Patriot Growth Insurance Services, LLC · 16 hours ago
Treasury Manager (Remote)
United States
Full-time
Remote
Senior Level, Lead/Staff
$110K/yr - $120K/yr
8+ years expPatriot Growth Insurance Services is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. The Treasury Manager oversees day-to-day and period-end treasury activities, including cash flow forecasting and liquidity management, while collaborating with various departments to ensure efficient use of company cash assets.
Employee BenefitsInsuranceProperty Insurance
Responsibilities
Manage daily, short-term, and long-term cash forecasting and liquidity needs
Oversee cash management operations and support daily settlement and close activities
Maintain and strengthen relationships with banks, lenders, and financial partners
Support bank account setup, maintenance, documentation (KYC/AML), and system access controls
Implement treasury projects, banking tools, and technologies to improve efficiency
Assist with bank fee analysis, negotiations, and risk assessments
Provide treasury support for M&A activities and internal stakeholders as needed
Prepare and present cash and liquidity reports to senior leadership
Ensure compliance with financial policies, controls, and audit requirements
Support financial risk management initiatives, including liquidity and banking risk
Collaborate with Finance, Legal, Accounting, IT, and Operations on treasury-related matters
Provide guidance and oversight to the Treasury Cash Manager
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration, or related field (preferred)
8-10+ years of experience in Treasury, Banking, or Cash Management
Strong knowledge of cash management products, payment systems, and banking operations
Experience with treasury systems, ERPs, and financial technology platforms
Familiarity with U.S. and international payment processes
Strong analytical, organizational, and communication skills
Benefits
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company Paid Short-Term Disability, Long-Term Disability and Group Term Life
Company Paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)
Company
Patriot Growth Insurance Services, LLC
Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$500MKey Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing
Leadership Team
J
Jeff Wood
SVP, Premier Client Practice Leader
Ian Larson
President, Individual Health
Recent News
2026-01-07
2025-12-16
Company data provided by crunchbase