Robert Half · 8 hours ago
Senior Fiduciary Analyst & Portfolio Manager
United States
Full-time
Remote
Senior Level
$140K/yr - $190K/yr
7+ years expRobert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. This senior role involves overseeing a 500+ FBO trust account portfolio, managing strategic risk portfolio, and partnering with executive leadership to guide financial decisions.
ConsultingHuman ResourcesRecruitingSecurity
Responsibilities
Manage portfolio-wide utilization, reserve, and solvency risk across 500+ client accounts
Perform monthly and quarterly reserve adequacy evaluations (30–90 day claims lag)
Identify surplus release and deficit strengthening recommendations
Prepare and reconcile client accounts by ID within NetSuite
Reconcile reserve balances, claims disbursements, and bank activity
Support Return of Reserve (ROR) calculations and documentation
Serve as fiduciary subject matter expert for internal and client committees
Execute FBO account replenishments and ACH payment processes
Track and process broker compensation and statements
Support financial, internal, and regulatory audits
Qualification
Required
7–10+ years of progressive experience in benefits finance, fiduciary trust management, or high-volume financial risk analysis
Reconciliations is a MUST
Documented history of managing a portfolio of at least 200+ entities/accounts, ideally in the healthcare or self-funded benefits space
Experience with (NetSuite preferred, Oracle, or Workday) etc
Advanced Excel skills (pivot tables, VLOOKUPs, modeling) and proficiency in data analytics tools such as SQL, Python, or Tableau
Familiarity with banking operations (ACH, lockbox, wires)
Benefits
Medical
Vision
Dental
Life and disability insurance
401(k) plan
Company
Robert Half
🔒 At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.roberthalf.com/us/en/fraud-alert.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Keith Waddell
President and CEO
Paul Gentzkow
President and Chief Executive Officer, Talent Solutions
Recent News
EIN Presswire
2025-04-14
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