Description
We are a small, close-knit health insurance office dedicated to providing quality healthcare coverage to our clients. With a focus on personalized service and a commitment to improving the well-being of our community, we are looking to expand our team with an Entry-Level Treasury Analyst
Position Overview:
As an Entry-Level Treasury Analyst, you will play a crucial role in supporting the financial operations of our health insurance office. This is an excellent opportunity for a motivated individual who is passionate about finance and eager to contribute to a collaborative and tight-knit team.
Key Responsibilities:
Prepare weekly customer claims funding requests
Run and reconcile reports from claim processing platform
Calculate weekly funding amounts based on funding arrangement specific to each individual customer
Draft claims funding notification emails to customers
Complete daily reconciliations of customer draw accounts; and research & resolve unreconciled transactions
Complete monthly administration updates to customer draw accounts
Respond to customer inquiries regarding claim funding
Support Billing department by drafting “upon approval”, “check payment” and “auto pull” funding email requests for customer administration invoices
Track details of customer claims funding by division
Identify and process check void / reissues
Process returned mail and track uncleared checks
Maintain current customer contact information in source systems
Improvement of finance processes, procedures, and documentation
Assist with other accounting projects as needed.
Requirements
Qualifications:
Bachelor's degree in Finance, Accounting, or a related field.
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Proficient in Microsoft Excel and financial modeling.
Ability to work collaboratively in a close-knit team environment.
Eagerness to learn and grow in a dynamic work setting.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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