Treasury Manager

Investment Solutions Group; Costa Mesa (CA); On-site; USD 149,000 - 210,000; Full time

Benefits offered by this job

Unlimited PTO

Mentorship

Job summary

Investment Solutions Group in Costa Mesa, CA is seeking a Treasury Manager with 6+ years of experience to own forecasting, run risk analyses, and oversee tax provisions and related footnotes. The role offers a fast-paced environment, mentorship, and growth opportunities.

Compensation starts at $149,000–$210,000 annually, plus unlimited PTO and a manager dedicated to your professional development. This full-time position is open now and invites resumes from qualified candidates.

Qualifications

• 6+ years of treasury/finance experience required.
• Ability to surface risk and manage multiple priorities.
• Comfort with fast-paced environment and detailed analysis.
• Strong communication with non-finance leaders.

Responsibilities

• Translate dashboards into plain language for non-finance leaders.
• Model the runway to forecast next funding date.
• Draft tax memos clearly for legal approval.
• Own the tax provision and explanatory footnotes.
• Maintain CA property-tax filings ahead of deadlines.

Skills

Treasury experience

Forecast modeling

Risk assessment

Time management

Job description

Behind every confident Investment Solutions Group forecast is a Treasury Manager who stress-tested the assumptions first. Put your 6 years of experience to work in a $149,000 - $210,000 role with ownership, mentorship, and room to grow.

Key Responsibilities

• Translate Written Communication dashboards into plain language for non-finance leaders
• Model the runway so Investment Solutions Group always knows its next funding date
• Draft tax memos clear enough that legal signs without rewrites
• Own the tax provision and the footnotes that explain it
• Keep the CA property-tax filings ahead of every assessor deadline

What You'll Bring

• The reflex to surface risk before it surfaces itself
• Strong time-management skills and a bias toward action
• Demonstrated ability to manage competing priorities under tight deadlines
• Real curiosity about why Investment Solutions Group customers do what they do
• Comfort with an Investment Solutions Group pace that rarely sits still

The reputation Investment Solutions Group enjoys across CA wasn't bought; the purpose-soaked Costa Mesa team earned it one finance project at a time. We celebrate Collaboration craftsmanship and hold ourselves to a high bar on the details that matter.

The compensation here starts at $149,000 - $210,000, paired with unlimited PTO and a manager committed to your professional growth.

We refreshed it today so candidates know the full-time role is genuinely open.

If this sounds like the right fit, we would love to receive your resume.