About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: The Treasury Manager oversees day-to-day and period-end treasury activities, including cash flow forecasting, banking relationships, and liquidity management. This role partners closely with the VP of Treasury to support treasury strategy, improve cash management processes, and ensure the protection and efficient use of company cash assets.

Work Location: This is a full-time, fully remote position.

Professional 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.

Qualifications and Requirements:

• 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.

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• 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)

Salary Range: A starting base salary in the $110,000 - $120,000 range, depending on the candidate’s experience.

*A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy: Patriot's EEO and DEI Policy.