Treasury Funding Implementation Specialist (Entry Level) jobs in United States
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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
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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

Microsoft OfficeAttention to detailAccounting experienceData analysisCommunication skills

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

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CCMSI is a third-party administrator for workers'​ compensation and property/casualty self-insurance programs.

Funding

Current Stage
Late Stage

Leadership Team

G
G. Bryan G. Bryan Thomas
President/CEO
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