Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

J.R. WYSS

Salt Lake City,Utah

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills, in addition to proven history in banking and finance operations.

Overview

16
16
years of professional experience

Work History

Trust Supervisor

HealthEquity
09.2021 - Current
  • Lead a team to resolve reconciliation variances, ensuring continuous process improvement. Coach team members, fostering a collaborative and detail-oriented environment. Utilize NetSuite for month-end reconciliations, journal entries, and manage bank and investment reconciliations. Develop relationships with FP&A, Treasury, and Executive stakeholders through custom reports.
  • Manage $20B+ in custodial assets, ensuring accuracy and compliance with applicable regulations such as SOX and SOC testing.
  • Ensure accuracy, compliance and meet recurring and ad-hoc deadlines for $20B+ custodial assets. Deliver impactful reports to FP&A, Treasury, and Executive stakeholders.
  • Utilize NetSuite for month-end tasks, implement analytical strategies to enhance reconciliation processes. Gain expertise in Kyriba TMS for optimized bank management.

Senior Trust Accountant/Trust Accountant I/II

HealthEquity
12.2016 - 09.2021
  • Managed $10B+ in custodial assets, ensuring compliance and accuracy through regular reconciliations. I also performed various tasks such as audit preparations, teach coaching, process improvement, etc.
  • Performed Payroll functions for entire organization of 1,500+ teammates on a semi-monthly basis (pre-acquisition of a competitor), and ~3,000 teammates for a time (post acquisition). Payroll files processed through ADP WorkForce Now
  • Regularly performed out-of-cycle payroll files as needed (such as stock compensation, terminations, bonus payouts, commissions, etc), always meeting deadlines for payouts.
  • Tasked with building out the garnishment program from the ground up; was appointed as the go-to teammates for garnishment processing. Utilized legal connections and resources to follow garnishment compliance and help mitigate risk for the organization. Handled garnishment communication and administration with teammates in a discreet, professional manner.
  • Improved processes by cross-functional collaboration experience with stakeholders across organization to ensure timely and accurate payment of wages and incentives for correct teammates.
  • Regularly worked with representatives at ADP to help ensure accuracy in transactional coding in platform prior to payouts. Helped resolve concerns and variances preventing payroll file from processing on time.
  • Handled requests from teammates and team leaders regarding discrepancies in pay in professional manner.
  • Occasionally assisted in payroll audits performed internally

Treasury Analyst

HealthEquity
05.2016 - 12.2016
  • Managed custodial funds movement between HealthEquity and banking partners, enhancing operational efficiency and reducing transaction errors.
  • Applied analytical skills in banking operations, ensuring accuracy and attention to detail.
  • Initiated and reconciled ACH, wires, and check payments, ensuring timely and accurate transactions.
  • Worked with bank partners to add, test, and troubleshoot bank configurations and payment processing. Performed daily cash management tasks, including cash positioning and reconciliation. Supported the development of operational procedures and payment exception tracking.

Assistant Branch Manager

Deseret First Credit Union
10.2014 - 05.2016
  • Trained branch staff in security compliance, enhancing operational efficiency and customer service.
  • Led branch operations, achieving measurable sales growth and improving regulatory adherence.
  • Developed staff skills, ensuring compliance with policies and fostering a collaborative environment.

Member Service Representative

Deseret First Credit Union
02.2014 - 10.2014
  • Demonstrated strong analytical skills in assisting credit union members, fulfilling a variety of needs over the phone, and handling consumer loan needs.
  • Analyzed member needs to provide tailored financial solutions, enhancing customer satisfaction and loyalty in credit union environment.

Teller

America First Credit Union
09.2009 - 12.2011
  • Utilized relationship banking skills to assist members with financial transactions. Streamlined financial transactions, enhancing member satisfaction and operational efficiency. Resolved complex account issues, ensuring seamless banking experiences.
  • Recipient of multiple 100% 'secret shopper' transaction audits.

Education

Bachelor of Science - Accounting, Business Management

Western Governors University
Salt Lake City, UT
06-2025

Skills

  • Cash Management
  • Bank Relationship Management
  • Kyriba TMS
  • Analytical Skills
  • Process Improvement
  • Operational Procedures Development
  • SOX Compliance
  • ERP Systems (NetSuite)
  • Attention to Detail
  • Team Player
  • Continuous Improvement
  • Communication Skills
  • Microsoft Office
  • Decision-Making
  • ADP WorkForce Now

Accomplishments

  • I earned my Eagle Scout Award at age 15
  • I served a two year church mission in British Columbia, Canada

Timeline

Trust Supervisor

HealthEquity
09.2021 - Current

Senior Trust Accountant/Trust Accountant I/II

HealthEquity
12.2016 - 09.2021

Treasury Analyst

HealthEquity
05.2016 - 12.2016

Assistant Branch Manager

Deseret First Credit Union
10.2014 - 05.2016

Member Service Representative

Deseret First Credit Union
02.2014 - 10.2014

Teller

America First Credit Union
09.2009 - 12.2011

Bachelor of Science - Accounting, Business Management

Western Governors University

Similar Profiles

CREATE PROFILE
J.R. WYSS