Treasury Services Specialist jobs in United States
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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

Treasury Analyst experienceGreat PlainsMicrosoft Office SuiteAnalytical skillsFinancial management systemsCommunication skillsOrganizational skillsTime managementProblem-solving skills

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

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Allied offers insurance products, self-insurance solutions, custom insurance and healthcare solutions to the individuals and organizations.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Stone Point Capital
2021-02-18Private Equity

Leadership Team

D
Dina H. Tank
Senior Vice President of Sales, Western Region
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Company data provided by crunchbase