Treasury Operations Analyst

Alegeus

Maitland (FL)

On-site

USD 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Flexible work environment

Competitive salaries, paid vacation, and holidays

Robust professional development programs

Comprehensive health, wellness, and financial packages

Job summary

Alegeus is seeking a Treasury Operations Analyst in Maitland, FL who will optimize operations and enhance partner experiences. Candidates should possess a Bachelor’s degree and strong skills in Excel and SQL. This entry-level position offers a flexible work environment and career growth opportunities.

Qualifications

0-1 year of relevant work experience
Strong Excel knowledge required
Degree in relevant fields needed

Responsibilities

Perform independent analysis for issue resolution
Drive internal process improvement and efficiency objectives
Reconcile HSA custodial bank accounts

Skills

Excel

SQL

VBA

Education

Bachelor's degree in accounting, Business Administration, Economics, Finance or related field

Job description

Join to apply for the Treasury Operations Analyst role at Alegeus

Do you want to shape the future of fintech and healthtech? Energized by challenges and inspired by bold goals? Ready to elevate your career alongside driven and talented colleagues? If that sounds like you, explore a career at Alegeus today. Opportunity Happens Here.

Treasury Operations Analyst

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.

Essential Skills For Creating a Lasting Impact

Alegeus colleagues are known as problem-solvers, risk-takers, and innovative thinkers. As a Treasury Operations Analyst, these skills are essential for success:

Abilities: Strong Excel knowledge is required (i.e. Pivot tables/Vlookups/IF statements, etc.). SQL or VBA knowledge preferred.
Experience: 0-1 year of relevant work experience.
Education: Bachelor's degree in accounting, Business Administration, Economics, Finance, or another related field required.
Location: 25% in office in either our Boston, MA; Maitland, FL; Milwaukee, WI locations

Because We Care, We Offer

A flexible work environment
Competitive salaries, paid vacation, and holidays
Robust professional development programs
Comprehensive health, wellness, and financial packages

SHARED AMBITION. INSPIRED FUTURE.

At Alegeus, our success is guided by our aligned vision and values—it is how we work together and collaborate to achieve our goals.

People First. We pride ourselves in bringing talented people together and treating one another with care.
Partner Powered. We are committed to empowering our partners, knowing our success is shared and we win as one.
Always Advancing. We are driven by potential and relentlessly determined to achieve our goals.

“I truly believe that people who are well-skilled and talented can go wherever they want in this company. We want to create the best place anyone has ever worked.” - Alegeus employee

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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 talentacquisitionteam@alegeus.com.

Seniority level