[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 It was founded in 1948, and is headquartered in Menlo Park, California, USA, with a workforce of 10001+ employees. Its website is Apply tot his job