Senior Analyst, Financial Operations

Reserv; United States; Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

Generous health-insurance package

401(k) with employer matching

Generous PTO

Family leave policy

Work from anywhere

Apple laptop + large monitor

Job summary

Reserv is seeking a Senior Analyst to lead reconciliation of loss fund payments and collaborate with cross-functional teams to improve financial controls and reporting. You will work with internal stakeholders and customers to resolve discrepancies and implement automation wherever possible.

The role emphasizes data-driven problem solving, strong communication, and the ability to thrive in a fast-paced fintech-insurance environment. Remote work options are available in the United States.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3+ years of finance/analytical experience, preferably in insurance/TPA.
• Experience across multiple lines of business preferred, Commercial Auto/Transportation favored.

Responsibilities

• Lead reconciliation of loss fund payments across client programs and align data.
• Investigate and resolve financial discrepancies with internal teams, claimants, and customers.
• Identify and implement process improvements to increase accuracy, efficiency, and automation.

Skills

Problem solving

Detail-oriented

Strong communication

Cross-functional

Data analysis

Education

Bachelor's degree

Tools

Tableau

Looker

SQL

Excel

Job description

About the role

As a Senior Analyst within the Financial Operations team, your primary focus will be working with our 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 deliver seamless, tech-driven claims management and reconciliation, ensuring we continue to set new industry standards. This role is ideal for individuals who thrive in fast-paced environments and are passionate about using technology to transform traditional insurance operations.

Who you are

• 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.
• Experienced working with tools such as Microsoft 365 Suite, Tableau or Looker (SQL), and other financial reporting and communication applications.

What we need

We need you to do all the things typical of the role:

• 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.
• Support a culture of collaboration and continuous improvement within the Finance team.
• Other duties as assigned.

Requirements

• 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.
• Experience across multiple lines of business preferred, with a preference for Commercial Auto/Transportation.
• 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.
• 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 – 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!

At Reserv, we value diversity in backgrounds, perspectives, and life experiences and believe that diversity in viewpoints and critical thinking drives innovation, first-principles thinking, and success. We welcome applicants from all backgrounds and encourage those from all walks of life to apply.