MISSION
Represent through word and deed Alegeus’ commitment to our clients, consumers, and shareholders. We value consumers’ spending accounts and the trust they place in us to support the financial integrity of our programs and processes by ensuring that their funds are tracked and managed with the highest degree of care. Additionally, this role will be key to supporting our corporate treasury with necessary reporting, analysis, and resources to empower decision making related to our custodial asset management program.
RESPONSIBILITIES
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Support recurring deliverables to Alegeus’ internal accounting and corporate revenue teams to ensure correct financial reporting around our custodial revenue.
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Initiate cross-functional projects and work independently and in a team environment to identify and resolve issues impacting Alegeus’ revenue.
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Perform independent analysis to answer questions, solve problems, and support Alegeus’ custodial asset management program.
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Drive internal process improvement and efficiency objectives.
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Generate and report required metrics to internal stakeholders as assigned.
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Partner with the Investment Operations team to execute strategy in coordination and partnership with our clients.
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Work individually and within a team to leverage systems based on Clearwater Analytics and Modern Treasury as well as Excel-based internal tools to accomplish large and complex projects with company-wide impacts.
EDUCATION/EXPERIENCE
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Bachelor’s degree in Accounting, Business Administration, Economics, Finance, or another related field required.
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2-3 years of relevant work experience required.
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Experience in asset management or treasury for a bank, insurance company, or similar large asset manager strongly preferred.
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Strong Excel knowledge is required (i.e. Pivot tables/Vlookups/IF statements, etc.).
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Modern Treasury or Clearwater Analytics experience preferred.
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SQL or VBA knowledge preferred.
VALUES (the “How”)
At Alegeus, equally important to the “What” (the individual performance goals that each employee commits to in support of the company’s overall success) is the “How” (the framework of principles that guide how we work together to drive our business forward). Overall performance success will also consider individual delivery on our corporate values:
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Care personally. We connect personally to our "why" - are passionate and purposeful
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Put the end-user first. When we put the end user first, we believe the rest falls into place
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Consistently challenges the status quo. We believe the best solutions haven’t been discovered yet
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Practice the art of inspection. We will turn over every stone to gain deeper insight to guide our actions
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Solve the real problem. We will constantly orient on the true issue at hand and accurately and fully address
The above cited duties and responsibilities describe the general nature and level of work performed by an incumbent assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that a candidate may be expected or asked to perform.
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We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.
At Alegeus, being transparent about our compensation philosophy and approach is more than just a legal requirement. As our organization continues to grow and evolve, we have made a commitment to ensure that our compensation framework is equitable, data-driven, consistent, and unbiased, with allowable pay differences based on factors unique to each candidate (think: skills, experience, qualifications, etc.) in order to attract and retain a highly talented and committed workforce.
We are taking an “inside-out” approach to pay transparency by first educating our valued managers and internal workforce and then moving to publishing compensation ranges externally. In the interim, if you are a California, Colorado, Connecticut, Maryland, Nevada, New Jersey, New York, Ohio or Washington resident and this role is physically available in your state or classified as remote, you may be eligible to receive additional information about the compensation and benefits for this role, which we will provide upon request. Please send an email identifying the title of the role you are interested in and the state you reside in to [email protected].
Top Skills
What We Do
Alegeus is the market leader in consumer directed healthcare solutions, offering the industry’s most comprehensive platform for the administration of healthcare benefit accounts (including FSAs, HSAs, HRAs, wellness incentive, dependent care, and commuter accounts), the industry’s most widely-used benefit debit card, and powerful consumer engagement solutions to help consumers optimize their healthcare spending and maximize their healthcare savings.
Over 300 clients - including health insurance plans, third party administrators and financial institutions - leverage Alegeus’ deep expertise and proven technology to administer benefit accounts for more than 30 million members and process more than $9.1 billion in consumer healthcare payments annually.
