TPA Staff Accountant - Treasury

About Crumdale Specialty:

Crumdale Specialty is a diversified insurance firm providing custom solutions to businesses nationwide. We leverage industry expertise, superior talent, and a disruptive mindset to provide agile, transparent, and cost-saving solutions to optimize self-funded health plans. Founded in 2014, we are the fastest-growing purveyor of integrated insurance solutions, with deep-rooted experience in program management, TPA administration, PBM consulting, stop-loss coverage, compliance, risk management, underwriting, and analytics.  

At Crumdale, people come first. Our clients, colleagues, trading partners, and communities are our strength. Our company culture is rooted in alignment, innovation, and integrity. We are proud to be named an Inc. Magazine Best Places to Work in multiple years. 

About the Job:

Reporting to our CFO, the TPA Staff Accountant – Treasury will manage the financial operations related to healthcare benefit plans, working with our third-party administrator (TPA) to automate tasks, increase efficiencies, and ensure accuracy. They will work closely with the internal finance & accounting and account management teams to provide accounting services, including facilitating claims processing, paying premiums, reconciling bank statements, producing standard monthly reporting, and assets transfer, as needed. 

Key Responsibilities:

• Setup and maintain of client claim payment accounts
• Complete monthly bank reconciliations
• Manage client banking and funding for provider claim payments and premium payments, including oversight of these accounts to ensure adequate funding
• Research and review and uncashed payments to providers and members
• Track banking fees to optimize costs
• Weekly and monthly cash forecasting
• Standard monthly reporting (client remittances/client special reports) using accounting / billing data
• Track and update regular assets transfers throughout the year
• Identify and recommend enhanced processes and controls
• Other duties as assigned

Requirements

Education: Bachelor's degree in Finance, Accounting, Business, or a related field

Experience:

• 3+ years in treasury, corporate accounting / finance, or banking operations with strong knowledge of generally accepted accounting principles
• Experience working in a third-party administrator (TPA) or third-party financial administrator setting is preferred

Technical Skills:

• Proficient in the MS Office Suite, particularly Excel
• Experience with VBA or other benefits administration software strongly preferred

Core Competencies:

• Strong analytical skills and attention-to-detail
• Effective communication and collaboration with internal teams and external vendor partners
• Ability to work effectively in fast-paced, deadline-oriented environments

Why Join Us?

As a Staff Accountant – Treasury, you’ll play a pivotal role in establishing and ensuring smooth financial operations that support our clients’ retirement and benefit plans. You’ll also have the opportunity to shape and enhance processes through automation and strong operational frameworks.

Benefits

At Crumdale, we strive to provide a comprehensive and supportive benefits package to ensure the well-being of our employees. Our benefits include:

• Medical
• Telemedicine
• Dental
• Vision
• Life, AD&D, Disability
• 401(k)
• Flexible Time-off

Please note: Crumdale Specialty is not engaging with external recruitment agencies; please refrain from contacting us regarding this position.