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Root Insurance is working to simplify necessary and everyday insurance processes using data, technology, and rapid innovation. The company offers a range of insurance coverage as p
Treasury Manager
Location
United States
Posted
68 days ago
Salary
$95K - $125K / year
Seniority
Lead
Job Description
Treasury Manager
Root Insurance
The Opportunity Root is seeking a Treasury Manager to own and modernize our treasury operations. This role is responsible for liquidity management, banking relationships, investment operations, and treasury controls. You will lead the execution of day-to-day treasury activities while architecting scalable systems and automation to support Root’s continued growth. This is a high-impact role requiring strong operational discipline, technical capability, and a builder’s mindset. You will collaborate cross-functionally across Finance, FP&A, Accounting, and external partners including banks, investment managers, and auditors. The Treasury Manager reports directly to the Treasurer. Salary Range: $95,000 - $125,000 (STI & LTI Eligible) Root is a “work where it works best” company. Meaning we will support you working in whatever location that works best for you across the US. We will continue to have our headquarters in Columbus and offices in other locations to give more flexibility and more choice about how we live and work. How You Will Make an Impact - Own daily cash positioning and liquidity management across legal entities, ensuring optimal capital deployment and regulatory compliance. - Lead the digital transformation of treasury operations through automation of cash reporting, forecasting, and banking workflows. - Design and implement dynamic, data-driven cash forecasting models that improve visibility and decision-making. - Develop treasury reporting and dashboards to provide leadership with clear insights into liquidity, capital position, and risk metrics. - Support investment operations and play an active role in investment portfolio oversight, partnering with external managers to evaluate performance, optimize liquidity, and align asset strategy with capital, regulatory, and asset-liability objectives. - Manage lending relationships, debt compliance, and covenant reporting. - Establish and continuously improve treasury policies, controls, and operating procedures aligned with SOX and insurance regulatory requirements. - Strengthen banking partnerships and evaluate new tools and structures to enhance efficiency. - Partner with Accounting and FP&A to ensure accurate reporting, forecasting alignment, and liquidity planning. What You Will Need to Succeed - 4+ years of progressive experience in treasury, banking, or corporate finance. - Experience in regulated environments (public company, financial services, or insurance). - Strong knowledge of liquidity management, cash forecasting, banking operations, and financial controls. - Advanced proficiency in Excel/Google Sheets. - Experience implementing treasury automation or systems improvements. - Familiarity with Treasury Management Systems (TMS), ERP systems, or BI tools. - Exposure to debt compliance and covenant reporting. As part of Root's interview process, we kindly ask that all candidates be on camera for virtual interviews. This helps us create a more personal and engaging experience for both you and our interviewers. Being on camera is a standard requirement for our process and part of how we assess fit and communication style, so we do require it to move forward with any applicant's candidacy. If you have any concerns, feel free to let us know once you are contacted. We’re happy to talk it through. Please see our Privacy Notice available HERE for more information on how we process your personal data. Consistent with the Americans with Disabilities Act (ADA) and the Civil Rights Act of 1964, it is the policy of Root to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for Root. The policy regarding requests for reasonable accommodation applies to all aspects of the hiring process. If reasonable accommodation is needed, please contact recruiting@joinroot.com
Job Requirements
- 4+ years of progressive experience in treasury, banking, or corporate finance.
- Experience in regulated environments (public company, financial services, or insurance).
- Strong knowledge of liquidity management, cash forecasting, banking operations, and financial controls.
- Advanced proficiency in Excel/Google Sheets.
- Experience implementing treasury automation or systems improvements.
- Familiarity with Treasury Management Systems (TMS), ERP systems, or BI tools.
- Exposure to debt compliance and covenant reporting.
- As part of Root's interview process, we kindly ask that all candidates be on camera for virtual interviews. This helps us create a more personal and engaging experience for both you and our interviewers.
- Being on camera is a standard requirement for our process and part of how we assess fit and communication style.
- If you have any concerns, feel free to let us know once you are contacted. We’re happy to talk it through.
Benefits
- Root is a “work where it works best” company, supporting you working in whatever location that works best for you across the US.
- Headquarters in Columbus and offices in other locations to provide flexibility and choice about how we live and work.
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