CCMSI · 1 week ago
Treasury Funding Implementation Specialist (Entry Level)
CCMSI is a leading privately owned Third Party Administrator (TPA) that partners with global clients to address complex risk management challenges. The Treasury Funding Implementation Specialist supports client funding implementation and ongoing treasury processes through entry-level accounting, data analysis, and administrative functions, ensuring accurate funding calculations and timely documentation.
Financial ServicesInsuranceRetail
Responsibilities
Perform entry-level bookkeeping, data processing, and accounting functions, including complex clerical tasks as needed
Compile and analyze client funding data to calculate amounts based on established schedules and frequency
Research and follow up with claims adjusters to resolve outstanding issues
Support preparation of backup documentation for bank reconciliations as needed
Assist with ACH transfers when required
Prepare and file client implementation documents and conduct six-month follow-ups
Perform other duties and special projects as assigned to support departmental goals
Demonstrate reliable and consistent attendance during standard business hours
Qualification
Required
High School Diploma or equivalent
1–3 years of experience in a business, administrative, accounting, or financial environment
Strong attention to detail with the ability to manage multiple priorities
Clear and professional verbal and written communication skills
Proficiency with Microsoft Office (Excel, Word, Outlook)
Preferred
Associate degree in Accounting, Finance, or a related field
Banking or treasury-related experience
Experience with accounting software a plus but not required
Benefits
4 weeks PTO + 10 paid holidays in your first year
Comprehensive benefits: Medical, Dental, Vision, Life, and Disability Insurance
Retirement plans: 401(k) and Employee Stock Ownership Plan (ESOP)
Career growth: Internal training and advancement opportunities
Culture: A supportive, team-based work environment
Company
CCMSI
CCMSI is a third-party administrator for workers' compensation and property/casualty self-insurance programs.
Funding
Current Stage
Late StageLeadership Team
G
G. Bryan G. Bryan Thomas
President/CEO
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