Personify Health · 1 week ago
Manager, Trust Accounting - TPA
Fresno, CA
Full-time
Onsite
Mid, Senior Level
$75K/yr - $85K/yr
5+ years expPersonify Health is on a mission to simplify and personalize the health experience. The Manager of Trust Accounting will oversee the TPA Trust Accounting team, ensuring accurate reconciliations, managing banking relationships, and providing strategic oversight of trust fund management.
ConsultingConsumerElectronic Health Record (EHR)Health CareLifestyleMedicalSoftware
Responsibilities
Supervise Trust Accounting team employees while providing training, performance management, and development opportunities for team growth
Oversee group inboxes and issue resolution while ensuring timely, accurate responses to internal and external stakeholders
Review and document controls while establishing processes that ensure accuracy, compliance, and operational efficiency across trust operations
Manage critical reconciliation processes while ensuring accuracy and timely completion of all financial reconciliations and reporting
Coordinate funding management and positive pay processes while maintaining accurate tracking and documentation of all fund movements
Develop and maintain strategic bank relationships while serving as primary liaison for banking operations and issue resolution
Assist other departments in resolution of client and vendor issues while providing reports as needed to support business operations
Support other locations as needed while ensuring consistent processes and service delivery across all trust accounting functions
Create and maintain comprehensive process documentation while implementing controls that support scalability and compliance
Qualification
Required
Bachelor's degree in accounting, finance, business administration, or related field
Minimum 5 years experience supervising and/or managing teams, or equivalent combination of education and experience
Proficiency in MS applications including advanced Excel skills for financial analysis and reporting
Understanding of trust accounting principles, reconciliation processes, and financial controls
Experience with positive pay systems and funding management processes
Ability to take direction and work effectively with leadership while providing strategic input on trust operations
Strong supervisory skills for managing, training, and developing team members
Good time management skills with highly organized approach to managing multiple priorities
Excellent interpersonal and communication skills with strong customer orientation
Ability to work effectively in team environment while collaborating cross-functionally
Strong problem-solving abilities for resolving complex client and vendor issues
Detail-oriented approach with commitment to accuracy in financial operations
Capability to manage banking relationships and coordinate with external financial partners
Experience reviewing and implementing controls that ensure operational accuracy and compliance
Preferred
Previous banking or self-funded insurance experience helpful but not required
Benefits
Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
Mental health support and wellness programs designed by experts who get it
Flexible work arrangements that fit your life, not the other way around
Retirement planning support to help you build real wealth for the future
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Professional development opportunities and clear career progression paths
Mentorship from industry leaders who want to see you succeed
Learning budget to invest in skills that matter to your future
Unlimited PTO policy because rest and recharge time is non-negotiable
Benefits effective day one—because you shouldn’t have to wait to be taken care of
Company
Personify Health
Personify Health is a software that provides health plan administration, comprehensive health navigation, and holistic well-being solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$92MKey Investors
Insight Partners
2018-05-21Acquired
2018-01-01Private Equity
2015-05-27Series B· $92M
Leadership Team
Kristen Larson
SVP Client Growth
Andrew Jacobus
Vice President - Global Insights and Data Science Leader
Recent News
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