Finance Operations Analyst

About Pathpoint:

Pathpoint is the first fully digital wholesale broker that offers retail insurance agents a simple, fast, and efficient way to submit, quote, bind, and manage small Commercial Property and Casualty E&S products for insureds. We are rapidly growing and looking to expand our Financial Operations team to support our mission of streamlining financial and accounting workflows for our clients and internal teams.

Job Description:

Pathpoint is seeking a detail-oriented and proactive Financial Operations Analyst to support our Financial Operations Manager in insourcing and optimizing our core finance and accounting processes. This role will involve collaborating across multiple departments to ensure smooth financial operations, assist with monthly reconciliations, and improve process efficiencies. If you are looking to make a significant impact in a fast-paced environment and have a passion for operational excellence, we want to hear from you!

What You'll Do:

• Accounts Payable/Receivable Reconciliation: Assist management in the preparation and reconciliation of agency receivables, vendor payables, and monthly carrier payables, ensuring timely and accurate reporting.
• Wire Payment Processing: Support the processing of unreconciled Ascend wire payments to ensure proper allocation and reconciliation.
• Carrier Payables Management: Assist in logging monthly carrier payables in Novidea, and review and process backlog payables in Salesforce for the current year.
• Data Reconciliation and Workflow Documentation: Collaborate with cross-functional teams to reconcile carrier and Salesforce data. Create and document workflows for the monthly payment process, ensuring accuracy after payments are disbursed.
• Reconciliation of Carrier Accounts: Support senior management in the daily, weekly, and monthly reconciliation of past-due warning accounts for carriers.
• Open Item Reconciliation in Novidea: Assist with reconciling outstanding items in Novidea, including policies with unapproved transactions, to ensure accurate financial records.
• Special Projects and Audits: Participate in special projects, such as internal audits and ad-hoc assignments, as required by senior management.
• Support Finance Team: Provide back-up support to the Finance Manager and team, promoting continuous quality improvement in all finance operations.
• Technical Accounting Application: Apply new technical accounting guidelines to work processes and develop exception reporting and reconciliation procedures to manage high transaction volumes efficiently.

What We're Looking For:

• 2-4 Years of Experience: Previous experience in financial operations, accounting, or a related field, preferably in an insurance brokerage, large agency, or fast-growth environment.
• Attention to Detail: Strong attention to detail and accuracy in handling financial data and processes.
• Technical Skills: Proficiency in QuickBooks Online, Microsoft Excel. Experience with Salesforce or other CRM platforms is a plus.
• Analytical Mindset: Ability to analyze financial data, identify trends, and provide actionable insights to improve processes.
• Self-Starter: Ability to work independently and take initiative in improving existing processes and workflows.
• Collaboration: Strong communication skills and the ability to work effectively with cross-functional teams.

Why Join Pathpoint?

• Impact: Play a critical role in shaping the financial operations of a fast-growing digital wholesale broker.
• Growth: Opportunities for professional development and career advancement.
• Flexibility: Remote work environment with a focus on work-life balance.
• Innovation: Be part of a company that is transforming the insurance industry with cutting-edge technology.

How to Apply:

If you are passionate about financial operations and eager to contribute to a dynamic team, please submit your resume and a brief cover letter explaining why you would be a great fit for Pathpoint.