Treasury Compliance Analyst

Description

We are looking for a detail-oriented financial analyst to join a Contract assignment supporting treasury contracting and quality review activities. This role will contribute to the accuracy, organization, and evaluation of banking-related records and help strengthen documentation practices for a health insurance organization. This position will partner with treasury subject matter experts to support research, process documentation, and fee analysis in a structured, fast-paced environment.

Responsibilities:

• Conduct detailed reviews of banking agreements, amendments, pricing files, invoices, approval materials, and related records to confirm accuracy and completeness.

• Reconcile contract terms and pricing details against internal trackers and supporting documentation to uncover discrepancies, missing items, and outdated information.

• Maintain a centralized log of issues, action items, owners, and progress updates to ensure timely follow-up and closure.

• Arrange and classify treasury contracting records in accordance with established documentation, naming, and filing standards.

• Create and revise process documentation such as procedures, desk references, checklists, and workflow maps to improve operational clarity.

• Support invoice and banking fee analysis by comparing billed charges with available pricing support and contractual documentation.

• Recommend practical improvements that enhance consistency, reduce manual effort, and streamline treasury documentation workflows, including the use of AI-based analysis where appropriate.

• Assist treasury team members with research and coordination related to banking services, documentation needs, and implementation support activitie

Requirements • Experience in financial analysis, treasury support, contract review, quality assurance, or a closely related business function.

• Strong written and verbal communication skills with the ability to organize findings and present clear documentation.

• Proficiency with Microsoft Excel, Word, and Outlook for analysis, reporting, and administrative coordination.

• Demonstrated ability to review invoices, pricing support, and operational records with a high level of accuracy and attention to detail.

• Familiarity with documenting procedures, maintaining trackers, and managing structured filing systems.

• Research and problem-solving skills with the ability to identify inconsistencies and support process improvements.

• Ability to work independently in a remote environment while collaborating effectively with a small team of subject matter experts.

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.

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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.

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