Financial Operations Specialist

| Remote
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About ThrivePass.

ThrivePass' purpose is to empower employees to thrive. Our holistic benefits suite is designed to support employee wellbeing throughout their lifecycle within an organization.

We value our employees, their contributions, and strongly believe in employee development. Everything we do is tied to our CARE values:  Courageous, Authentic, Resourceful and Excellent. Performance at ThrivePass is measured by embodiment of our CARE values and the accomplishment of quarterly Big 3 goals.

About the Role

The Financial Operations Specialist is responsible for the successful management of operational finance activities across all benefits products to ensure exceptional client and participant experiences. This role works with key stakeholders to deliver quality projects and outcomes within the specified timeline and defined scope.

Responsibilities:

  • Provides daily oversight of timely payment and reimbursement activities to participants and clients
  • Oversees the processes for stop payments, voids, ACH returns and necessary payment reissues
  • Manages the daily and monthly COBRA funding activities, including daily deposits, reconciliations, premium transfers and participant refunds
  • Provides guidance and oversight in response to escalated client or participant issues and proactively informs Leadership and Operations of complications and resolutions
  • Recommends problem resolution and process improvements as driven by client requirements and feedback while considering the organization’s policies and strategic priorities
  • Ensures reconciliation of client and participant accounts, as well as the reconciliation of all related ThrivePass bank accounts
  • Maintains process documentation for all key operational finance functions
  • Manages stale check procedures and compliance with unclaimed property regulations
  • Assists with client implementations
  • Other projects and duties as requested by management

Requirements for the role:

  • Associate or bachelor’s degree in Finance or Accounting
  • Proven success in developing and improving processes as they relate to Third Party Administrator banking operations
  • Technical knowledge of Third Party Administration regulatory requirements
  • Advanced proficiency in Microsoft Office applications, particularly Excel
  • Excellent verbal and written communication skills
  • Ability to handle sensitive information in a confidential manner
  • Prior experience working with accounting systems (Quickbooks Online, preferred)
  • Self-motivated individual with strong analytical, administrative and organizational skills in order to meet deadlines as well as strong attention to detail and ability to see the big picture and direct projects

ThrivePass does not and shall not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.

In accordance with the Colorado Equal Pay for Equal Work Act, the approximate compensation range for this role is $45,000 - $55,000, including base salary and any related bonuses or commissions.

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Technology we use

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Location

We're located near yoga studios, wine bars and the many amazing restaurants of RiNo. Ample free street parking all along our office.

An Insider's view of ThrivePass

What are some social events your company does?

Every quarter we have an all-hands meeting to review goals, talk about successes and also take ownership of where we fell short and what we learned. These meetings provide amazing transparency. We also recognize team members for their accomplishments and for living our values every day at work. After each meeting we do a fun team event!

Meghan

Customer Support Manager

How does the company support your career growth?

ThrivePass has given me the ability to grow my career - the company allows you to tackle projects that align with your team goals and your interests. This has allowed me to expand my skill set beyond what I imagined when I initially joined.

Dane

Master of Salesforce

How do your team's ideas influence the company's direction?

Our philosophy as a company is that the best ideas can come from anywhere in the organization, whether from an intern or the CEO. For example, we built our Benefit Enrollment Platform based on an idea that came from our team members who work directly with our clients. It has since improved the experience for both clients and ThrivePass employees.

Andreas

CEO

What are ThrivePass Perks + Benefits

ThrivePass Benefits Overview

A $300 annual stipend for learning & development, money each month in a Thrive Account for employee wellbeing, frequent happy hours and team events, company-volunteer days, 401K + match, competitive health insurance plans, health reimbursement account, 1-month sabbatical after 5-years of employment, snacks galore, office games to decompress during the day, professional and leadership development opportunities.

Culture
Volunteer in local community
ThrivePass partners with Wish for Wheels, a non-profit organization that is committed to transforming the lives of K-2 kids from low-income families by building bikes and delivering them to schools!
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Team workouts
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Child Care Benefits
Flexible Work Schedule
Remote Work Program
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Volunteer Time
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Parking
Recreational Clubs
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Promote from within
Continuing Education stipend
We offer $300 annually for continuing education.
Time allotted for learning
Online course subscriptions available
Customized development tracks
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