battleface

Financial Planning and Analysis

• Own and optimize month-end close processes across global insurance operations
• Manage detailed MGA and TPA financial reporting, including premium, claims, and carrier reconciliations
• Build, maintain, and improve Excel-based financial models and reports, including heavy use of pivot tables, lookups, and reconciliation frameworks
• Support P&L ownership, forecasting, budgeting, and cash flow analysis across multiple markets
• Prepare and present monthly financial reporting and insights to the leadership team
• Lead preparation for annual audits, including auditor coordination, data preparation, and reconciliation support
• Ensure compliance with GAAP and relevant local regulatory and tax requirements across jurisdictions
• Oversee AP/AR, payroll coordination, and general ledger maintenance
• Manage relationships with global banking partners and insurance carrier finance teams
• Identify opportunities to reduce manual processes and partner with internal tech, data, and product teams to drive system, reporting, and automation improvements

Finance Manager – Insurance Operations