Finance Operations Manager - Insurance / InsurTech

Polikov Recruitment Solutions

United States

Remote

USD 85,000 - 120,000

Full time

11 days ago

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Job summary

Polikov Recruitment Solutions is partnered with a technology-driven insurer seeking a Finance Operations Manager to join its Operations team. The role emphasizes AR/AP, cash reconciliation, and credit control within an insurance-focused context, with adaptability as workflows evolve.

The ideal candidate brings 4–7 years of Finance Operations experience, strong Excel skills, and comfort working with cross-functional teams across Finance, Operations, Technology and external partners.

Qualifications

  • Approximately 4–7 years of AR/AP, credit control, cash management, risk exchange or related Finance Operations experience.
  • Strong insurance industry experience; InsurTech experience is a plus.
  • Hands-on experience with cash collections, reconciliations, payables and aged receivables.
  • Strong Excel skills and the technical aptitude to quickly learn proprietary systems, AI platforms, and data-management tools.
  • Ability to review ledgers, identify discrepancies and resolve complex outstanding items.
  • Comfortable working across Finance, Operations, Technology and external/outsourced teams.
  • Process-minded with an eye toward improving workflows, reporting, controls and overall efficiency.
  • Someone who can multitask, reprioritize quickly and work autonomously without losing accuracy or attention to detail.
  • Strong communicator who can build relationships across different levels and functions of the organization.

Skills

AR/AP
Cash management
Credit control
Excel
Data-management tools
Ledger reconciliation
Cross-functional collaboration
Process improvement
Communication

Tools

Proprietary systems
AI platforms
Data analytics tools

Job description

We’re partnering with a rapidly growing, technology-driven insurance organization looking to add a Finance Operations Manager to its Operations team.

This is a great opportunity for someone who brings the Finance/Accounting fundamentals — AR/AP, cash reconciliation, collections and credit control — but also understands the insurance world. Experience within an insurance carrier, MGA, specialty insurance organization or InsurTech environment would be highly valuable.

This is also not a slow-moving, highly structured finance environment. The team is growing and evolving, priorities can shift, and the right person needs to be comfortable moving on the fly, juggling multiple assignments and adapting as workflows and processes change.

What we’re looking for:
  • Approximately 4–7 years of AR/AP, credit control, cash management, risk exchange or related Finance Operations experience
  • Strong insurance industry experience; InsurTech experience is a plus
  • Hands-on experience with cash collections, reconciliations, payables and aged receivables
  • Strong Excel skills and the technical aptitude to quickly learn proprietary systems, AI platforms, and data-management tools.
  • Ability to review ledgers, identify discrepancies and resolve complex outstanding items
  • Comfortable working across Finance, Operations, Technology and external/outsourced teams
  • Process-minded with an eye toward improving workflows, reporting, controls and overall efficiency
  • Someone who can multitask, reprioritize quickly and work autonomously without losing accuracy or attention to detail
  • Strong communicator who can build relationships across different levels and functions of the organization

This role is 100% remote.

KEYWORDS:

Accounting, Accountant, CPA, Credit Control, Finance, Operations, Finance Operation, Finance Operations, Commercial Insurance, P&C Insurance, MGA, Program Administrator, MGU, Underwriter, Broker

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