Senior Analyst, Financial Operations

Overview

This role is for a Senior Analyst within the Financial Operations team at an insurtech company focused on automating claims processes through AI and automation technology. The position involves working closely with customers and internal teams to lead monthly reconciliations and perform critical financial tasks that support seamless, tech-driven claims management.

Responsibilities

• Lead reconciliation of loss fund payments across client programs, ensuring alignment between claims data, financial records, and bank statements.
• Investigate and resolve financial discrepancies with internal teams, claimants, and customers.
• Identify and implement process improvements to enhance accuracy, efficiency, and automation within Financial Operations.
• Document, validate, and improve procedures related to large carrier accounts and high-severity or high-frequency funds.
• Collaborate with cross-functional teams to strengthen financial controls, reporting consistency, and operational performance.
• Support a culture of collaboration and continuous improvement within the Finance team.
• Perform other duties as assigned.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• Minimum of 3 years of experience in finance or an analytical role, preferably within a Third-Party Administrator (TPA) or insurance company.
• Experience across multiple lines of business preferred, with emphasis on Commercial Auto/Transportation.
• Strong proficiency with data tools such as Excel or similar platforms, capable of handling large datasets and detailed reconciliations.
• Excellent organizational and time management skills to manage multiple priorities effectively.
• Strong written and verbal communication skills to clearly convey complex insights.
• Familiarity with claims workflows or loss fund administration is a plus.

Preferred Qualifications

• Experience working with Microsoft 365 Suite, Tableau or Looker (SQL), and other financial reporting and communication applications.
• Ability to thrive in fast-paced, evolving, and sometimes ambiguous environments.
• Proactive, adaptable self-starter with strong problem-solving and process improvement skills.
• Collaborative mindset comfortable working with cross-functional teams and external customers.

Compensation & Benefits

• Comprehensive health insurance package including nationwide coverage, vision, and dental.
• 401(k) retirement plan with employer matching.
• Competitive paid time off policy.
• Generous family leave policy after 8 months of continuous employment.
• Flexible work-from-anywhere policy to support work-life balance.
• Provision of Apple laptop, large second monitor, and other quality-of-life technology equipment.

Location

Remote work from anywhere is supported to facilitate work-life balance.