasury Analyst
Neighborly®
Largest home‑services franchisor delivering repair, maintenance & enhancement across 30+ brands.
Manage treasury ops, cash forecasting, reconciliations, and lender reporting.
8 days ago ago
Junior (1-3 years)
Full Time
Irving, TX
Office Full-Time
Company Size
- Employees
Service Specialisms
Restoration services
Cleaning services
Plumbing services
Interior painting
Exterior painting
Glass replacement
Household appliance repair
Sector Specialisms
Plumbing
Pest Control
Restoration
Electrical
Cleaning
HVAC
Home Inspection
Role
Description
cash reconciliation
lender reporting
treasury systems
transaction review
process automation
issue resolution
Perform bank and general ledger reconciliations.
Manage all Lender reporting and compliance submittals (weekly, monthly, quarterly).
Control accurate cash reconciliation and ensure correct balances are entered into the daily cash forecast.
Support enhancements and projects as they relate to Treasury Operations, Treasury systems, process workflow tools, etc.
Conduct daily reviews and entries of cash transactions to maintain accurate balances in the accounting system for all assigned bank accounts.
Improve accuracy by developing and streamlining processes through the analysis of recurring data tasks.
Identify, troubleshoot and follow through to resolve any problems, errors, unusual items, or discrepancies related to cash transactions.
Requirements
hybrid
microsoft office
excel
great plains
erp
Hybrid working model required; Monday-Wednesday in office (Irving, TX or Waco, TX) Thursday/Friday from home.
Advanced in Microsoft Office and Excel
Working Knowledge in Great Plains or any ERP systems using the Financial modules
Benefits
Perks: Paid time off, Paid holidays, Recess breaks, wellness programs
Financial Benefits: Equity and annual bonus opportunities
Competitive Pay: Commensurate with experience
Training + Development
Information not given or found
Interview process
Information not given or found
Visa Sponsorship
Information not given or found
Security clearance
Information not given or found
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Company
Overview
30+ Brands
Globally Operated
The company operates 30+ brands across six countries, showcasing its extensive global presence.
5,500 Franchises
System-Wide Network
The company has grown to manage over 5,500 franchises worldwide, marking significant expansion.
$4B Sales
Annual Revenue
In 2023, the company surpassed $4 billion in system-wide sales, highlighting strong financial performance.
7 #1 Brands
Top-Ranked Franchises
Seven of its brands, including Mr. Rooter and Glass Doctor, ranked #1 in Entrepreneur’s 2025 Franchise 500.
The company rebranded to Neighborly® to reflect its spirit of local service and community focus.
Local teams handle a wide range of home services, including HVAC, plumbing, electrical, landscaping, and handyman work.
The franchise model supports owners with training, marketing tools, and a commitment to quality service.
Major private-equity investment at the franchisee level in 2023 underscores confidence in its decentralized approach.
The acquisition of Lawn Pride expanded its services to include fertilization and weed control.
The company emphasizes a local, community-based approach, with every job performed by experts in the neighborhood.
Culture + Values
Treating others as they would like to be treated.
Listening with the intent to understand what is being said and acknowledging that what is said is important to the speaker.
Responding in a timely fashion.
Speaking calmly and respectfully, without profanity or sarcasm.
Acknowledging everyone as right from their own perspective.
Making only agreements that one is willing, able, and intends to keep.
Communicating any potentially broken agreements at the first appropriate opportunity to all parties concerned.
Looking to the system for correction and proposing all possible solutions if something is not working.
Operating in a responsible manner: "Above the line…"
Communicating honestly and with purpose.
Asking clarifying questions if one disagrees or does not understand.
Never saying anything about anyone that one would not say to him or her.
Continuously striving to maximize internal and external customer loyalty.
Making one's best effort to understand and appreciate the customers' needs in every situation.
Having Fun in the Process
Environment + Sustainability
No public statements or detailed data on environmental, sustainability, or net-zero initiatives were found on official sources.
No net zero target date or quantitative sustainability goals/results were identified in publicly available documents.
Inclusion & Diversity
No publicly disclosed DEI strategy or gender-related statistics were found on official Neighborly® web or LinkedIn pages.
Unable to locate any data-driven outcomes or targets related to diversity, equity, or inclusion.
Articles
Chief Growth Officer appointment (Feb 2025)
Chief Financial Officer appointment (May 2025)
Careers at Neighborly®