Note: The job is a remote job and is open to candidates in USA. Reserv is an insurtech focused on using AI and automation to improve claims management and reconciliation. The Senior Analyst, Financial Operations will lead monthly and loss fund reconciliations, investigate discrepancies, improve financial processes, strengthen controls and reporting, and mentor team members while collaborating with internal teams and customers.
Responsibilities
- Lead the reconciliation of loss fund payments across client programs, ensuring alignment between claims data, financial records, and bank statements
- Investigate and resolve any financial discrepancies with internal teams, claimants, and customers
- Identify and implement process improvements to increase accuracy, efficiency, and automation within Financial Operations
- Document, validate, and enhance procedures related to large carrier accounts and high-severity or high-frequency funds
- Partner with cross-functional teams to strengthen financial controls, reporting consistency, and overall operational performance
- Mentor and support the growth of team members
- Support a culture of collaboration and continuous improvement within the Finance team
- Other duties as assigned
Skills
- Candidates must reside in an eligible U.S. state throughout employment
- We are unable to hire candidates residing in ****California, Alaska, Hawaii, U.S. territories, or outside the United States.****
- * A critical thinker with a strong aptitude for problem-solving and process improvement
- * Someone who geeks out on numbers and loves working through discrepancies
- * Detail-oriented with strong organizational skills, capable of managing multiple priorities and projects
- * A strong communicator, capable of presenting insights to both technical and non-technical audiences
- * A proactive and adaptable self-starter who excels in a fast-paced, rapidly evolving, and sometimes ambiguous environment
- * Collaborative and comfortable working closely with cross-functional teams and external customers
- * Someone with experience in mentoring others and an interest in growing into a leadership role as our team scales
- * Experienced working with tools such as Microsoft 365 Suite, Tableau, or Looker (SQL), and other financial reporting and communication applications
- * Bachelor's degree in Accounting, Finance, or a related field
- * At least 3+ years of experience in finance, or an analytical role, preferably with a TPA or an insurance company
- * Relentless in hands-on reconciliation work, tracing every discrepancy down to its root cause
- * Strong proficiency in data tools such as Excel or similar platforms, including the ability to work with large datasets and perform detailed reconciliations
- * Excellent organizational and time management skills, with the ability to manage multiple priorities effectively
- * Strong communication skills, both written and verbal, to convey complex insights clearly
- * Experience across multiple lines of business preferred, with a preference for Commercial Auto/Transportation
- * Prior leadership, management, or mentorship experience is a plus
- * Familiarity with claims workflows or loss fund administration is a plus
Benefits
- Generous health-insurance package with nationwide coverage, vision, & dental
- 401(k) retirement plan with employer matching
- Competitive PTO policy
- Generous family leave policy after 8 months of continuous work
- Work from anywhere to facilitate your work life balance
- Apple laptop, large second monitor, and other quality-of-life equipment you may want
Company Overview