Finance Assistant

Job Description

REQUIREMENTS

• 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.

Nice to have

• 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.

RESPONSIBILITIES

• 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.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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