Requirements Analyst (Job 1403)

Point C [https://pointchealth.com] is a National third-party administrator (TPA) with local market presence that delivers customized self-funded benefit programs. Our commitment and partnership means thinking beyond the typical solutions in the market – to do more for clients – and take them beyond the standard “Point A to Point B.” We have researched the most effective cost containment strategies and are driving down the cost of plans with innovative solutions such as, network and payment integrity, pharmacy benefits and care management. There are many companies with a mission. We are a mission with a company. Point C is seeking a detail-oriented and highly motivated Staff Accountant to join our growing team. Reporting directly to the Controller, this role will serve as a key member of the Accounting Department and play an essential role in maintaining the integrity of financial records, supporting custodial account operations, and ensuring compliance with accounting standards and internal controls. The ideal candidate will possess a strong accounting foundation, exceptional attention to detail, and experience managing cash activity, reconciliations, and client or custodial accounts. This position requires the ability to analyze financial transactions, maintain accurate accounting records, and collaborate closely with operations, client service, and management teams. PRIMARY RESPONSIBILITIES:  * Prepare monthly reconciliations and analysis of custodial accounts, ensuring accurate recording of client assets, cash transactions, deposits, withdrawals, transfers, and balances. * Monitor custodial account activity, investigating and resolving discrepancies or reconciling items in a timely manner. * Ensure all custodial transactions are properly documented, authorized, and recorded in accordance with company policy and regulatory requirements, supporting the safeguarding of client assets through strong internal controls. * Monitor aged receivables, communicate professionally with clients on outstanding balances, and support collection efforts while maintaining positive client relationships. * Manage daily cash receipts, deposits, and custodial transaction totals, maintaining accurate records of all custodial cash movement. * Prepare and record bank and cash reconciliation entries, ensuring timely reconciliation of revenue, receivables, and custodial cash balances. * Monitor cash activity, assist with treasury management functions, and promptly investigate unusual transactions or variances. * Participate in internal audits, compliance reviews, and process improvement initiatives to strengthen financial controls over custodial funds and client assets. * Partner with operations, client service, and management teams to resolve accounting issues and improve financial processes. * Identify opportunities to automate or streamline accounting and reconciliation procedures. * Communicate effectively with internal stakeholders, financial institutions, auditors, and external vendors. QUALIFICATIONS: * Bachelor's degree in Accounting, Finance, Business Administration, or related field. * 2+ years of accounting experience, preferably involving cash management, reconciliations, or custodial/client account administration. * Strong understanding of GAAP and accounting principles. * Advanced proficiency with Microsoft Excel and Microsoft Office Suite. * Excellent analytical, organizational, and problem-solving skills. * Strong written and verbal communication abilities. * Ability to manage multiple priorities while maintaining a high level of accuracy. * Demonstrated attention to detail and commitment to maintaining confidential information. * Experience with general ledger accounting, account reconciliations, and financial reporting (preferred). * Strong understanding of cash reconciliation and treasury management activities (preferred). * Ability to work independently while contributing as a collaborative team member (preferred). * Experience working with custodial accounts, trust accounts, escrow accounts, client funds, or similar financial structures (preferred). * Knowledge of financial services, asset management, trust operations, or custody-related accounting practices (preferred). * Experience with Sage Intacct (preferred but not required).   Individual compensation will be commensurate with the candidate's experience and qualifications. Certain roles may be eligible for additional compensation, including bonuses, and merit increases. Additionally, certain roles have the opportunity to receive sales commissions that are based on the terms of the sales commission plan applicable to the role. Pay Transparency $35,000—$38,000 USD Benefits: * Comprehensive medical, dental, vision, and life insurance coverage * 401(k) retirement plan with employer match * Health Savings Account (HSA) & Flexible Spending Accounts (FSAs) * Paid time off (PTO) and disability leave * Employee Assistance Program (EAP)   Equal Employment Opportunity: At Point C Health, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business—and our society—stronger. Point C Health is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

