Manager, Trust Accounting TPA

Who We Are

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 were shaping a healthier more engaged future.

Ready to Lead Financial Operations That Ensure Client Trust and Compliance

Were 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 youll 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.

What makes this role different

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

What Youll Actually Do

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.

What You Bring to Our Mission

The leadership foundation:

• Bachelors 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

The technical competencies:

• 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

The leadership qualities:

• 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

The professional competencies:

• 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 with commitment to accuracy in financial operations
• Capability to manage banking relationships and coordinate with external financial partners
• Experience reviewing and implementing controls that ensure operational accuracy and compliance

Why Youll Love It Here

We believe in total rewards that actually matternot just competitive packages but benefits that support how you want to live and work.

Your wellbeing comes first:

• Comprehensive medical and dental coverage through our own health solutions (yes we use what we build!)
• Mental health support and wellness programs designed by experts who get it
• Flexible work arrangements that fit your life not the other way around

Financial security that makes sense:

• Retirement planning support to help you build real wealth for the future
• Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
• Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage

Growth without limits:

• Professional development opportunities and clear career progression paths
• Mentorship from industry leaders who want to see you succeed
• Learning budget to invest in skills that matter to your future

A culture that energizes:

• People Matter:Inclusive community where every voice matters and diverse perspectives drive innovation
• One Team One Dream:Collaborative environment where we celebrate wins together and support each other through challenges
• We Deliver:Mission-driven work that creates real impact on peoples health and wellbeing with clear accountability for results
• Grow Forward:Continuous learning mindset with team events recognition programs and celebrations that make work genuinely enjoyable

The practical stuff:

• Competitive base salary that rewards your success
• Unlimited PTO policy because rest and recharge time is non-negotiable
• Benefits effective day onebecause you shouldnt have to wait to be taken care of

Ready to create a healthier world while building the career you want Were ready for you.

No candidate will meet every single qualification listed. If your experience looks different but you think you can bring value to this role wed love to learn more about you.

Personify Health is an equal opportunity organization and is committed to diversity inclusion equity and social justice.

In compliance with all states and cities that require transparency of pay the base compensation for this position ranges from $75000 to $85000. Note that compensation may vary based on location skills and experience. This position is eligible for medical dental vision and other benefits.

We strive to cultivate a work environment where differences are celebrated and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity Equity Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level) members clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.

#WeAreHiring #PersonifyHealth #TPA #SelffundedInsurance #HealthInsuranceCareers #TPA

Beware of Hiring Scams:Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications please report them totalent@personifyhealth.com. All of our legitimate openings can be found on the Personify HealthCareer Site.