Treasury Operations Analyst

Treasury Operations Analyst

Join our team at Alegeus, where you'll experience unmatched opportunity and a culture that cares deeply about succeeding together. As a Treasury Operations Analyst, you'll deliver exceptional service and optimize operations to make a real difference. We focus on enhancing our partner's experience, solving challenges creatively, and building trust with our partners. Make an impactful contribution in a role that values operational excellence and partner relationships!

OPPORTUNITY HAPPENS HERE — REALIZE YOURS

Alongside the best and the brightest, you will regularly:

• Initiate cross-functional analytical processes for individual items and issues to solve underlying trends and prevent future occurrences.
• Perform independent analysis to maintain partner standards for reconciliation issue resolution and escalate when necessary to ensure compliance.
• Drive internal process improvement and efficiency objectives.
• Generate and report required metrics to internal stakeholders as assigned.
• Partner with the Investment Operations team to execute strategy in coordination and partnership with our clients.
• Reconcile HSA custodial bank accounts and provide deliverables in an accurate and timely fashion.
• Work within a team to leverage Excel and SQL-based internal tools to accomplish large and complex projects with company-wide impacts.

ESSENTIAL SKILLS FOR CREATING A LASTING IMPACT

Alegeus colleagues are known as problem-solvers, risk-takers, and innovative thinkers. As a Treasury Operations Analyst, these skills are essential for success:

• Abilities: Strong Excel knowledge is required (i.e. Pivot tables/Vlookups/IF statements, etc.). SQL or VBA knowledge preferred.
• Experience: 0-1 year of relevant work experience.

• Education: Bachelor's degree in accounting, Business Administration, Economics, Finance, or another related field required.

• Location: Hybrid (Boston, Milwaukee or Maitland).

BECAUSE WE CARE, WE OFFER:

• A flexible work environment
• Competitive salaries, paid vacation, and holidays
• Robust professional development programs
• Comprehensive health, wellness, and financial packages

SHARED AMBITION. INSPIRED FUTURE.

At Alegeus, our success is guided by our aligned vision and values—it is how we work together and collaborate to achieve our goals.

• People First. We pride ourselves in bringing talented people together and treating one another with care.
• Partner Powered. We are committed to empowering our partners, knowing our success is shared and we win as one.
• Always Advancing. We are driven by potential and relentlessly determined to achieve our goals.

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We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.

The posted salary range reflects the minimum and maximum target for this position's compensation grade and represents a blended range across our three hub locations: Florida, Massachusetts, and Wisconsin. Within this range, individual compensation is determined based on a variety of factors, including but not limited to job-related skills, experience, and education. This range may also be adjusted based on geographic location and market conditions. In addition to base salary, total compensation may include bonuses, incentive plans, and a comprehensive benefits package.

Position Compensation Range:

$43,800.00 - $74,500.00

Alegeus may use AI technology during candidate interviews. The uses include recording, note-taking, and summarizing candidate interviews. The information generated by the AI technology will be used by Alegeus during the hiring process. If you wish to opt out of having AI technology transcribe your interview, please notify your recruiter in advance of the interview. Otherwise, by agreeing to an interview with us, you consent to the use of AI technology during your interview.