Finance Assistant
ExternalPrepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
About the role
As our Finance Assistant you will support the US Finance department with a broad range of accounting operations involving high volume transactions for our MGA and claims management entities. This role is well suited for a tech-savvy and detail oriented professional who is comfortable working across multiple systems and multiple entities. This role reports to the Financial Controller and sits within a team of 13. Working remotely, with the expectation that you'll align to East Coast hours (ET).
Responsibilities
- Process and reconcile daily cash receipts, credit card payments, and ACH transactions, ensuring accuracy across systems.
- Manage claims payments and cash disbursements, including positive pay, ACH returns, voids, and stop payments.
- Investigate and resolve payment discrepancies and customer refund queries in partnership with Customer Operations and Claims teams.
- Maintain accurate policy administration records, including write-offs and transaction clearing activities.
- Support carrier reporting and invoicing to ensure timely and accurate financial reporting.
- Assist with month-end close, account reconciliations, and compliance activities, including 1099 preparation and audit support.
- Contribute to process improvements and special projects that enhance operational efficiency and controls.
Requirements
- We care more about how you think than what's on your CV. If you meet most of the essentials and are excited about the problem, apply.
- Essential
- 1-3 years of accounting experience - Experience managing financial transactions and maintaining accurate records.
- Advanced Excel skills - Proficient with VLOOKUPs, Pivot Tables, and large datasets.
- Strong attention to detail - Consistently produces accurate and reliable work.
- Google Workspace and Microsoft 365 proficiency - Comfortable working across both platforms.
- Proactive and organised - Takes ownership of tasks and manages priorities effectively.
- Insurance or MGA accounting experience - Familiarity with industry-specific accounting processes.
- Sage Intacct experience - Exposure to cloud-based accounting systems.
- Experience with insurance platforms - Knowledge of Velocity, FiveSigma, or policy administration systems.
- Accounting, Finance, or Business Administration qualification - Relevant academic background.
- How the Finance team uses AI
- Whether you're new to AI or already building with it, we give everyone the tools, time, and support to grow . AI is a multiplier here, it handles the repetitive so you can focus on the work that actually needs you.
- For this team it means;
- Using Claude to analyze aged receivables, uncover collection trends, and prioritise outreach.
- Generating reconciliation commentary and variance analysis in minutes, freeing up time for review and insight.
- Accelerating technical accounting research by quickly surfacing relevant guidance and key considerations.
- We also use AI tools to support our hiring process - not to make decisions, but to help us run a fairer, faster process. You can read more about how we approach that here , including tips for how you can use AI to prepare.
- What to expect from the process
- Screen: A 30-minute video call with the Talent team. We'll cover the role, your background, and your questions.
- First interview: A 60-minute video call with the Financial Controller and People Operations Lead
- Final interview: A 60-minute video call with the Financial Controller and Director of Finance
- We design this to be a two-way conversation. Come with questions - we want you to leave knowing whether this is the right move for you.
Benefits
Additional Information
Join a high-growth Insurtech where you'll keep money moving accurately across payments, claims, and reconciliations while helping sharpen the financial engine behind a modern insurance platform. $113M funded. Global footprint. AI-powered. Human-driven. 🚀 INSHUR is the embedded insurance powerhouse for the on-demand world. We partner with giants like Uber and Amazon to provide fair, data-backed coverage for the modern workforce. We're 220 people strong across the UK, US, and Netherlands, using AI as a multiplier to stay ahead of the curve. Want to work where tech actually meets the road? You're in the right place. Find out more about our history, values, hiring process and more here .
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at Inshur? Share your experience