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Treasury Analyst II

Date: Nov 24, 2021

Location: Erie, PA, US, 16530

Company: Erie Insurance

Division or Field Office:

Office Of The President

Department of Position: Treasury Department 

Work from:

Corporate Office Erie, PA


At Erie Insurance, you’re not just part of a Fortune 500 company; you’re also a valued member of a diverse and inclusive team that includes more than 5,000 employees and over 2,200 independent agencies.  Our Employees work in the Home Office complex located in Erie, PA, and in our Field Offices that span 12 states and the District of Columbia.  To attract and retain the best talent, we reward our team members with competitive salaries and a very generous benefits package.


Position Summary

Applies an understanding to assist with or manage core aspects of the Treasury Department’s financial and operational activities. Independently or through collaboration with other areas, establishes new or enhances existing business processes under limited supervision. May perform duties in one or more of the following disciplines:  strategic and operational, capital management, cash management, middle office, treasury accounting and reporting, research and analytics, treasury system administration, and/or strategic project management.



  • Candidates with a CPA are preferred.
  • Knowledge of state Sales and Use tax requirements is preferred.
  • The Hiring Manager will also consider candidates for Treasury Analyst I . Level of position offered will be based upon the depth and breadth of selected candidate’s experience and qualifications.  

Duties and Responsibilities

Assists with or leads core aspects of treasury processes, performs analysis and provides recommendations and reports to leaders or higher level peers.


Conducts research, generates comparisons, draws conclusions, makes recommendations and validates solutions in support of Treasury objectives.


Serves as subject matter expert for systems or process enhancements. Acts as a liaison to ERIE business divisions and collaborates on projects.  Provides feedback.


Collaborates across multiple teams on identifying and recommending solutions to improve business processes.


Participates in system upgrades, process enhancements and the execution and implementation of solutions.


Effectively communicates with internal and external stakeholders.


Maintains process manuals and business continuity plans.


Mentors and coordinates testing and training others in area of expertise, systems changes or enhancements, as required.


Provides backup for daily treasury activities when necessary.


Completes special projects as assigned.


The first three duties listed are the functions identified as essential to the job. Essential functions are those job duties that must be performed in order for the job to be accomplished.

This position description in no way states or implies that these are the only duties to be performed by the incumbent. Employees are required to follow any other job-related instruction and to perform any other duties as requested by their supervisor, or as become evident.


Ability To Learn And Follow Procedures
Ability to Manage Complexity
Decision Making
Developing And Maintaining Relationships
Information Management Skills
Interpersonal Communication
Job-Specific Knowledge
Planning And Organizing
Presentation Skills
Problem Analysis
Service Orientation
Time Management


Bachelor’s degree in business, finance, accounting or related field and three years’ experience in corporate finance, treasury or related financial experience, required; or


Associate’s degree business, finance, accounting or related field and five years’ experience in corporate finance, treasury or related financial experience, required; or


High school diploma or GED and seven years’ experience in corporate finance, treasury or related financial experience, required.


Certified Treasury Professional designation preferred.  Experience in the insurance industry preferred. 

Physical Requirements

Lifting 0-20 lbs; Occasional (<20%)
Lifting 20-50 lbs; Occasional (<20%)
Lifting Over 50 lbs; Occasional (<20%)
Driving; Rarely
Pushing/Pulling; Occasional (<20%)
Manual Keying/Data Entry; Frequent (50-80%)
Climbing; Rarely

Nearest Major Market: Erie