Treasury Operations Analyst

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 escalated 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.

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

• 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.

Hybrid (Boston, Milwaukee or Maitland).

Competitive salaries, paid vacation, and holidays

Robust professional development programs

Comprehensive health, wellness, and financial packages

Position Compensation Range: $43,800.00 - $74,500.00

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

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 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…