Manager, Trust Accounting - TPA

Personify Health•Fresno, CA

3d•$75,000 - $85,000

About The Position

Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future. Ready to Lead Financial Operations That Ensure Client Trust and Compliance? We're seeking an experienced financial operations leader who can oversee our TPA Trust Accounting team while managing critical banking relationships and funding operations. As our Manager of Trust Accounting, you'll ensure accurate reconciliations, maintain document controls, and provide strategic oversight of trust fund management while supervising employees and collaborating cross-functionally to resolve complex client and vendor issues. What makes this role different ✓ Trust fund oversight: Manage critical trust accounting operations ensuring accuracy, compliance, and client confidence in financial management ✓ Banking relationship leadership: Develop and maintain strategic bank relationships while overseeing funding management and positive pay processes ✓ Team development: Supervise and train Trust Accounting team while providing backup support to other locations as needed ✓ Process excellence: Review and document controls while establishing processes that ensure accuracy, efficiency, and regulatory compliance

Requirements

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

Nice To Haves

Previous banking or self-funded insurance experience helpful but not required

Responsibilities

Lead team operations: Supervise Trust Accounting team employees while providing training, performance management, and development opportunities for team growth.
Manage issue resolution: Oversee group inboxes and issue resolution while ensuring timely, accurate responses to internal and external stakeholders.
Maintain financial controls: Review and document controls while establishing processes that ensure accuracy, compliance, and operational efficiency across trust operations.
Oversee reconciliations: Manage critical reconciliation processes while ensuring accuracy and timely completion of all financial reconciliations and reporting.
Lead funding operations: Coordinate funding management and positive pay processes while maintaining accurate tracking and documentation of all fund movements.
Build banking partnerships: Develop and maintain strategic bank relationships while serving as primary liaison for banking operations and issue resolution.
Support cross-functional needs: Assist other departments in resolution of client and vendor issues while providing reports as needed to support business operations.
Provide operational backup: Support other locations as needed while ensuring consistent processes and service delivery across all trust accounting functions.
Document processes: Create and maintain comprehensive process documentation while implementing controls that support scalability and compliance.

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
People Matter: Inclusive community where every voice matters and diverse perspectives drive innovation
One Team One Dream: Collaborative environment where we celebrate wins together and support each other through challenges
We Deliver: Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results
Grow Forward: Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable
Competitive base salary that rewards your success
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