Senior Accountant

Overview

This role involves serving as a Senior Accountant with ownership across monthly close, reporting, and accounting operations. Reporting to the Director of Finance and Accounting, you will manage key areas of the general ledger, help strengthen processes and internal controls as the organization scales, and mentor junior accounting team members. The position also includes accounting related to insurance products, including premiums and claims.

Responsibilities

• Own significant components of the monthly, quarterly, and annual close, including journal entries, accruals, and balance sheet reconciliations
• Prepare and review financial statements and supporting schedules in accordance with US GAAP
• Lead complex accounting areas including revenue recognition (ASC 606), prepaid/accrued expenses, equity, and insurance-related balances, such as:
  • premiums receivable
  • claims reserves
  • carrier settlements
  • carrier payables
  • fiduciary assets/liabilities
  • Serve as the primary finance liaison to insurance operations and actuarial teams across multiple carrier programs
• Participate in strategic growth projects, including system implementations and standardizing core accounting processes across expanding business lines
• Support the annual audit and tax filings by preparing PBC schedules, responding to auditor requests, and coordinating with external accountants
• Reconcile high-volume transaction data across operational systems, payment processors, and the general ledger
• Identify and drive process improvements, automation, and documentation of accounting policies and internal controls
• Assist with cash management, treasury reconciliations, and intercompany accounting
• Review work of staff accountants and mentor them; act as a go-to resource for accounting questions
• Partner with FP&A, RevOps, and business teams on flux analysis, reporting, and ad hoc projects

Requirements

• 4–6 years of progressive accounting experience, with a mix of public accounting and in-house experience strongly preferred
• CPA or active CPA candidate strongly preferred
• Strong command of US GAAP, including hands-on experience with month-end close and financial statement preparation
• Experience at a high-growth startup, fintech, or insurance business a plus—especially with high-volume transactional data
• Proficiency with a modern ERP/GL (e.g., NetSuite, Sage Intacct) and advanced Excel/Google Sheets skills
• Detail-oriented with strong analytical and reconciliation skills; ability to identify discrepancies and resolve root causes
• Self-starter who thrives with ownership and ambiguity; comfortable improving processes, not just running them
• Clear communicator able to work cross-functionally and explain accounting concepts to non-accountants
• Bachelor’s degree in Accounting, Finance, or related field

Preferred Qualifications

• Insurance or statutory accounting exposure (premium accounting, claims, carrier/MGA relationships)
• Experience with billing/payments platforms (e.g., Stripe) and data tools (SQL a plus)
• Experience supporting a first-time audit or building close processes from scratch

Compensation & Benefits

• Base Salary Range: $90,000–$115,000

Total rewards package includes:

• Competitive cash compensation package including base salary, milestone based bonus, and other financial perks
• Medical, Dental, and Vision coverage (up to 90% employer contribution) — eligible from your start date
• 401(k), HSA, Life & Disability Insurance Coverage ($0 employee contribution for additional insurances)
• Unlimited PTO Policy
• Generous Paid Parental Leave
• Stock option plan
• Remote-first work culture with opportunities to collaborate as a team in person
• Monthly lifestyle stipend (meals, wellness, co-working)

Location

Remote-first work culture with opportunities to collaborate as a team in person.

Equal Opportunity

The employer is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.