Senior Claims Analyst

Claims Analyst – Insolvency & Claims Management

Basic details:

• Location: Santa Clara
• Onsite Monday-Friday 8am-5pm
• Full-time position with solid pay and benefits!
• Salary $85-$110K (DOE)

Are you detail-oriented with a strong background in financial analysis or legal support? Join our team as a Claims Analyst, where you'll play a vital role in managing creditor claims related to insolvency proceedings—particularly Assignments for the Benefit of Creditors (ABCs).

This role requires a sharp analytical mindset to review and reconcile claims against financial records, tax filings, and legal documents. You’ll support case teams in resolving complex claims—especially tax-related—and assist in preparing claim summaries used in distribution planning and case administration.

Key Responsibilities

• Review proof of claim submissions for accuracy, completeness, and supporting documentation.
• Validate claims by comparing them to debtor records or schedules; recommend approval, reduction, or rejection.
• Communicate directly with federal, state, and local tax agencies to resolve outstanding liabilities and facilitate account closures.
• Maintain detailed notes and an audit trail in the claims management system.
• Prepare internal summaries, exception reports, and support waterfall distribution calculations.
• Log and index incoming claim forms and related correspondence.
• Organize and maintain claim files (digital or physical) for audit and compliance.
• Assist with scheduling, internal coordination, and stakeholder communications.
• Draft and send notices, deficiency letters, and other standard correspondence.
• Respond to inquiries from creditors and internal professionals.

Qualifications & Skills

• Understanding of claim classifications (secured, priority, unsecured) and claim status.
• Background in accounts payable, financial analysis, legal support, or general accounting.
• Familiarity with tax-related notices (IRS, FTB, CDTFA, EDD) and claim treatment.
• Experience with ABCs, bankruptcy (Ch. 7 or 11), or insolvency proceedings is a plus.
• Knowledge of statutory deadlines and creditor noticing requirements (preferred).

What We’re Looking For

• Strong analytical skills with the ability to interpret financial, tax, and legal documents.
• Proficiency in Microsoft Excel (pivot tables, filters, formulas), Outlook, and Word.
• Excellent time management and organizational abilities with strong attention to detail.
• Clear, professional communication skills—both written and verbal.
• A high level of integrity and discretion when handling confidential information.