Financial Services Manager at Navia Benefit Solutions | Torre
Financial Services Manager
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Navia Benefit Solutions

Financial Services Manager

Navia Benefit Solutions
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Emma
You will lead financial operations, ensuring precision and control for client banking and reconciliation processes.
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Full-time

Legal agreement: Employment

Compensation
USD90k - 120k/year
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Remote (for United States residents)
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Posted 6 months ago

Requirements and responsibilities

Position SummaryThis is a remote position. The position is responsible for managing the Financial Services/ Custodial Operations team members and process, including all client-related banking transactions. The position will support the Head of Custodial Operations.Essential FunctionsManage the client banking relationship and client banking processesExpert understanding online banking systemsManage set up of new users, new accounts and administration systemsOversee production of daily online transactions (working through banking administrator role)Troubleshoot escalated banking discrepancies that need researchManage all banking activity controls (operational and security)Monitor quarterly analysis feesManage and perform bank and plan account reconciliation process, reconciling the underlying bank account or cash account to the corresponding operational administration system of record. The following service areas require monthly reconciliations of different types:COBRA and Direct Billing administration transactionsReimbursement (FSA/HSA/Commuter. Etc.) administration transactionsPremium Billing administration transactionsOther miscellaneous bank accountsEnsure that effective accounting controls and reconciliation processes are in place for all service areas within Navia. Develop and monitor financial controls for all banking transactions and approval processes.Proactively provide insights to improve operational processes to ensure accurate reconciliation.Support SSAE 18 SOC 1 audit by managing banking controls and responding to audit requests. Develop and oversee ongoing audit controls to ensure that banking processes are being performed and maintained in a manner that minimizes reconciliation issues.Salesforce case managementManage the Financial Services/Custodial Operations Associates, Team Lead, and Offshore support staff, including coaching and development and accountability for day-to-day tasks.Other duties and ad-hoc projects as assignedRequirementsBachelor’s degree in business or accounting or commensurate banking experienceOnline banking system transaction processingManagement or supervisory experienceGeneral accounting and bank account reconciliationsFamiliarity with financial or banking controls and proceduresExperience with QuickBooks (extensive knowledge is +) and Microsoft Excel, Word and OutlookStrong written and verbal communications skillsExcellent attention to detail and critical thinking skillsAdaptable, ability to pivot in fast-changing environmentPlease visit our career page and apply directly: www.naviabenefits.com/workatnaviaNot all positions allow for remote work, but those that do will only be available in the following states: AZ, CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT.
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