Navia Benefit Solutions, Inc. · 2 months ago
Financial Services Manager
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $120K/yrNavia Benefit Solutions, Inc. is seeking a Financial Services Manager to oversee the Financial Services/Custodial Operations team. The role involves managing client banking relationships, ensuring effective accounting controls, and supporting audit processes while leading a team of associates.
ComplianceCustomer ServiceHuman Resources
Responsibilities
Manage the client banking relationship and client banking processes
Expert understanding online banking systems
Manage set up of new users, new accounts and administration systems
Oversee production of daily online transactions (working through banking administrator role)
Troubleshoot escalated banking discrepancies that need research
Manage all banking activity controls (operational and security)
Monitor quarterly analysis fees
Manage and perform bank and plan account reconciliation process, reconciling the underlying bank account or cash account to the corresponding operational administration system of record. The following service areas require monthly reconciliations of different types:
COBRA and Direct Billing administration transactions
Reimbursement (FSA/HSA/Commuter. Etc.) administration transactions
Premium Billing administration transactions
Other miscellaneous bank accounts
Ensure that effective accounting controls and reconciliation processes are in place for all service areas within Navia. Develop and monitor financial controls for all banking transactions and approval processes
Proactively provide insights to improve operational processes to ensure accurate reconciliation
Support SSAE 18 SOC 1 audit by managing banking controls and responding to audit requests. Develop and oversee ongoing audit controls to ensure that banking processes are being performed and maintained in a manner that minimizes reconciliation issues
Salesforce case management
Manage the Financial Services/Custodial Operations Associates, Team Lead, and Offshore support staff, including coaching and development and accountability for day-to-day tasks
Other duties and ad-hoc projects as assigned
Qualification
Required
Bachelor's degree in business or accounting or commensurate banking experience
Online banking system transaction processing
Management or supervisory experience
General accounting and bank account reconciliations
Familiarity with financial or banking controls and procedures
Experience with QuickBooks (extensive knowledge is +) and Microsoft Excel, Word and Outlook
Strong written and verbal communications skills
Excellent attention to detail and critical thinking skills
Adaptable, ability to pivot in fast-changing environment
Company
Navia Benefit Solutions, Inc.
Navia is a national, Health and Wealth benefits provider serving 10,000+ clients across all 50 states.
Founded in 1989
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
TA Associates
2021-01-01Private Equity
Leadership Team
Hilarie Aitken
Founder, Chief Executive Officer, and Partner
S
Stefan Knipp
Chief Growth Officer
Recent News
2025-04-26
Company data provided by crunchbase