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Trust Accountant, UMR - Remote from Indianapolis, IN or Lexington, KY area

Remote, USA Full-time Posted 2025-04-16

At UnitedHealthcare, we??re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing... together.

What??s the secret to strengthening and growing a better health care system? Sitting at the table with the right players. As an Accountant with E&I UMR within UnitedHealthcare, you??ll be responsible for making order out of the complex workings of a global leader. Financial discipline and accountability count more today than ever. This is why your performance and innovation will find a reception here like nowhere else.

If you are located in Indianapolis, IN or Lexington, KY area, you will have the flexibility to work remotely* as you take on some tough challenges.

Primary Responsibilities
?? Maintain general ledger accounts and related activities for the production of financial statements and reports for Taft Hartley Trust Funds.
?? Perform bank account reconciliation and analysis
?? Prepare journal entries and review accounting classification in accordance with generally-accepted accounting principles in preparation for trustee meetings and audit
?? Analyze and prepare financial statements, including balance sheets and statements of financial position
?? Work with auditors on annual fund audits
?? Provide explanation and investigate auditor findings
?? Analyze investment statement activity and reconcile for journal entries input
?? Process payments and retrieve required statements from websites.
?? Investigate tax issues, work with the IRS and state, and provide solutions to any tax issues
?? Maintain relationships with banking and investment vendors
?? Occasional travel for onsite audit work

You??ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications
?? Bachelor??s in Accounting or Finance
?? 1+ years of accounting experience
?? QuickBooks experience
?? Solid understanding of generally accepted accounting principles and financial statements
?? Proficiency with Microsoft Excel (pivot tables, formulas, VLOOKUP, etc.)
?? Intermediate proficiency with Outlook, Word, SharePoint, Adobe
?? Ability to prioritize work to meet deadlines
?? Demonstrated excellent attention to detail
?? Problem solving abilities
?? Willing and able to travel 10% +/- depending on business need
?? Reside within a commutable distance from Lexington, Kentucky or Indianapolis, IN

Preferred Qualifications
?? 2+ years of accounting experience
?? Banking and cash management experience
?? All employees working remotely will be required to adhere to UnitedHealth Group??s Telecommuter Policy

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes ?? an enterprise priority reflected in our mission.

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment

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