About the role:

This critical position within Ignition's core FinOps team empowers the business to make informed decisions through precise financial data, ensuring robust financial integrity across all departments. It offers an excellent opportunity for those eager to propel their careers in a dynamic, fast-growing, and culture-driven technology startup.

What your day to day will look like:

Finance 

• Month-End Close: Lead the month-end closing process, ensuring all financial activities are completed accurately and on time.
• Balance Sheet Reviews: Conduct thorough monthly balance sheet reviews and provide final approval.
• Audit Management: Coordinate the external audit and financial statement preparation process, working closely with auditors and advisors. Continuously seek to identify additional requirements and engage auditors proactively.
• Control Implementation: Champion the implementation of recommended control and reporting enhancements.
• Policy Development: Design and enforce financial policies and procedures; train business stakeholders and finance team members on best practices.
• Process Oversight: Oversee and assist accounts receivable, accounts payable, delegation, and procurement processes to ensure efficiency and accuracy.
• Grants and Incentives: Manage the review and application process for available grants and incentives.
• Financial Reporting: Assist in preparing detailed monthly, quarterly, and annual financial reports.
• Budgeting and Forecasting: Support budgeting and forecasting activities, providing key insights and analysis.
• Variance Analysis: Perform variance analysis to identify financial discrepancies and provide actionable insights to management.
• Consolidated Financial Statements: Assist in preparing consolidated financial statements.

Tax & Compliance

• Tax and Compliance Oversight: Oversee the tax and compliance obligations of all entities, collaborating with local outsourced accounting providers.
• Transfer Pricing: Assist with the implementation and ongoing review of transfer pricing policies to ensure compliance and efficiency.
• Compliance Calendar Maintenance: Maintain a comprehensive compliance calendar for all jurisdictions, ensuring timely regulatory and tax filings.
• Tax Filing Approvals: Review and approve annual, quarterly, and monthly tax filings.
• Ad Hoc Reporting: Manage ad hoc reporting requirements for investors and venture capital partners, including audits and tax reports.
• Regulatory Compliance: Ensure all activities comply with local, state, and federal tax regulations.
• Tax Return Preparation: Assist in preparing and filing tax returns, keeping abreast of changes in tax laws.
• Continuous Tax Review: Assist with the continuous review and maintenance of tax records, ensuring accuracy and compliance.
• Audit Coordination: Coordinate with external auditors and tax advisors to facilitate smooth audits.
• Compliance Submissions: Manage compliance submissions such as 1099 forms, ensuring timely and accurate filing.

Treasury 

• Debt and Banking Reporting: Manage debt covenant reporting and other banking-related reporting requirements.
• Funding Monitoring: Monitor and ensure the funding needs of each entity are met, facilitating additional funding where necessary.
• Daily Banking Oversight: Oversee daily business banking, treasury operations, and foreign exchange management, including forecasting.
• Banking Authority: Review and ensure appropriate delegatory authority for banking facilities.
• Facility Evaluation: Evaluate banking and foreign exchange facilities to ensure they meet the company's needs.
• Cash Flow Management: Assist in managing cash flow and ensuring liquidity for operational needs.
• Banking Relationships: Maintain and manage relationships with banking partners.
• Foreign Exchange Transactions: Support the execution of foreign exchange transactions.
• Investment Analysis: Assist with investment analysis and decision-making.
• Cash Flow Forecasting: Prepare and present cash flow forecasts and related financial reports.
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This role is accountable for handling the process aspects of claims assessing required by Claims Consultants to assess claims. The Claims Assistant will also assess low complexity claims as well as assessing and initiating appropriate support options tailored to the customer’s needs where appropriate.

This role is integral to meeting the quality and service standards which ensure the functions are meeting TAL’s Customer and Claims requirements.

• Ensure compliance with TAL policies, procedures and guidelines procedures, ensuring claims management is in accordance with the TAL claims philosophy
• Adhere to external regulations (e.g., Privacy and Life Insurance Code of Practice) and all relevant legislation and industry guidelines
• Ensure all interactions with Customers, Advisers and other internal and external stakeholders adhere to TAL’s
• Customer Service Culture through the provision of high-quality, accurate and compliant work
• Liaise closely across the TAL Claims and other relevant internal departments to provide support in project work (including system and user acceptance testing and procedural reviews)
• Contribute towards a culture of process improvement
• Contribute to department and company projects as required 
• Other ad-hoc duties as required.

Undertake customer service and administration in support of the Claims function, including but not limited to:

• Preparing initial claims for assessment
• Labelling Documents in claims systems
• Monitoring team workflows and taking actions to ensure workflow prioritisation and portfolio management
• Co-ordinating referrals including Medebridge, CDAP, Health Team, Reinsurance
• Scheduling and co-ordinating appointments
• Data entry
• Oversight of claims closures
• Placing LTC checklists into claims
• Oversight of invoicing
• Summarising information from customers e.g., medical reports, clinical notes, rehab updates and progress claim forms
• Answering simple queries from customers e.g., Request for Payment Summaries or payment due dates
• Logging Complaints and Incidents on behalf of consultants
• Holiday/ leave and coverage
• Management of Low Complexity Claims portfolio
• New consultant process coaching
• Draft simple letters to customers – e.g., 5.5 /Payment letters Minimum 1-2 years in a customer service-based role
• Excellent problem-solving skills
• Ability to build rapport over the phone and demonstrate empathy with customers during difficult times
• Outstanding relationship management and negotiation skills
• Meticulous attention to detail
• Understanding of medical terminology (desirable)