Analyst, Financial Operations

About Reserv

Reserv is an insurtech creating and incubating cutting-edge AI and automation technology to bring efficiency and simplicity to claims. Founded by insurtech veterans with deep experience in SaaS and digital claims, Reserv is venture-backed by Bain Capital and Altai Ventures and began operations in May 2022. We are focused on automating highly manual tasks to tackle long-standing problems in claims and set a new standard for TPAs, insurance technology providers, and adjusters alike. We have ambitious (but attainable!) goals and need people who can work in an evolving environment. If building a leading TPA and the prospect of tackling the long-standing challenges of the claims role sounds exciting, we can't wait to meet you.

About the role

As an Analyst, Financial Operations, you will be instrumental in assisting with monthly reconciliations while also supporting critical financial tasks for our customers. You will collaborate cross-functional 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.

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.
• 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 to the role:

• Assist in reconciling US, UK, and other European loss fund payments with claims data, financial records, and bank statements.
• Collaborate on investigating and resolving any financial discrepancies with internal teams and customers
• Work with the financial operations team to document processes and procedures.
• Actively identify opportunities for optimization to support continuous improvement.
• Other duties as assigned.

Requirements

• Bachelor's degree in Business, Operations Management, Finance, or a related field.
• 1-3 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.
• 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.

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
• 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. If you believe you are a good fit for this role, we would love to hear from you!