Allied Benefit Systems · 1 week ago
Treasury Services Specialist
Allied Benefit Systems is seeking a Treasury Services Specialist to act as a subject matter expert in daily Treasury Services processes. The role involves performing analyst-level tasks, supporting the Treasury Services team, and building out processes while providing training to team members.
Health CareInsuranceWellness
Responsibilities
Complete Monthly Reconciliations of client accounts through Great Plains
Process New business banking setup (BPO & ASO)
Make existing business banking changes (BPO & ASO)
Vendor maintenance for print fulfillment
VCC/EFT Implementation & support
Complete Check Tracer processes
Positive Pay submission
Create and implement new processes as needed
Lead new hire and existing team member training as needed
Other duties as assigned
Qualification
Required
Bachelor's degree in accounting, or equivalent work experience required
A minimum of 2 years' experience as a Treasury Analyst required
Must be detailed oriented
Excellent written and verbal communication skills required
Excellent organizational and time management skills required
Proficient with Microsoft Office Suite, Excel, Word, or similar software required
Experience with financial management systems, such as Great Plains or similar
Good computer skills with programs such as MS Excel, Access, and Power BI
Exceptional analytical and problem-solving skills
Strong financial and mathematic abilities
Excellent verbal and written communication skills
Strong time management and organizational abilities
Benefits
Medical
Dental
Vision
Life & Disability Insurance
Generous Paid Time Off
Tuition Reimbursement
EAP
Technology Stipend
Company
Allied Benefit Systems
Allied offers insurance products, self-insurance solutions, custom insurance and healthcare solutions to the individuals and organizations.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Stone Point Capital
2021-02-18Private Equity
Recent News
2025-06-04
2025-06-03
Company data provided by crunchbase