---
title: 'Accounting Operations Expert (Insurance) at Gratia'
canonical: 'https://feeny.ai/job/accounting-operations-expert-insurance-gratia-illinois-an2jtsy36tg9'
type: 'job'
last_seen: '2026-09-12'
---

# Accounting Operations Expert (Insurance) at Gratia

- **Company:** Gratia
- **Location:** Illinois
- **Employment:** contract
- **Work type:** remote
- **Posted:** 2026-09-11
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/gratia/3fc74739-cac1-4dc7-ad41-129a6bc0f691

## Job description

## About the role

We are looking for a senior accountant and process optimization expert for a project-based engagement with one of the world's largest international Managing General Agents (MGAs). Working directly with the finance leadership team, you will step into a distributed U.S. accounting group to untangle complex reconciliations, modernize the month-end close, and introduce AI and automation to legacy workflows.

What the role is not

- Not pure staff augmentation. The team already has clerical and day-to-day execution resources. This role is about challenging how the work is done, not just turning the crank.
- Not basic bookkeeping. The cleanup work involves complex MGA accounting, historical catch-ups, and untangling legacy processes.
- Not order-taking. We do not need someone who waits for step-by-step instructions. You must be proactive in uncovering inefficiencies, questioning existing processes, and proposing solutions.

## Key priorities

- Take ownership of the claims accounting area, executing complex catch-up work, resolving historical discrepancies, and establishing clean go-forward processes for premium trust and claims funding.
- Shadow the team through month-end close and day-to-day operations to map existing workflows, identify bottlenecks, and recommend efficiency improvements in how data flows between the MGA and carrier partners.
- Leverage advanced Excel, automation tools, and AI capabilities (such as Copilot Pro) to eliminate manual data entry and streamline cross-system reporting (e.g., high-volume bank reconciliations and bordereaux reporting).
- Act as a thought partner to finance leadership, providing technical accounting context while driving a culture of continuous improvement across teams in San Diego, Dallas, New York, and North Carolina.

## What we're looking for

- Deep experience in the insurance sector is required, with specific knowledge of MGA/delegated authority models, premium trust accounting, and carrier reporting being a massive advantage.
- Strong grasp of complex accounting frameworks (CPA/CA preferred) with the ability to untangle legacy reconciliation issues.
- Proven track record of optimizing finance and accounting workflows. Formal training (Lean Six Sigma) is a plus but not required.
- Highly proficient in Excel with a demonstrated ability to apply automation or AI tools to finance workflows.

Engagement details

- Start timing: Expected to kick off within the next month, ramping up as the team approaches year-end.
- Duration: Flexible initial length. Will start as project-based support with the potential to extend into a longer-term relationship based on performance.
- Location & hours: Remote. Must be onshore or fully capable of aligning with U.S. working hours, with a strong preference for West Coast hours.
- Capacity: full time (40h per week)

## About Gratia

## Company Overview
- **One-liner**: Gratia is a tech-enabled platform that connects companies with pre-vetted, AI-augmented analysts for on-demand business analysis, research, and strategy work.
- **Entity Type**: Private (funding stage not publicly disclosed)
- **Headquarters**: Remote-first (location not publicly disclosed)
- **Founded**: 2023
- **Founders**: Jackie Churchwell (Co-Founder & CEO)

## Core Business
- Primary industry/industries: Professional services / talent marketplace for business analysts
- Target customers: B2B – enterprises, SMBs, and startups needing on-demand analytical support
- Mission or purpose statement: “Democratize access to opportunity for high-potential analysts and provide companies with rigorous, on-demand execution.”

## Products & Services
- **Superanalysts-as-a-Service**: On-demand, pre-vetted analysts for projects in market research, data & analytics, financial modeling, GTM strategy, operational optimization, sales support, and more. Analysts are AI-powered and undergo continuous upskilling.
- **Apprenticeship Program**: Structured training and real-project experience for early-career analysts, designed to build skills regardless of pedigree.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total funding not disclosed; company has delivered 55,300+ hours across 270+ projects with an NPS of 88.2.
- **Notable Investors/Partners**: Not publicly disclosed
- **Growth Signals**: Founded in 2023, already matched 150+ analysts, operates remote-first, and is actively hiring for founding-level roles (Founding Engineer, Head of Growth, Head of Strategic Operations) – indicating early but accelerating growth.

## Competitive Advantages
- **AI-augmented analysts**: Every analyst is trained to leverage AI tools, combining human judgment with technology for speed and accuracy.
- **Top 5% vetting**: Only the highest-skilled applicants (based on problem-solving, technical expertise, communication) are accepted.
- **Apprenticeship model**: Upskilling and feedback loops ensure consistent quality and analyst retention, differentiating from traditional gig platforms.
- **Skills over pedigree**: Screening is based on demonstrated ability, not résumé background, widening the talent pool.

## Strategic Focus
- Scale the analyst network and platform capabilities (screening, matching, upskilling).
- Expand into new geographies and industry verticals.
- Build out the leadership team and formalize operational processes to support growth.

## Why Work Here
- **Remote-first culture**: Fully distributed team from day one, emphasizing flexibility, trust, and results.
- **High-impact work**: Contributions drive real company growth from the start, with minimal bureaucracy.
- **Clear collaboration**: Transparent communication, straightforward processes, and no “corporate fluff.”
- **Meaningful mission**: The company aims to bridge the opportunity gap for analysts globally.
- **Open roles**: Currently hiring internally (e.g., Head of Operations) and seeking founding engineers and growth leads.

## Sources
1. [gogratia.com](https://gogratia.com/)
2. [gogratia.com/about-us](https://gogratia.com/about-us)
3. [gogratia.com/careers](https://www.gogratia.com/careers)
4. [gogratia.com/careers/internal-roles](https://gogratia.com/careers/internal-roles)
5. [jobs.ashbyhq.com/gratia](https://jobs.ashbyhq.com/gratia)

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