Treasury Cash Manager (Remote) in Fort Washington, Pennsylvania at Patriot Growth Insurance Services

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: We are seeking a detail-oriented Treasury Cash Manager to support daily cash operations, liquidity management, and treasury activities across the organization. This role is responsible for cash positioning, forecasting, payment execution, and banking system administration, while supporting M&A settlement activities and process improvements. The ideal candidate is analytical, highly organized, and able to operate effectively in a fast-paced, high-growth environment. This position plays a key role in ensuring accurate cash visibility, strong controls, and efficient treasury operations.

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

Professional Responsibilities:

• Manage daily cash positioning, including monitoring liquidity, executing cash concentration transactions, and preparing cash position reports.
• Perform cash reconciliations, investigate variances, and ensure accuracy across all treasury activities.
• Initiate and process ACH and wire transactions to support funding needs, payment obligations, and strategic cash movements.
• Develop and maintain short-term cash forecasts to support operational planning and investment decisions.
• Support debt service, investment activity, and other treasury transactions as directed.
• Administer banking platforms, including user access, security controls, account maintenance, and system updates.
• Support bank account onboarding and maintain accurate documentation and controls across treasury systems.
• Partner on M&A activities by coordinating funding, executing settlement transactions, and supporting post-close banking integration.
• Prepare and distribute treasury reports, maintain transaction audit trails, and support journal entries and month-end close processes.
• Contribute to treasury and finance initiatives focused on process improvement, automation, and operational efficiency.

Qualifications and Requirements:

• 5+ years of experience in treasury, banking, or cash management roles.
• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• Strong understanding of cash flow forecasting, liquidity management, and financial reporting.
• Experience with banking platforms, treasury systems, and financial software; proficiency in Microsoft Office Suite, particularly Excel.
• Knowledge of U.S. payment processes, including ACH, wires, and cash management products.
• Ability to analyze financial data, identify discrepancies, and support decision-making.
• Strong organizational, problem-solving, and communication skills.
• Proven ability to collaborate effectively with cross-functional teams and maintain confidentiality of sensitive information.

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) with employer match

Pay Range: $90,000 - $110,000 per year depending on 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 located on our website at www.patriotgis.com.