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Financial Operations Specialist

2 months ago

California, Missouri, United States Platforminsurance Full time
Impact on Platform Insurance

The ideal candidate will deliver exceptional service to both clients and colleagues.

We seek professionals eager to thrive in a dynamic, fast-paced environment that emphasizes continuous learning and personal growth.

Key Responsibilities


Assist the finance department with daily operations, including premium reconciliations, bank transactions, vendor disbursements, employee reimbursements, account reconciliations, and various ad hoc tasks.

  • Manage, process, and document client deposits efficiently.
  • Ensure timely processing and recording of vendor payments.
  • Handle employee reimbursement processes accurately.
  • Contribute to the preparation and analysis of financial statements on a monthly, quarterly, and annual basis.
  • Assist in the compilation of monthly retail sales tax submissions.


Implement and oversee internal controls to guarantee that accounting practices align with established legal, regulatory, and corporate policies, as well as banking operations.

Qualifications and Experience

  • Bachelor's degree or diploma in Finance, Accounting, or Bookkeeping.
  • Professional Accounting designation is preferred, or in progress (CPA, CA, CMA, or CGA).
  • A minimum of 2 years of accounting experience, preferably within the insurance sector.
  • Proficient in Microsoft Office Suite (Excel, PowerPoint, Outlook, Teams).
  • Strong analytical abilities, problem-solving skills, and meticulous attention to detail.
What We Offer

Platform Insurance provides competitive salaries and comprehensive benefits. As an equal opportunity employer, we celebrate diversity in the workplace. Platform Insurance has been recognized as one of the leading workplaces in the insurance industry.