Role Description
As Accounting Manager, you run the day-to-day financial operations within Agentic Finance, including:
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Bordereau and premium reconciliation
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Carrier and claims payments
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Premium accounts receivable
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Accounts payable
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Expense management
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Financial reporting
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Audit administration
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Tax filings
You report to the Controller and will:
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Own Accounts Receivable, Accounts Payable, Expense Management, and Vendor Administration
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Support Bordereau, Carrier Payment Operations, and Claims Payments
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Support Audit Administration
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Support Financial Reporting
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Drive Agentic Automation Across Accounting Operations
Qualifications
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5-7 years of progressive accounting or finance experience, ideally at a high-growth company; insurance, insurtech, or fintech experience is a plus but not required.
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A bachelor's degree in Accounting, Finance, or a related field, or equivalent practical experience.
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Working knowledge of GAAP and STAT (Statutory Accounting Principles).
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A track record of owning and improving accounting processes end-to-end.
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Hands-on experience with an accounting system or ERP (QuickBooks, NetSuite, Sage Intacct, or similar).
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A demonstrated track record of using AI tools or agents to redesign reconciliations, payment processing, and routine bookkeeping.
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High attention to detail and a bias toward getting the numbers right the first time.
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Clear written and verbal communication skills.
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Progress toward or interest in pursuing a CPA is a plus, not required.
Requirements
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Own premium accounts receivable from brokers end-to-end.
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Own the reconciliation of broker premium remittances into the premium trust account.
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Own execution of Counterpart's spend-management automation.
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Own employee expense reimbursement administration.
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Prepare bordereau assembly and the premium reconciliation process.
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Maintain the carrier payment calendar.
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Prepare monthly loss fund reporting to carrier partners.
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Execute claims payments from loss fund accounts.
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Administer the response process for the annual company audit.
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Support Counterpart Insurance Company's statutory (STAT) reporting cadence.
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Prepare and distribute the recurring carrier partner reporting package.
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Build and use agents to automate premium receivable cash application.
Benefits
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Fully remote workplace
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Unlimited Vacation: Flexible time off
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Work from Anywhere: Fully distributed company
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Stock Options
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Health, Dental, and Vision Coverage
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401(k) Retirement Plan
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Parental Leave
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Home Office Allowance
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Wellness Stipend
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Book stipend
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Professional Development Reimbursement
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No working birthdays: Take your birthday off
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Charitable Contribution Matching