Teams at Porch Group

Support daily treasury operations including cash positioning, wire/ACH payments, bank reconciliations, corporate card administration, treasury reporting, account maintenance, audit support, and treasury projects while partnering with AP, Accounting, and business stakeholders, including India banking operations.

Own monthly close package assembly, load and validate financial data in SmartView/Hyperion, use AI tools to streamline reporting, identify process improvements, communicate close status and risks, and support additional financial analysis and reporting.

Own creation, versioning, and distribution of agent-facing insurance marketing collateral. Coordinate with sales, product, legal, and underwriting to ensure materials are accurate, compliant, and on-brand. Manage requests, stakeholder reviews, agent engagement, and maintain marketing libraries and project timelines.