Trust Accountant, UMR - Remote from Indianapolis, IN or Lexington, KY area
Posted 2025-04-06At UnitedHealthcare, weÂre 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.
WhatÂs 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, youÂll 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
YouÂll 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
 BachelorÂs 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 GroupÂs 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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