Treasury Analyst

Job Summary 

The future is bright for Porch Group, and we’d love for you to be a part of it as our Treasury Analyst. 

Reporting to the Sr. GL Accounting Manager, the Treasury Analyst has the critical role of supporting daily treasury operations at Porch Group. High level responsibilities include daily cash positioning and forecasting, funds transfers, and bank account management. This position is responsible for accurate and timely reporting of financial transactions. This role requires experience with finance and accounting principles, regulatory requirements, and financial reporting.  

What You Will Do As A Treasury Analyst

• Support all aspects of daily treasury operations and will support at the Porch corporate level and be aligned with all Business Units. 

• Responsibilities for this role include, but is not limited to, daily cash positioning and forecasting, funds transfers, and bank account management and is in excess of $300M in transactions per year.  

• Partner with daily cash activities and related investment funds (as needed).  

• Compile and analyze financial information to meet monthly, quarterly, and fiscal year end management reporting requirements, including support for audit processes. 

• Process external and inter-company wire and ACH cash transfers 

• Partner with managing banking relationships and bank accounts, including account openings, account closing, change in services, updating signers, and all facets of the banking relationships and bank accounts. 

• Maintain online banking portal access and set-up. 

• Participate in cross-functional projects to optimize internal processes involving bank services. 

• Partner accountants in researching variances and reconciling items on bank reconciliations. 

• Review accounts for adjusted items, research and correct as needed. 

• Partner with resolving any exceptions related to wire submissions, deposit delays, and any other required resolution.  

• Other ad hoc projects. 

What You Will Bring As A Treasury Analyst

• B.S. degree in Finance, Accounting, or equivalent work experience in a corporate finance setting. 

• Minimum of 6+ years’ work experience in a corporate finance setting.  

• Treasury or cash experience. 

• Demonstrates wide-ranging experience in job function. 

• Acts independently; determines new methods and procedures on new assignments. 

• Works on significant and unique issues where analysis of situations or data requires an evaluation of intangibles. 

• Strong analytical and problem-solving capabilities - ability to analyze complex information and reach clear, concise conclusions. 

• Strong communication skills - effective at soliciting information and cooperation at all levels of the organization. 

• Strong organizational skills coupled with the ability to manage multiple projects at the same time.  

• Ability to meet deadlines while maintaining the highest standards of completeness and accuracy. 

• A collaborative, customer-centric approach with the ability to work with business units, accounting, and finance functions. 

• Shows multiple examples of achieving results/showing significant progress in changing environments. 

• Exceptional computer skills are required, proficiency in Microsoft Office Suite (Excel, Word & PowerPoint). 

• Ability to work in a dynamic, virtual environment requiring self-motivation and adaptability. 

• This role is remote but must be willing to work in PST time zone for core banking hours of 9 AM to 5 PM PST. 

• Prior NetSuite and FloQast experience a plus. 

The application window for this position is anticipated to close in 2 weeks (10 business days) from 01/29/2025. Please know this may change based on business and interviewing needs.

At this time, Porch Group does not consider applicants from the following states for remote positions: Alaska, Arkansas, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, and West Virginia.

What You Will Get As A Porch Group Team Member 

Pay Range- $84,000 - $112,000 Annually 

Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets, job-related knowledge, alignment with market and our Porch employees, as well as your geographic location.  

Additionally, you will be eligible to receive long-term incentive awards, subject to program guidelines and approvals. 

Our benefits package will provide you with comprehensive coverage for your health, life, and financial wellbeing.  

Our traditional healthcare benefits include three (3) Medical plan options, two (2) Dental plan options, and a Vision plan from which to choose.
Critical Illness, Hospital Indemnity and Accident plans are offered on a voluntary basis.
We offer pre-tax savings options including a partially employer funded Health Savings Account and employee Flexible Savings Accounts including healthcare, dependent care, and transportation savings options.
We provide company paid Basic Life and AD&D, Short and Long-Term Disability benefits. We also offer Voluntary Life and AD&D plans.
Both traditional and Roth 401(k) plans are available with a discretionary employer match.
Headspace is part of our employer paid wellbeing program and provides employees, and their families access to on demand guided meditation and mindfulness exercises, mental health coaching, clinical care and online access to confidential resources including will preparation.
Brio Health is another employer paid wellbeing tool that offers quarterly wellness challenges and prizes.
LifeBalance is a free resource to employees and their families for year-round discounts on things like gym memberships, travel, appliances, movies, pet insurance and more.
Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, identity theft program, travel assistance, and fitness and other discounts programs.

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