Finance Assistant – Part-Time Temporary

Overview

A high-growth insurtech company is seeking a Part-Time and Temporary Finance Assistant to support the US Finance department. This role involves managing a broad range of accounting operations related to high volume transactions for managing general agent (MGA) and claims management entities. The position is remote, requires 20-30 hours per week, and candidates should be available to work aligned with East Coast (ET) hours.

Responsibilities

• Process and reconcile daily cash receipts, credit card payments, and ACH transactions, ensuring accuracy across multiple systems.
• Manage claims payments and cash disbursements, including handling positive pay, ACH returns, voids, and stop payments.
• Investigate and resolve payment discrepancies and customer refund queries in collaboration with Customer Operations and Claims teams.
• Maintain accurate policy administration records, including write-offs and transaction clearing activities.
• Support carrier reporting and invoicing to ensure timely and accurate financial reporting.
• Assist with month-end close, account reconciliations, compliance activities such as 1099 preparation, and audit support.
• Contribute to process improvements and special projects to enhance operational efficiency and controls.

Requirements

• 1–3 years of accounting experience managing financial transactions and maintaining accurate records.
• Advanced Excel skills, including proficiency with VLOOKUPs, Pivot Tables, and handling large datasets.
• Strong attention to detail with a consistent track record of producing accurate and reliable work.
• Proficiency with Google Workspace and Microsoft 365 platforms.
• Proactive, organized, and able to take ownership of tasks while managing priorities effectively.

Preferred Qualifications

• Experience in insurance or MGA accounting.
• Familiarity with cloud-based accounting systems such as Sage Intacct.
• Knowledge of insurance platforms like Velocity, FiveSigma, or policy administration systems.
• Academic qualifications in Accounting, Finance, or Business Administration.

Use of AI in Finance Team

The finance team leverages AI tools to increase efficiency and focus on higher-value work, including:

• Analyzing aged receivables and prioritizing collection outreach.
• Generating reconciliation commentary and variance analysis rapidly.
• Accelerating technical accounting research by surfacing relevant guidance.

Compensation & Benefits

• Salary range: $45,000 – $50,000 Full-Time Equivalent (FTE), pro-rated for 20–30 hours per week; actual salary depends on experience and location.
• 25 days of holiday plus 5 additional days after 5 years of service.
• 5 sick days and 8 federal holidays.
• Medical, dental, and vision insurance plans.
• Life insurance, short-term and long-term disability benefits.
• 13 weeks fully paid parental leave for all new parents.
• 401(k) plan with 4% company match.
• Commuter benefits.
• Flexible working hours.
• $650 annual training allowance and learning opportunities.
• $50 monthly wellbeing allowance.
• 24/7 Employee Assistance Program and mental health benefits.
• Unlimited AI tool usage.

Location

Remote position with expectation to align working hours to US East Coast (ET).

Hiring Process

• Initial 30-minute video call with Talent team to discuss the role and candidate background.
• First interview: 45-60 minute video call with Financial Controller and People Operations Lead.
• Final interview: 45-60 minute video call with Financial Controller and Director of Finance.

The process is designed as a two-way conversation to ensure mutual fit.

Equal Opportunity & Flexibility

The organization is committed to building an inclusive team and follows a structured hiring process to reduce bias. Applications are welcome from all backgrounds without discrimination based on race, color, religion, gender identity or expression, sexual orientation, national origin, disability, or age.

Flexible working arrangements such as part-time or job-sharing are open for discussion. Reasonable accommodations during the hiring process are available upon request.