Treasury Operations Analyst
Listed on 2026-06-18
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Finance & Banking
Financial Analyst -
Business
Financial Analyst
Join to apply for the Treasury Operations Analyst role at Alegeus
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.
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
- A flexible work environment
- Competitive salaries, paid vacation, and holidays
- Robust professional development programs
- Comprehensive health, wellness, and financial packages
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.
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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.
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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…
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