Manager, Trust Accounting – TPA

Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve healthand reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

We're seeking an experienced financial operations leader who can oversee our TPA Trust Accounting team while managing critical banking relationships and funding operations. As our Manager of Trust Accounting, you'll ensure accurate reconciliations, maintain document controls, and provide strategic oversight of trust fund management while supervising employees and collaborating cross-functionally to resolve complex client and vendor issues.

• Trust fund oversight: Manage critical trust accounting operations ensuring accuracy, compliance, and client confidence in financial management
• Banking relationship leadership: Develop and maintain strategic bank relationships while overseeing funding management and positive pay processes
• Team development: Supervise and train Trust Accounting team while providing backup support to other locations as needed
• Process excellence: Review and document controls while establishing processes that ensure accuracy, efficiency, and regulatory compliance

• Lead team operations: Supervise Trust Accounting team employees while providing training, performance management, and development opportunities for team growth.
• Manage issue resolution: Oversee group inboxes and issue resolution while ensuring timely, accurate responses to internal and external stakeholders.
• Maintain financial controls: Review and document controls while establishing processes that ensure accuracy, compliance, and operational efficiency across trust operations.
• Oversee reconciliations: Manage critical reconciliation processes while ensuring accuracy and timely completion of all financial reconciliations and reporting.
• Lead funding operations: Coordinate funding management and positive pay processes while maintaining accurate tracking and documentation of all fund movements.
• Build banking partnerships: Develop and maintain strategic bank relationships while serving as primary liaison for banking operations and issue resolution.
• Support cross-functional needs: Assist other departments in resolution of client and vendor issues while providing reports as needed to support business operations.
• Provide operational backup: Support other locations as needed while ensuring consistent processes and service delivery across all trust accounting functions.
• Document processes: Create and maintain comprehensive process documentation while implementing controls that support scalability and compliance.

• Bachelor's degree in accounting, finance, business administration, or related field
• Minimum 5 years experience supervising and/or managing teams, or equivalent combination of education and experience
• Previous banking or self-funded insurance experience helpful but not required

• Proficiency in MS applications including advanced Excel skills for financial analysis and reporting
• Understanding of trust accounting principles, reconciliation processes, and financial controls
• Experience with positive pay systems and funding management processes

• Ability to take direction and work effectively with leadership while providing strategic input on trust operations
• Strong supervisory skills for managing, training, and developing team members
• Good time management skills with highly organized approach to managing multiple priorities

• Excellent interpersonal and communication skills with strong customer orientation
• Ability to work effectively in team environment while collaborating cross-functionally
• Strong problem-solving abilities for resolving complex client and vendor issues
• Detail-oriented approach…