[Remote] Senior Fiduciary Analyst/Portfolio Manager
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
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