Treasury Operations Analyst — Excel & SQL Expert (Hybrid)

Alegeus; Boston (MA); Hybrid; USD 44,000 - 75,000; Full time

Job summary

Alegeus is seeking a Treasury Operations Analyst in our hybrid Boston hub. You’ll support cross‑functional analytics, optimize reconciliation processes, and drive initiatives that improve efficiency and partner satisfaction.

The role relies on advanced Excel skills (Pivot tables, VLOOKUPs, IF statements) and familiarity with SQL or VBA. Bachelor’s degree in accounting, business or finance required; 0–1 year experience preferred.

Qualifications

• 0–1 year of relevant work experience.
• Bachelor’s degree in accounting, Business Administration, Economics, Finance, or another related field required.

Responsibilities

• Initiate cross-functional analytical processes for 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 with our clients.
• Reconcile HSA custodial bank accounts and provide deliverables accurately and timely.
• Work with Excel and SQL-based internal tools on large, complex projects with company-wide impacts.

Skills

Excel

Pivot tables

VLOOKUPs

IF statements

Education

Bachelor’s degree in accounting, finance, or related field

Tools

SQL

VBA

Job description

Alegeus is seeking a Treasury Operations Analyst in our hybrid Boston hub. You’ll support cross‑functional analytics, optimize reconciliation processes, and drive initiatives that improve efficiency and partner satisfaction.

The role relies on advanced Excel skills (Pivot tables, VLOOKUPs, IF statements) and familiarity with SQL or VBA. Bachelor’s degree in accounting, business or finance required; 0–1 year experience preferred.