... education, insurance, loans, real estate and travel. Role Overview: We're looking for a senior ... Own SMB methodology strategy across formation, banking, accounting, payroll, payments ...
... education, insurance, loans, real estate and travel. Role Overview: We're looking for a senior ... Own SMB methodology strategy across formation, banking, accounting, payroll, payments ...
An insurance license is not required to apply, and we are able to help you acquire a license ... accountants, etc.) the list goes on and on. If you're teachable, you will succeed Sales experience ...
An insurance license is not required to apply, and we are able to help you acquire a license ... accountants, etc.) the list goes on and on. If you're teachable, you will succeed Sales experience ...
Senior Financial Analyst, Commercial (REMOTE)
Dover, DE · Remote
$79K - $100K/yr
Bachelors degree in accounting or finance * Experience in a Financial Leadership Development ... Medical, Dental, and Vision Insurance Options * Life and Disability Insurance * Paid Time-Off
Senior Financial Analyst, Commercial (REMOTE)
Dover, DE · Remote
$79K - $100K/yr
Bachelors degree in accounting or finance * Experience in a Financial Leadership Development ... Medical, Dental, and Vision Insurance Options * Life and Disability Insurance * Paid Time-Off
Senior Net Revenue Analyst (Remote)
Wilmington, DE · On-site +1
$68K - $109K/yr
Full Medical, Dental, Vision, Life Insurance, etc. * Two retirement planning offerings, including ... Understands the reconciliation process of source accounting system to RCA system daily and can ...
Senior Net Revenue Analyst (Remote)
Wilmington, DE · On-site +1
$68K - $109K/yr
Full Medical, Dental, Vision, Life Insurance, etc. * Two retirement planning offerings, including ... Understands the reconciliation process of source accounting system to RCA system daily and can ...
Senior React + Node Engineer (Financial background) - Remote - USA
Dover, DE · On-site +1
$122K - $161K/yr
Solid understanding of financial or accounting systems (ledgers, reconciliation, etc.) is a plus ... Health, dental, and vision insurance. * 401(k) w/ 4% match. * Ample opportunity for career ...
Senior React + Node Engineer (Financial background) - Remote - USA
Dover, DE · On-site +1
$122K - $161K/yr
Solid understanding of financial or accounting systems (ledgers, reconciliation, etc.) is a plus ... Health, dental, and vision insurance. * 401(k) w/ 4% match. * Ample opportunity for career ...
Deal Advisory Manager (Healthcare)
Wilmington, DE · On-site +1
$117K - $183K/yr
Ranked among the largest accounting and consulting firms in the country and consistently recognized ... or possibly remote for the right resource. Our National Deal Advisory practice supports M&A ...
Deal Advisory Manager (Healthcare)
Wilmington, DE · On-site +1
$117K - $183K/yr
Ranked among the largest accounting and consulting firms in the country and consistently recognized ... or possibly remote for the right resource. Our National Deal Advisory practice supports M&A ...
Overview This is a remote, commissioned career opportunity based out of New Castle County or Kent ... accountants and other external referral sources to obtain mortgage loan applications. Requires ...
Overview This is a remote, commissioned career opportunity based out of New Castle County or Kent ... accountants and other external referral sources to obtain mortgage loan applications. Requires ...
Remote Insurance Accounting information
How does working remotely in insurance accounting impact collaboration with other departments?
What are the key skills and qualifications needed to thrive as a Remote Insurance Accountant, and why are they important?
What is remote insurance accounting?
What is the difference between Remote Insurance Accounting vs Remote Insurance Underwriting?
| Aspect | Remote Insurance Accounting | Remote Insurance Underwriting |
|---|---|---|
| Credentials | Accounting certifications (e.g., CPA), finance background | Underwriting licenses, insurance certifications |
| Work Environment | Finance departments, accounting teams | Underwriting departments, risk assessment teams |
| Industry Usage | Common in insurance companies, brokers, and agencies | Primarily in insurance carriers and underwriting firms |
| Job Focus | Financial record-keeping, claims processing, compliance | Risk evaluation, policy approval, pricing decisions |
Remote Insurance Accounting involves managing financial records, claims, and compliance remotely within insurance companies. In contrast, Remote Insurance Underwriting focuses on assessing risks and approving policies from a distance. Both roles require industry-specific knowledge but differ in their core responsibilities and certifications.

Full-time
Posted 21 days ago
Job description
We are an experienced team of industry experts dedicated to helping readers make smart decisions and choose the right products with ease. Forbes Advisor boasts decades of experience across dozens of geographies and teams, including Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology and Sales. The team brings rich industry knowledge to Forbes Advisor's global coverage of consumer credit, debt, health, home improvement, banking, investing, credit cards, small business, education, insurance, loans, real estate and travel.
Role Overview:
We're looking for a senior small business expert to lead how we define, collect and assess data within Forbes Advisor's SMB vertical. As Head of Methodology & Data, SMB, you'll own the strategic vision and execution for Forbes Advisor's SMB methodologies and data products spanning business formation, accounting, payroll, payments, communications, HR and business operations software.
You'll work cross-functionally to turn complex business products, operational workflows, regulations and customer needs into clear, defensible scoring frameworks and structured datasets.
This is a hands-on strategy and leadership role: part SME, part architect of how our SMB rankings and data products work and evolve.
Responsibilities:
- Own SMB methodology strategy across formation, banking, accounting, payroll, payments, communications, HR, lending and business operations software.
- Define clear, defensible evaluation frameworks that reflect SMB user needs, market realities and update cadence.
- Shape proprietary SMB metrics and structured datasets for rankings, editorial use and potential data products.
- Define research and data collection requirements; partner with testing, data and research teams to ensure evidence quality.
- Establish quality standards for SMB methodologies, scoring models, documentation and analyst work.
- Mentor analysts and serve as the internal SME for SMB market dynamics, methodology design, and data quality.
- Partner with editorial, SEO, product, commercial, testing and data teams to translate methodology into credible rankings and scalable data products.
Qualifications:
Must-Have
- 5+ years of experience in SMB products, services, SaaS, fintech, operations, consulting, analytics, product management or related fields.
- Deep understanding of how small businesses evaluate, buy and use products or services to start, operate and grow.
- Experience building or overseeing analytical frameworks, rating systems, benchmarking programs, structured evaluations or data products.
- Strong ability to translate complex business, financial, operational or technical concepts into clear guidance for non-experts.
- Proven ability to influence cross-functional stakeholders and guide work across editorial, product, commercial, analytics, research or testing teams.
Nice-to-Have
- Experience at a review site, marketplace, ratings organization, fintech, SaaS provider, business services company or SMB data provider.
- Familiarity with model governance, validation, QA or audit processes for scoring/rating systems.
- Experience using testing, surveys, secret shopping, customer research or market research in methodology or decision-making frameworks.
- Exposure to proprietary datasets, scoring engines, commercial data products or large-scale comparative product evaluations.
Forbes Advisor provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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