Finance Assistant

Role Description

As our Part-Time and Temporary Finance Assistant you will support the US Finance department with a broad range of accounting operations involving high volume transactions for our MGA and claims management entities. This role is well suited for a tech-savvy and detail oriented professional who is comfortable working across multiple systems and multiple entities.

This role reports to the Financial Controller and sits within a team of 11. Working remotely 20-30 hours a week, with the expectation that you'll align to East Coast hours (ET).

What you'll do

• Process and reconcile daily cash receipts, credit card payments, and ACH transactions, ensuring accuracy across systems.
• Manage claims payments and cash disbursements, including positive pay, ACH returns, voids, and stop payments.
• Investigate and resolve payment discrepancies and customer refund queries in partnership 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, and compliance activities, including 1099 preparation and audit support.
• Contribute to process improvements and special projects that enhance operational efficiency and controls.

Qualifications

• 1–3 years of accounting experience — Experience managing financial transactions and maintaining accurate records.
• Advanced Excel skills — Proficient with VLOOKUPs, Pivot Tables, and large datasets.
• Strong attention to detail — Consistently produces accurate and reliable work.
• Google Workspace and Microsoft 365 proficiency — Comfortable working across both platforms.
• Proactive and organised — Takes ownership of tasks and manages priorities effectively.

Requirements

• Insurance or MGA accounting experience — Familiarity with industry-specific accounting processes.
• Sage Intacct experience — Exposure to cloud-based accounting systems.
• Experience with insurance platforms — Knowledge of Velocity, FiveSigma, or policy administration systems.
• Accounting, Finance, or Business Administration qualification — Relevant academic background.

Benefits

• Salary: $45,000 – $50,000 Full-Time Equivalent (FTE), pro-rata based on a 20–30 hour work week. Actual salary dependent on experience and location.
• 25 days of holiday (+5 days after 5 years), 5 sick days and 8 federal holidays.
• Medical, dental and vision health insurance plans.
• Life insurance, short-term, and long-term disability benefits.
• 13 weeks fully paid parental leave for all new parents, regardless of your gender.
• 401(k) with 4% company match.
• Commuter Benefits.
• Flexible working hours to fit your lifestyle.
• $650 annual training allowance & learning opportunities.
• $50 monthly wellbeing.
• 24/7 Employee Assistance Program and mental health benefits.
• Unlimited AI usage with Claude and Gemini.