Treasury Analyst III

Posted 17 Days Ago
Be an Early Applicant
Milwaukie, OR, USA
Hybrid
61K-98K Annually
Mid level
Insurance
The Role
Manage customer escrow replenishment invoicing and payment reporting for 800+ customers. Reconcile claims data to client ledgers, track daily financial transactions, prepare invoicing and claims reports, resolve discrepancies with stakeholders, and maintain financial controls and records to support treasury operations.
Summary Generated by Built In

The Treasury Analyst is a highly organized, detail-oriented, and process-driven professional who plays a key role on the Treasury team. This position is responsible for managing customer escrow replenishment invoicing and generating payment reporting data from the claims system. The Treasury Analyst reconciles claims data against client-specific ledgers for more than 800 customers, ensuring that replenishment requests accurately align with payments issued through the claims system. This role requires strong analytical skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

This is a hybrid position.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

  • Review and assist in the management of over 800 customer bank accounts
  • Monitor, track, and reconcile daily financial transactions
  • Prepare claims reporting and customer invoicing by matching claims system data to banking and financial records
  • Reconcile claims activity to client-specific ledgers to ensure replenishment requests accurately reflect payments issued
  • Collaborate closely with customers, carriers, and internal stakeholders to resolve discrepancies and support treasury operations
  • Provide exceptional customer service by researching, analyzing, and responding to customer inquiries and requests in a timely manner
  • Maintain accurate records and support compliance with established financial controls and procedures
  • Additional duties as assigned

KNOWLEDGE & SKILLS:

  • Ability to thrive in a fast-paced, high-volume accounting or treasury environment with daily deadlines
  • Strong organizational, analytical, and problem-solving skills with exceptional attention to detail
  • Ability to effectively manage multiple priorities while maintaining accuracy and efficiency
  • Excellent written and verbal communication skills, with the ability to interact professionally with customers and business partners
  • Proficiency in Microsoft Excel, Word, and Outlook
  • Ability to work independently as well as collaboratively within a team environment

EDUCATION & EXPERIENCE:

  • Bachelor's degree in accounting, Finance, Business Administration, or a related field preferred, but not required
  • Prior experience in treasury, accounting, banking, accounts receivable, financial operations, or a related field is preferred

PAY RANGE

CorVel uses a market-based approach to pay and our salary ranges may vary depending on your location.  Pay rates are established taking into account the following factors:  federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions.  Our ranges may be modified at any time.

For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role.  The level may impact the salary range, and these adjustments would be clarified during the offer process.

Pay Range:  $61,053 – $98,334

A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management

In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first.


ABOUT CORVEL:

CorVel is a national provider of industry-leading risk management solutions for the workers’ compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients.  We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities.  Over 4,000 people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!).

A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off.

CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.


#LI-Hybrid

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Proficiency in Microsoft Excel
  • Proficiency in Microsoft Word
  • Proficiency in Microsoft Outlook
  • Strong organizational, analytical, and problem-solving skills with exceptional attention to detail
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced, high-volume accounting or treasury environment
  • Ability to work independently and collaboratively within a team environment
  • Bachelor's degree in Accounting, Finance, Business Administration, or related field
  • Prior experience in treasury, accounting, banking, accounts receivable, or financial operations

CorVel Corporation Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CorVel Corporation and has not been reviewed or approved by CorVel Corporation.

  • Wellbeing & Lifestyle Benefits Work-from-home options and schedule flexibility are highlighted as meaningful offsets to lower base pay in certain roles. An Employee Assistance Program and related resources further support everyday wellbeing.
  • Flexible Benefits Multiple medical plan choices with dental/vision and a broad suite of supplemental coverages offer choice tailored to role and location needs. An HSA option with a company match adds flexibility in how healthcare expenses are managed.
  • Retirement Support A 401(k) with a company match is part of the core package.

CorVel Corporation Insights

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The Company
HQ: Irvine, CA
1,987 Employees
Year Founded: 1987

What We Do

CorVel is a leader of risk and healthcare management solutions to employers, third party administrators, insurance companies and government agencies. We are publicly traded and annual revenues exceeded $595 million in FY2019. Our continued customer growth is a testament to our financial stability and our significant investments in new systems and technologies allows us to continue to deliver industry-leading solutions to the marketplace. CorVel has approximately 3,500 associates who serve customers through a national branch office network covering all 50 states.

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