Accounting Operations Expert – Insurance

Stellenbeschreibung:

Take ownership of the claims accounting area
Execute complex catch-up work and resolve historical discrepancies
Establish clean go-forward processes for premium trust and claims funding
Shadow the team through month-end close and day-to-day operations
Map existing workflows and identify bottlenecks
Recommend efficiency improvements in data flows between the MGA and carrier partners
Leverage advanced Excel, automation tools, and AI capabilities such as Copilot Pro
Eliminate manual data entry and streamline cross-system reporting
Handle high-volume bank reconciliations and bordereaux reporting
Act as a thought partner to finance leadership
Provide technical accounting context
Drive continuous improvement across teams in San Diego, Dallas, New York, and North Carolina

Requirements

Deep experience in the insurance sector is required
Specific knowledge of MGA/delegated authority models
Knowledge of premium trust accounting and carrier reporting is a massive advantage
Strong grasp of complex accounting frameworks
CPA/CA preferred
Proven track record of optimizing finance and accounting workflows
Highly proficient in Excel
Demonstrated ability to apply automation or AI tools to finance workflows
Must be onshore or fully capable of aligning with U.S. working hours
Strong preference for West Coast hours
Proactive approach to uncovering inefficiencies, questioning existing processes, and proposing solutions

Core Competencies

Demonstrates expertise in claims accounting, premium trust accounting, and carrier reporting, with a strong focus on process optimization and automation in finance workflows. Proven ability to drive continuous improvement and efficiency across teams in the insurance sector.