
Finance Manager – Insurance Operations
battleface
full-time
Posted on:
Location Type: Remote
Location: Ohio • United States
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About the role
- 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
Requirements
- 5+ years of experience in finance or accounting within the insurance industry
- Direct experience with MGA and/or TPA financial operations, including premium and claims reconciliation
- Advanced Excel skills required, including pivot tables, complex formulas, and reconciliation models
- Strong understanding of insurance accounting concepts, including written vs earned premium, claims lag, and carrier settlements
- Bachelor’s degree in Finance or Accounting; CPA or equivalent professional qualification a plus
- High attention to detail paired with strong analytical and problem-solving skills
- Comfortable operating in evolving, partially manual environments while actively improving them
- Strong communication skills and ability to translate complex financial data into clear insights for leadership
Benefits
- Opportunity to take ownership of a core global finance function
- High visibility and direct impact on how the business operates and scales internationally
- A collaborative environment where ideas for improvement are encouraged and implemented
- A mission-driven company focused on protecting and helping travelers worldwide
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial reportingExcelpivot tableslookupsreconciliation frameworksforecastingbudgetingcash flow analysisGAAPinsurance accounting
Soft Skills
attention to detailanalytical skillsproblem-solving skillscommunication skills
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingCPA