Description This is a rare senior role overseeing a 500+ FBO trust account portfolio supporting employer-sponsored medical plans. You’ll manage the book as a strategic risk portfolio, using advanced analytics to ensure reserve adequacy, plan solvency, and ERISA-aligned fiduciary governance. You’ll partner closely with executive leadership to assess utilization risk, inform pricing strategy, and guide long-term financial decisions in a rapidly growing healthcare organization. Key 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 Requirements Required Qualifications + 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. + Experience with (NetSuite preferred, Oracle, or Workday) etc. + 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) Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .