Finance Manager – Insurance Operations

battleface • Columbus, OH

4d

About The Position

This is a highly operational finance role suited for someone who thrives in a dynamic, sometimes manual environment and is motivated to improve it. You will own core insurance financial processes, lead detailed reporting and reconciliations across multiple regions, and partner with leadership to support decision-making and system improvements as the company scales globally.

Requirements

• 5+ years of experience in finance or accounting within the insurance industry
• Direct experience with MGA and/or TPA financial operations, including premium and claims reconciliation
• Advanced Excel skills required, including pivot tables, complex formulas, and reconciliation models
• Strong understanding of insurance accounting concepts, including written vs earned premium, claims lag, and carrier settlements
• Bachelor’s degree in Finance or Accounting; CPA or equivalent professional qualification a plus
• High attention to detail paired with strong analytical and problem-solving skills
• Comfortable operating in evolving, partially manual environments while actively improving them
• Strong communication skills and ability to translate complex financial data into clear insights for leadership

Nice To Haves

• Travel insurance experience
• Startup or high-growth company experience
• Experience with Microsoft Dynamics 365 or similar ERP systems
• Exposure to multi-country or global insurance programs

Responsibilities

• Own and optimize month-end close processes across global insurance operations
• Manage detailed MGA and TPA financial reporting, including premium, claims, and carrier reconciliations
• Build, maintain, and improve Excel-based financial models and reports, including heavy use of pivot tables, lookups, and reconciliation frameworks
• Support P&L ownership, forecasting, budgeting, and cash flow analysis across multiple markets
• Prepare and present monthly financial reporting and insights to the leadership team
• Lead preparation for annual audits, including auditor coordination, data preparation, and reconciliation support
• Ensure compliance with GAAP and relevant local regulatory and tax requirements across jurisdictions
• Oversee AP/AR, payroll coordination, and general ledger maintenance
• Manage relationships with global banking partners and insurance carrier finance teams
• Identify opportunities to reduce manual processes and partner with internal tech, data, and product teams to drive system, reporting, and automation improvements

Benefits

• Opportunity to take ownership of a core global finance function
• High visibility and direct impact on how the business operates and scales internationally
• A collaborative environment where ideas for improvement are encouraged and implemented
• A mission-driven company focused on protecting and helping travelers worldwide

What This Job Offers

• Job Type: Full-time
• Career Level: Manager