Treasury Operations Analyst

Posted 4 Days Ago
Be an Early Applicant
Boston, MA, USA
Hybrid
44K-75K Annually
Entry level
Healthtech • Financial Services
The Role
Perform treasury operations, reconcile HSA custodial bank accounts, resolve reconciliation issues, analyze trends, ensure compliance, generate metrics, improve processes, and support investment operations strategy. The role requires strong Excel skills and involves using SQL-based internal tools on complex projects. It is hybrid in Boston, Milwaukee, or Maitland.
Summary Generated by Built In

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: Hybrid (Boston, Milwaukee or Maitland).

#LI-CB2

#LI-Hybrid

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 

 

Apply now, connect a friend to this opportunity, or sign up for job alerts! 

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.

The posted salary range reflects the minimum and maximum target for this position’s compensation grade and represents a blended range across our three hub locations: Florida, Massachusetts, and Wisconsin. Within this range, individual compensation is determined based on a variety of factors, including but not limited to job-related skills, experience, and education. This range may also be adjusted based on geographic location and market conditions. In addition to base salary, total compensation may include bonuses, incentive plans, and a comprehensive benefits package.

Position Compensation Range:

$43,800.00 - $74,500.00

Alegeus may use AI technology during candidate interviews. The uses include recording, note-taking, and summarizing candidate interviews. The information generated by the AI technology will be used by Alegeus during the hiring process. If you wish to opt out of having AI technology transcribe your interview, please notify your recruiter in advance of the interview. Otherwise, by agreeing to an interview with us, you consent to the use of AI technology during your interview.

Skills Required

  • Strong Microsoft Excel knowledge, including pivot tables, VLOOKUPs, and IF statements
  • Bachelor's degree in Accounting, Business Administration, Economics, Finance, or a related field
  • 0–1 year of relevant work experience
  • SQL knowledge
  • VBA knowledge

Alegeus Compensation & Benefits Highlights

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

  • Healthcare Strength — Benefits include comprehensive medical, dental, vision, and mental‑health support, with indications of affordable single‑coverage premiums. This breadth aligns with a benefits‑technology focus and is presented as a program strength.
  • Retirement Support — A 401(k) program with employer matching and significant company contributions is highlighted, alongside a defined vesting schedule. Retirement savings support is positioned as a core element of the package.
  • Leave & Time Off Breadth — Generous or “unlimited” PTO and paid holidays are emphasized within the offering. Time off breadth appears strong, even if practical usage may vary by team norms.

Alegeus Insights

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The Company
HQ: Boston, MA
531 Employees
Year Founded: 1995

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.

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