Sr Staff Accountant

Overview

This role supports the Finance team by owning critical components of the monthly/quarterly/year-end close process and ensuring accurate, timely financial reporting. Responsibilities include general ledger accounting, account reconciliations, financial analysis, and external audit support, along with cross-functional collaboration to maintain strong financial controls and scalable accounting processes.

Responsibilities

• Own key components of the monthly, quarterly, and year-end close processes, including preparation and review of journal entries, account reconciliations, and supporting schedules.
• Maintain general ledger accuracy and ensure transactions are properly recorded in accordance with U.S. GAAP and company accounting policies.
• Prepare balance sheet reconciliations and investigate and resolve discrepancies in a timely manner.
• Support preparation of monthly financial statements, management reporting, and financial analysis.
• Assist with accounts payable, accounts receivable, cash, accruals, prepaid expenses, fixed assets, and other accounting activities as needed.
• Partner with Finance and business teams to research accounting matters, resolve issues, and ensure accurate financial reporting.
• Support external audits by preparing schedules, documentation, and responses to auditor requests.
• Assist with development, documentation, and maintenance of accounting policies, procedures, and internal controls.
• Identify opportunities to improve, automate, and scale accounting processes as the organization grows.
• Support budgeting, forecasting, and variance analysis in partnership with Finance leadership.
• Assist with insurance-related accounting activities and reconciliations, including transactions involving agency operations, carrier partners, commissions, premiums, or other insurance-related financial activity.
• Support special projects and other Finance initiatives as needed.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 6+ years of progressive accounting experience, including general ledger accounting, reconciliations, and financial close processes.
• Strong understanding of U.S. GAAP and fundamental accounting principles.
• Experience preparing journal entries, account reconciliations, financial schedules, and supporting documentation.
• Experience working directly with external auditors and supporting financial statement audits.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Advanced proficiency in Microsoft Excel and experience working with accounting or ERP systems.
• Ability to independently manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills with the ability to collaborate across departments.

Preferred Qualifications (Bonus Experience)

• CPA or progress toward CPA certification.
• Experience within insurance, insurtech, an insurance agency/MGA, or financial services.
• Experience with insurance agency accounting, including premium, commission, carrier, or producer-related accounting.
• Experience with Sage Intacct or similar ERP/accounting platforms.
• Experience in a high-growth, venture-backed, or rapidly scaling organization.
• Exposure to public-company readiness, SOX/internal controls, or PCAOB audit environments.

Compensation & Benefits

• 100% remote.
• Health insurance: Aetna (100% of premiums paid)
• Dental and vision insurance: Guardian (100% of premiums paid)
• Basic life insurance (100% of premiums paid)
• Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
• 401K plan (up to 4% match with immediate vest). Must be 21 years of age or older to participate
• Flexible PTO policy: up to 4 weeks of PTO in the first 12 months; thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
• 12 company-paid holidays each year
• Continuing education annual stipend
• Annual salary estimated between $95,000-$110,000 based on national data. Candidates who meet all the minimum requirements and possess additional relevant experience, as outlined in the job description, may be considered for a salary above the midpoint of the above range. Salary is based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; degrees or certifications, etc.

Work Authorization

This role requires authorization to work in the United States without the need for sponsorship now or in the future. Candidates who require current or future visa sponsorship cannot be considered. Falsification of an application, including work authorization status, is immediate grounds for dismissal from consideration.

Interview Process

• Phase 1: Phone interview with People Operations.
• Phase 2: Interview with Hiring Manager via Teams video (about 30 minutes).
• Phase 3: Project and team interview series, including an experiential exercise project (provided in advance) and 1:1 interviews (roughly 1-3 hours total).
• Phase 4: Final interview including a 1:1 meeting with a member of senior leadership (about 30 minutes).