About The Position

As a Senior Analyst within the Financial Operations team, your primary focus will be working with our transportation customers leading monthly reconciliations and critical financial tasks. You will collaborate cross-functionally internally to reconcile financial data and implement solutions that improve service delivery for our clients. Your contributions will directly impact Reserv's ability to provide seamless, tech-driven claims management and reconciliation, ensuring that we continue to set new standards in the industry. This role is ideal for individuals who thrive in fast-paced environments and are passionate about using technology to transform traditional insurance operations.

Requirements

  • Bachelor's degree in Business, Operations Management, Finance, or a related field.
  • At least 3+ years of experience in an accounting, finance, or analytical role, preferably with a TPA or an insurance company.
  • Strong proficiency in data tools such as Excel or similar platforms; experience with visualization tools is a plus.
  • 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.

Nice To Haves

  • Proficiency in data analysis tools such as SQL, with the ability to write queries, preferred but not required.
  • Familiarity with claims management processes preferred but not required.

Responsibilities

  • Lead the reconciliation of loss fund payments for the transportation line of business, 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.
  • Support a culture of collaboration and continuous improvement within the Finance team.
  • Other duties as assigned.

Benefits

  • Generous health-insurance package with nationwide coverage, vision, & dental
  • 401(k) retirement plan with employer matching
  • Competitive PTO policy - we want our employees fresh, healthy, happy, and energized!
  • 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. Technology is something that should make your life easier, not harder!
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