Senior Accountant

This is a fully remote position, open to applicants in United States.

📋 Description

• Perform daily financial operations, including managing premium accounts receivable and cash application, accounts payable, bank and balance sheet reconciliations, bordereau and premium reconciliation, payments to carriers and claims, expense oversight, and providing audit and tax assistance.

• Aid in broker invoicing, installment billing, cash application, research on unapplied cash, aging reports, and follow-ups on collections.

• Reconcile broker premium remittances and policy-level premium receivable/payable details with the general ledger.

• Support accounts payable processes, including invoice intake, coding, approval routing, payment runs, and enforcement of card-spending policies.

• Prepare reconciliations for bank and balance sheets and manage employee expense reimbursement.

• Maintain vendor records, collect W-9 forms, prepare and file 1099s, and handle reimbursement invoicing.

• Prepare bordereau reports, premium reconciliations, calculations for carrier payments, loss fund reporting, claims payments, and estimates for commissions, fees, and revenues.

• Generate documentation for audits, tax credits, statutory reporting, and regulatory filings.

• Carry out monthly closing tasks, including journal entries, accruals, reconciliations, and carrier reporting packages.

• Document accounting procedures and maintain audit-ready working papers.

• Develop and utilize agents to automate accounting workflows and input structured data into Counterpart's Intelligence System.

• Report directly to the Controller while collaborating closely with the Accounting Manager, Claims team, carrier contacts, and technical platform team.

⛳️ Requirements

• 3-5 years of progressive accounting experience; experience in insurance, insurtech, or fintech is advantageous but not mandatory.

• A bachelor’s degree in Accounting, Finance, or a related field, or equivalent practical experience.

• Solid understanding of GAAP, with exposure to STAT being a plus.

• Proven experience managing core accounting processes, including cash application, accounts payable, and reconciliations.

• Hands-on experience with an accounting system or ERP (such as QuickBooks, NetSuite, Sage Intacct, or similar) and an accounts payable/spending platform (like Ramp, Bill.com, or similar).

• Demonstrated use of AI tools or agents to enhance the efficiency of reconciliations, payment processing, and routine bookkeeping tasks.

• Strong proficiency in Excel / Google Sheets; experience reconciling data from reporting or BI tools to the general ledger is beneficial.

• Ability to manage recurring payments, reconciliations, and time-sensitive filings across various systems and counterparties.

• Excellent written and verbal communication skills.

• High attention to detail.

• Capable of directly communicating with banks, brokers, carriers, tax agencies, and auditors.

🏝️ Benefits

• Fully remote workplace.

• Unlimited Vacation: flexible time off.

• Work from Anywhere: a fully distributed company with no central office; team meets in person a few times per year.

• Stock Options.

• Health, Dental, and Vision Coverage.

• 401(k) Retirement Plan.

• Parental Leave.

• Home Office Allowance.

• Wellness Stipend.

• Book stipend.

• Professional Development Reimbursement.

• No working on birthdays: birthday off.

• Charitable Contribution Matching.