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Syntellis Jobs (NOW HIRING)

Mission Bank

Treasury Intern

San Luis Obispo, CA

$16.25 - $21.50/hr

The Treasury Inten will assist with development of automated reports in Syntellis Axiom, including but not limited to behavioral analysis of loans and deposits over time including correlation to ...

Mission Bank

Treasury Intern

San Luis Obispo, CA · On-site

$20/hr

The Treasury Inten will assist with development of automated reports in Syntellis Axiom, including but not limited to behavioral analysis of loans and deposits over time including correlation to ...

Mission Bank

Treasury Intern

San Luis Obispo, CA

$20/hr

The Treasury Inten will assist with development of automated reports in Syntellis Axiom, including but not limited to behavioral analysis of loans and deposits over time including correlation to ...

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Syntellis information

What are some common challenges faced by Syntellis consultants during client implementations?

Syntellis consultants often encounter challenges such as managing complex data integrations from multiple client systems, aligning stakeholder expectations, and adapting to unique organizational workflows. Effective communication and strong project management skills are essential for navigating tight deadlines and ensuring successful adoption of Syntellis solutions. Consultants also regularly collaborate with cross-functional teams, requiring flexibility and a proactive approach to problem-solving.

What are Syntellis and what do they do?

Syntellis is a company that specializes in providing enterprise performance management software and data solutions, primarily for healthcare, higher education, and financial institutions. Their products help organizations manage data, analyze financial performance, and make strategic decisions using advanced analytics and reporting tools. Syntellis' solutions are designed to improve budgeting, forecasting, and operational efficiency, allowing organizations to respond more effectively to changing market conditions.

What are the key skills and qualifications needed to thrive as a Syntellis Solutions Consultant, and why are they important?

To excel as a Syntellis Solutions Consultant, you need expertise in financial planning, data analysis, and healthcare or higher education operations, often supported by a degree in business, finance, or a related field. Familiarity with Syntellis Performance Solutions (such as Axiom Software), ERP systems, and data visualization tools is typically required. Strong communication, problem-solving, and project management skills help consultants effectively guide clients through system implementations and process improvements. These competencies are crucial for delivering value to clients, ensuring successful technology adoption, and enhancing organizational performance.

What is the difference between Syntellis vs Financial Analyst?

AspectSyntellisFinancial Analyst
Primary RoleSoftware provider specializing in financial planning and analytics solutionsProfessional responsible for analyzing financial data, preparing reports, and supporting decision-making
Required CredentialsTypically no specific credentials; familiarity with financial software and data analysisBachelor's degree in finance, accounting, or related field; certifications like CFA are common
Work EnvironmentSoftware company, often in office or remote settingsCorporate finance departments, consulting firms, or investment firms
Industry UsageUsed by finance teams to implement and manage financial software solutionsEmployed directly in finance roles to analyze and interpret financial data

While Syntellis focuses on providing financial software solutions, a Financial Analyst is a professional role that involves analyzing financial data. Both are connected through finance but serve different functions within the industry.

Infographic showing various Syntellis job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.
Treasury Intern

Treasury Intern

Mission Bank

San Luis Obispo, CA

$16.25 - $21.50/hr

Other

Posted 20 days ago

Job description

We are seeking an intern to join our Treasury team this summer! Apply today to gain hands-on experience in banking operations! The Treasury Inten will assist with development of automated reports in Syntellis Axiom, including but not limited to behavioral analysis of loans and deposits over time including correlation to market interest rates. Additionally, the Treasury Intern will support the Senior Treasury Analyst gaining exposure to some regulatory reporting such as the FR2900.

Responsibilities include, but not limited to:

  • Use S&P Capital IQ or other market data source to systematically bring in historical market rates to various systems.
  • Assist with creation of Beta/Decay in Axiom leading to running/automated reporting.
  • Assist with leveraging market interest rates by incorporating into loan prepayment study.
  • Assist with creation of Bloomberg Templates for prepurchase analysis of bonds.
  • Assist with creating near real time liquidity reporting.

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