Job Description
Note: The job is a remote job and is open to candidates in USA. Robert Half is a rapidly growing healthcare organization seeking a Senior Fiduciary Analyst/Portfolio Manager to oversee a large FBO trust account portfolio. The role involves managing utilization, reserve, and solvency risks while partnering with executive leadership to inform pricing strategies and guide financial decisions.
- Responsibilities
- Manage portfolio-wide utilization, reserve, and solvency risk across 500+ client accounts
- Perform monthly and quarterly reserve adequacy evaluations (30–90 day claims lag)
- Identify surplus release and deficit strengthening recommendations
- Prepare and reconcile client accounts by ID within NetSuite
- Reconcile reserve balances, claims disbursements, and bank activity
- Support Return of Reserve (ROR) calculations and documentation
- Serve as fiduciary subject matter expert for internal and client committees
- Execute FBO account replenishments and ACH payment processes
- Track and process broker compensation and statements
- Support financial, internal, and regulatory audits
- Skills
- 7–10+ years of progressive experience in benefits finance, fiduciary trust management, or high-volume financial risk analysis
- Reconciliations is a MUST
- Documented history of managing a portfolio of at least 200+ entities/accounts, ideally in the healthcare or self-funded benefits space
- Advanced Excel skills (pivot tables, VLOOKUPs, modeling) and proficiency in data analytics tools such as SQL, Python, or Tableau
- Familiarity with banking operations (ACH, lockbox, wires)
- Experience with NetSuite preferred, Oracle, or Workday
- Company Overview
- At Robert Half, we prioritize your security—if you believe you've encountered a scam or fraudulent recruiter, please report it immediately to https://www.roberthalf.com/us/en/fraud-alert. It was founded in 1948, and is headquartered in Menlo Park, California, USA, with a workforce of 10001+ employees. Its website is http://www.roberthalf.com/.
Apply Now
Apply Now