Treasury Operations Analyst

Alegeus•Boston, MA

6d•$43,800 - $74,500•Hybrid

About The Position

Join our team at Alegeus, where you’ll experience unmatched opportunity and a culture that cares deeply about succeeding together. As a Treasury Operations Analyst, you’ll deliver exceptional service and optimize operations to make a real difference. We focus on enhancing our partner's experience, solving challenges creatively, and building trust with our partners. Make an impactful contribution in a role that values operational excellence and partner relationships! OPPORTUNITY HAPPENS HERE — REALIZE YOURS Alongside the best and the brightest, you will regularly: Initiate cross-functional analytical processes for individual items and issues to solve underlying trends and prevent future occurrences. Perform independent analysis to maintain partner standards for reconciliation issue resolution and escalate when necessary to ensure compliance. Drive internal process improvement and efficiency objectives. Generate and report required metrics to internal stakeholders as assigned. Partner with the Investment Operations team to execute strategy in coordination and partnership with our clients. Reconcile HSA custodial bank accounts and provide deliverables in an accurate and timely fashion. Work within a team to leverage Excel and SQL-based internal tools to accomplish large and complex projects with company-wide impacts.

Requirements

Strong Excel knowledge is required (i.e. Pivot tables/Vlookups/IF statements, etc.).
0-1 year of relevant work experience.
Bachelor's degree in accounting, Business Administration, Economics, Finance, or another related field required.

Nice To Haves

SQL or VBA knowledge preferred.

Responsibilities

Initiate cross-functional analytical processes for individual items and issues to solve underlying trends and prevent future occurrences.
Perform independent analysis to maintain partner standards for reconciliation issue resolution and escalate when necessary to ensure compliance.
Drive internal process improvement and efficiency objectives.
Generate and report required metrics to internal stakeholders as assigned.
Partner with the Investment Operations team to execute strategy in coordination and partnership with our clients.
Reconcile HSA custodial bank accounts and provide deliverables in an accurate and timely fashion.
Work within a team to leverage Excel and SQL-based internal tools to accomplish large and complex projects with company-wide impacts.