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Strategic Finance & Treasury Specialist

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Hexa Property Management

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Location:
United States , Houston

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We are seeking a detail-oriented and analytical Strategic Finance & Treasury Specialist to drive financial forecasting, budgeting, and investment strategies. The ideal candidate will optimize cash flow, analyze financial performance, and support strategic decision-making. This role requires a strong understanding of financial modeling, risk management, and capital allocation to ensure long-term profitability and stability.

Job Responsibility:

  • Monitor and manage company cash flow to ensure liquidity for operations and investments
  • Move cash between different accounts to optimize financial efficiency and maximize returns
  • Ensure proper allocation of funds to meet business needs and strategic initiatives
  • Develop financial models for short- and long-term planning
  • Forecast revenue, expenses, and cash flow to guide business strategy
  • Conduct scenario planning and risk analysis
  • Assess market trends, investment opportunities, and expansion initiatives
  • Optimize working capital for sustainable growth
  • Guide tax-efficient investment strategies and deductions
  • Recommend suitable insurance policies for life, health, disability, and long-term care
  • Assist in minimizing tax liabilities while maximizing returns

Requirements:

  • Bachelor’s degree in Finance, Economics
  • OR 3-7 years of experience in financial planning or corporate finance
  • CFA, FPAC and FMVA preferred
  • Fluent English with solid understanding of finance terminology
  • Proven experience in remote work
  • or, if new to remote, must demonstrate high tech-savviness and a fast, adaptable learning style
  • Strong in investment analysis and strategic finance
  • Expertise in cash flow management and financial forecasting
  • Advanced Excel and financial modeling proficiency
  • Knowledge of banking operations and investment strategies
  • Experience with financial software (e.g., QuickBooks or similar)
What we offer:
  • 8 Paid Holidays
  • Paid Time Off (PTO): 16–39 days per year, based on tenure
  • Seasonal Bonus: awarded during profitable periods or successful investments
  • Unexpected Emergency Funds
  • VitalCare Medical Assistance
  • Staff Line of Credit (LOC)
  • Vehicle ownership program (SPV level & above)
  • After-life funds
  • Professional development opportunities

Additional Information:

Job Posted:
February 13, 2026

Expiration:
February 28, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Job Link Share:

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