Insurance Treasury Disbursement Specialist - 8 months

RecruitFirst; Região Norte; On-site; BRL 248,000 - 383,000; Full time

Job summary

RecruitFirst is seeking a Finance Operations professional to manage daily payment processing for insurance payouts, vendors, staff reimbursements, and related transfers. You will support month-end closings, reconciliations, and system troubleshooting across Life Asia, Oracle, Anaplan, and Alteryx.

The role requires experience in insurance accounting, strong analytical skills, and the ability to work in a fast-paced environment with multiple priorities.

Qualifications

• Insurance industry experience with knowledge of insurance accounting, AP & AR.
• Experience in payment processing, balance sheet reconciliation and month-end closing.
• Strong analytical, problem-solving and attention-to-detail skills.
• Able to work independently, meet deadlines and handle high-volume workloads.
• Proficient in financial systems; Oracle Fusion experience is a plus.
• Comfortable working in a fast-paced environment and managing multiple priorities.
• Strong communication and teamwork skills.
• Self-motivated with a focus on accuracy and quality.

Responsibilities

• Execute daily payment processing for insurance payouts, vendors, staff reimbursements, commissions, incentives, and investment bank transfers, ensuring accuracy, timeliness, and compliance with policies and controls.
• Response to Life Operations queries on payment status and accounting code for insurance/expense processing.
• Perform assigned balance sheet reconciliations, including bank reconciliations, inter fund, inter company, and other supporting schedules.
• Support month end closing activities, including accruals, provisions (e.g. premiums, claims, NBP), fixed asset accounting, and expense allocations.
• Act as a system user and first level troubleshooter for finance systems and tools (e.g. Life Asia, Oracle, Anaplan, Alteryx), including issue identification, escalation, and resolution of internal user enquiries related to systems or reports.
• Drive ongoing process improvement initiatives to enhance efficiency, strengthen controls, and streamline end to end workflows.
• Prepare ad hoc schedules, provide audit documentation, and perform financial analysis to support internal and external audit requirements.
• Support finance projects, system enhancements, and other assignments as directed by management.

Skills

Insurance industry experience

Payment processing

Balance sheet reconciliation

Month-end closing

Analytical skills

Attention to detail

Financial systems

Self-motivation

Tools

Oracle Fusion

Job description

Location:

Asia Square

Working Hours:

Mon - Fri, 9am - 6pm

Responsibilities:

• Execute daily payment processing for insurance payouts, vendors, staff reimbursements, commissions, incentives, and investment bank transfers, ensuring accuracy, timeliness, and compliance with policies and controls.
• Response to Life Operations queries on payment status and accounting code for insurance/expense processing
• Perform assigned balance sheet reconciliations, including bank reconciliations, inter fund, inter company, and other supporting schedules.
• Support month end closing activities, including accruals, provisions (e.g. premiums, claims, NBP), fixed asset accounting, and expense allocations.
• Act as a system user and first level troubleshooter for finance systems and tools (e.g. Life Asia, Oracle, Anaplan, Alteryx), including issue identification, escalation, and resolution of internal user enquiries related to systems or reports.
• Drive ongoing process improvement initiatives to enhance efficiency, strengthen controls, and streamline end to end workflows.
• Prepare ad hoc schedules, provide audit documentation, and perform financial analysis to support internal and external audit requirements.
• Support finance projects, system enhancements, and other assignments as directed by management.

Requirements:

• Insurance industry experience with knowledge of insurance accounting, AP & AR.
• Experience in payment processing, balance sheet reconciliation and month-end closing.
• Strong analytical, problem-solving and attention-to-detail skills.
• Able to work independently, meet deadlines and handle high-volume workloads.
• Proficient in financial systems; Oracle Fusion experience is a plus.
• Comfortable working in a fast-paced environment and managing multiple priorities.
• Strong communication and teamwork skills.
• Self-motivated with a focus on accuracy and quality.