Treasury Funding Implementation Specialist (Entry Level)
About The Position
At CCMSI, we partner with global clients to solve their most complex risk management challenges, delivering measurable results through advanced technology, collaborative problem-solving, and an unwavering commitment to their success. We don’t just process claims—we support people. As the largest privately owned Third Party Administrator (TPA), CCMSI delivers customized claim solutions that help our clients protect their employees, assets, and reputations. We are a certified Great Place to Work®, and our employee-owners are empowered to grow, collaborate, and make meaningful contributions every day. The Treasury Funding Implementation Specialist supports client funding implementation and ongoing treasury processes by performing entry-level accounting, data analysis, and administrative functions. This role plays a key part in ensuring accurate funding calculations, timely documentation, and strong internal coordination. The ideal candidate brings strong attention to detail, a comfort level working with numbers and systems, and a proactive, team-oriented mindset.
Requirements
- High School Diploma or equivalent
- 1–3 years of experience in a business, administrative, accounting, or financial environment
- Strong attention to detail with the ability to manage multiple priorities
- Clear and professional verbal and written communication skills
- Proficiency with Microsoft Office (Excel, Word, Outlook)
Nice To Haves
- Associate degree in Accounting, Finance, or a related field
- Banking or treasury-related experience
- Experience with accounting software a plus but not required
Responsibilities
- Perform entry-level bookkeeping, data processing, and accounting functions, including complex clerical tasks as needed.
- Compile and analyze client funding data to calculate amounts based on established schedules and frequency.
- Research and follow up with claims adjusters to resolve outstanding issues.
- Support preparation of backup documentation for bank reconciliations as needed.
- Assist with ACH transfers when required.
- Prepare and file client implementation documents and conduct six-month follow-ups.
- Perform other duties and special projects as assigned to support departmental goals.
- Demonstrate reliable and consistent attendance during standard business hours.
Benefits
- 4 weeks PTO + 10 paid holidays in your first year
- Comprehensive benefits : Medical, Dental, Vision, Life, and Disability Insurance
- Retirement plans : 401(k) and Employee Stock Ownership Plan (ESOP)
- Career growth : Internal training and advancement opportunities
- Culture : A supportive, team-based work environment
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