Location: Remote (US or Canada) COMPANY OVERVIEW Robots & Pencils is an applied AI engineering firm building the next frontier of business architecture. We design and ship AI co-workers that integrate into enterprise operations and deliver measurable results for our clients. We're all in on AWS, combining deep UX capability with senior engineering talent to get AI into production fast and keep it there. We’ve earned the trust of leaders across Consumer Products and Retail, Education, Energy, Financial Services, Healthcare, and Manufacturing and more, and earned a reputation as the nimble alternative to traditional global systems integrators. Founded in 2009, with delivery centers in Canada, the United States, Eastern Europe, and Latin America, we are smaller, faster, and more senior by design. Our teams average 15+ years of experience. We move fast, sweat the details, and build things that actually ship. POSITION OVERVIEW We're looking for a Product Manager to own product delivery across complex Higher Education engagements. This role is ideal for an experienced product thinker who can run a backlog, translate business needs into clear requirements, and build strong relationships with clients and delivery teams from day one. In this role, you will work as a core member of a cross-functional delivery team, owning backlog management, requirements definition, and sprint execution end-to-end. You'll be joining real, in-flight work where quality and delivery speed matter, collaborating with experienced engineers and designers and growing the product instincts that come from shipping things that matter. WHY THIS ROLE MATTERS Product Managers are how Robots and Pencils turns requirements into shipped work. On the engagements you support, you own the backlog, translate business needs into clear user stories, and keep the team's day-to-day delivery moving. We ship production-ready AI in 30 to 45 days; that pace holds only when someone treats the backlog like their own, keeps the team unblocked, and asks the right question before the team builds the wrong thing. WHAT YOU’LL DO CRAFT & DELIVERY * Own and manage the product backlog, ensuring work is clearly defined, prioritized, and aligned to business outcomes * Translate business needs and stakeholder requests into structured requirements, user stories, and acceptance criteria * Partner with engineering and design to ensure requirements are well understood and delivered with quality * Facilitate sprint planning, backlog refinement, and day-to-day delivery execution to keep the team on track * Identify and manage dependencies, risks, and scope changes throughout the delivery lifecycle * Leverage data, user feedback, and team insights to continuously improve the product * Bring an AI-forward mindset to your daily work, using tools like Claude to accelerate documentation, research, and analysis COLLABORATION & COMMUNICATION * Build and maintain strong relationships with client stakeholders, serving as a trusted partner in delivery * Communicate progress, risks, and tradeoffs clearly to both technical and non-technical audiences * Facilitate working sessions, requirement discussions, and decision-making forums with clients and delivery teams LEADERSHIP & INFLUENCE * Own the outcome of the work, not just the tickets — care about what shipped well, not just what got built * Frame requests in terms of user and business outcomes, not just features * Contribute to a positive, high-performing team environment through reliability, clarity, and good judgment   WHAT YOU’LL BRING * 3+ years of experience in product management or product ownership * Experience in the Higher Education space including Colleague ERP, SIS, and LMS platforms * Strong understanding of agile delivery practices and product ownership responsibilities * Experience writing requirements, user stories, and acceptance criteria for cross-functional delivery teams * Experience working directly with clients or external stakeholders * Strong communication skills across technical and non-technical audiences * Analytical approach to decision-making using data and user insight * Proficiency with product and delivery tools (e.g., Jira, Confluence, Miro) * Demonstrable usage of AI tools to accelerate documentation, research, and analysis (e.g., Claude) * Experience in a consulting or agency environment is a plus   HELPFUL EXTRAS AND UNIQUE SKILLS * Curiosity about prototyping with AI tools (e.g., Claude, Claude Code, Cursor, GitHub Copilot) — willingness to try AI to validate product ideas, even if you haven't done it formally yet. * Experience with process-mapping or documentation tools. * Working familiarity with GenAI fundamentals (LLMs, prompt engineering) — enough to follow technical conversations and ask good questions. * Exposure to AI-powered products as a user, contributor, or observer, and the curiosity to learn how they're built. * Vertical depth in one or more of Consumer Products and Retail, Education, Energy, Financial Services, Healthcare, or Manufacturing.     YOU’LL DO WELL HERE IF YOU ARE * A doer. You see something broken and fix it. You'd rather move on clarity than wait for certainty. * A fast learner who knows you don't know everything. The AI landscape changes weekly. You're senior enough to know better and curious enough to keep learning anyway. * Direct in a way that makes the work better. You give honest feedback. You'd rather have the hard conversation than blow smoke. * Obsessed with craft. You know genius is in the details. You ship exceptional, not perfect, and you don't put your name on work you wouldn't stand behind. * Built for ownership. You honor commitments, admit mistakes fast, and back your teammates when a decision costs something. No handoffs, no finger-pointing. * All in. You treat clients' businesses like your own. You take the work seriously without taking yourself seriously. * Resourceful when the budget, timeline, or team is tight. Constraints don't slow you down. They sharpen you. * Glad to be in the room with people who care as much as you do. Our teams average fifteen-plus years of experience. We hire people who push each other to do better work. * Honest about what you don’t know. You name the assumption, separate customer truth from client opinion, and AI promise from AI reality. You’d rather slow the room down for the right question than rush to the wrong answer.