About the role
- We are looking for a senior accountant and process optimization expert for a project-based engagement with one of the world's largest international Managing General Agents (MGAs).
- Working directly with the finance leadership team, you will step into a distributed U.S. accounting group to untangle complex reconciliations, modernize the month-end close, and introduce AI and automation to legacy workflows.
What the role is not
- Not pure staff augmentation. The team already has clerical and day-to-day execution resources.
- This role is about challenging how the work is done, not just turning the crank.
- Not basic bookkeeping.
- The cleanup work involves complex MGA accounting, historical catch-ups, and untangling legacy processes.
- Not order-taking. We do not need someone who waits for step-by-step instructions. You must be proactive in uncovering inefficiencies, questioning existing processes, and proposing solutions.
Key priorities
- Take ownership of the claims accounting area, executing complex catch-up work, resolving historical discrepancies, and establishing clean go-forward processes for premium trust and claims funding.
- Shadow the team through month-end close and day-to-day operations to map existing workflows, identify bottlenecks, and recommend efficiency improvements in how data flows between the MGA and carrier partners.
- Leverage advanced Excel, automation tools, and AI capabilities (such as Copilot Pro) to eliminate manual data entry and streamline cross-system reporting (e.g., high-volume bank reconciliations and bordereaux reporting).
- Act as a thought partner to finance leadership, providing technical accounting context while driving a culture of continuous improvement across teams in San Diego, Dallas, New York, and North Carolina.
What we're looking for
- Deep experience in the insurance sector is required, with specific knowledge of MGA/delegated authority models, premium trust accounting, and carrier reporting being a massive advantage.
- Strong grasp of complex accounting frameworks (CPA/CA preferred) with the ability to untangle legacy reconciliation issues.
- Proven track record of optimizing finance and accounting workflows.
- Formal training (Lean Six Sigma) is a plus but not required.
- Highly proficient in Excel with a demonstrated ability to apply automation or AI tools to finance workflows.
Engagement details
- Start timing: Expected to kick off within the next month, ramping up as the team approaches year-end.
- Duration: Flexible initial length. Will start as project-based support with the potential to extend into a longer-term relationship based on performance.
- Location & hours: Remote. Must be onshore or fully capable of aligning with U.S. working hours, with a strong preference for West Coast hours.
- Capacity: full time (40h per week)