Treasury and Tax Analyst
Full Job Posting
What you'll do:
Treasury and financing: Prepare cash, liquidity, investment, and banking analyses; maintain debt, letter-of-credit, financing, and counterparty trackers
Banking operations: Support account administration, KYC, documentation, payment-control evidence, and bank or counterparty follow-up
Equity administration: Support Carta and cap-table data, reconciliations, documentation, and employee or investor requests
Investor support and compliance: Prepare diligence packages, recurring compliance deliverables, obligation calendars, and supporting records with Accounting, Legal, FP&A, Investor Relations, and advisors
Tax workstreams: Support the year-end provision, R&D credit, energy tax credits, tax calendars and data requests, and ARC/global-tax planning analyses
Process and controls: Document procedures, maintain control evidence, reconcile data, identify gaps, and recommend practical improvements and backup coverage
Own assigned outcomes: Plan the work, coordinate inputs, meet deadlines, and close the loop rather than waiting for repeated follow-up
Communicate proactively: Provide concise status, risk, recommendation, owner, timing, and specific ask
Collaborate across functions: Build productive working relationships without relying on authority; handle sensitive information with sound judgment
What we’re looking for:
Bachelor’s degree in Accounting, Finance, Economics, or a related field
Active CPA required
5+ years experience in treasury, accounting, tax, corporate finance, banking operations, audit, or another controlled environment
Strong Excel and analytical skills; disciplined attention to detail; clear communication; ability to translate data into conclusions, coordinate inputs, manage deadlines, and handle sensitive information with sound judgment. Preferred: Broad curiosity and interest in developing deeper expertise in treasury or tax
Bonus points for:
Experience with ERP, Carta, treasury or banking platform, or high-growth company experience
Must-have Requirements:
Perform extended activities such as typing, standing, sitting, walking, etc.
Occasional nights/weekends/on-call may be required during payroll processing, month-end close, audit, compliance deadlines, system issues, or urgent operational escalations.
Work in a facility that contains industrial hazards including heat, cold, noise, fumes, strong magnets, lead (Pb), high voltage, high current, pressure systems, and cryogenics
Additional information
#LI-Hybrid
At CFS, we excel in fast-paced environments, driven by our values of integrity, execution, impact, and self-critique. As we grow, we’re eager to bring on mission-driven folks who offer diverse perspectives and fresh ways to tackle challenges.
We value diversity deeply and are proud to be an equal opportunity employer by choice. We consider all qualified applicants equally, regardless of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law.
This role requires compliance with U.S. laws concerning the export of controlled or protected technologies or information (collectively, “Export Control Laws"). Any offer of employment will be contingent on the need for compliance with such Export Control Laws.
Qualifications
- Bachelor’s degree in Accounting, Finance, Economics, or a related field
- Active CPA required
- 5+ years experience in treasury, accounting, tax, corporate finance, banking operations, audit, or another controlled environment
- Experience with ERP, Carta, treasury or banking platform, or high-growth company experience
- Perform extended activities such as typing, standing, sitting, walking, etc.
- Occasional nights/weekends/on-call may be required during payroll processing, month-end close, audit, compliance deadlines, system issues, or urgent operational escalations.
- Work in a facility that contains industrial hazards including heat, cold, noise, fumes, strong magnets, lead (Pb), high voltage, high current, pressure systems, and cryogenics
- Additional information
- At CFS, we excel in fast-paced environments, driven by our values of integrity, execution, impact, and self-critique. As we grow, we’re eager to bring on mission-driven folks who offer diverse perspectives and fresh ways to tackle challenges.
- We value diversity deeply and are proud to be an equal opportunity employer by choice. We consider all qualified applicants equally, regardless of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law.
- This role requires compliance with U.S. laws concerning the export of controlled or protected technologies or information (collectively, “Export Control Laws"). Any offer of employment will be contingent on the need for compliance with such Export Control Laws.
Preferred Qualifications
- Strong Excel and analytical skills; disciplined attention to detail; clear communication; ability to translate data into conclusions, coordinate inputs, manage deadlines, and handle sensitive information with sound judgment. Preferred: Broad curiosity and interest in developing deeper expertise in treasury or tax
Responsibilities
- Treasury and financing: Prepare cash, liquidity, investment, and banking analyses; maintain debt, letter-of-credit, financing, and counterparty trackers
- Banking operations: Support account administration, KYC, documentation, payment-control evidence, and bank or counterparty follow-up
- Equity administration: Support Carta and cap-table data, reconciliations, documentation, and employee or investor requests
- Investor support and compliance: Prepare diligence packages, recurring compliance deliverables, obligation calendars, and supporting records with Accounting, Legal, FP&A, Investor Relations, and advisors
- Tax workstreams: Support the year-end provision, R&D credit, energy tax credits, tax calendars and data requests, and ARC/global-tax planning analyses
- Process and controls: Document procedures, maintain control evidence, reconcile data, identify gaps, and recommend practical improvements and backup coverage
- Own assigned outcomes: Plan the work, coordinate inputs, meet deadlines, and close the loop rather than waiting for repeated follow-up
- Communicate proactively: Provide concise status, risk, recommendation, owner, timing, and specific ask
- Collaborate across functions: Build productive working relationships without relying on authority; handle sensitive information with sound judgment
About Cfsenergy
Private fusion-energy company developing high-temperature-superconducting tokamaks and commercial fusion power plants for electricity markets worldwide.
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