Insurance Tech Controller
- Flexible work schedule to promote a healthy work-life balance.
- Medical, Dental & Vision Insurance for you and your dependents.
- Short- & Long-Term Disability Insurance to support you when you need it the most.
- Flexible PTO - Take time off from work when you need it.
- 401k with a company match to ensure you are ready for retirement.
- A generous home office expense reimbursement so you have the office you need to be
- productive.
- Forget the commute! We're a remote-first workplace, so you can work from your home
- office or from the beach if you'd like!
- We offer a collaborative, communicative culture, driven by our Core Purpose + Values.
- Month-end journal entries, financial statements, and audit support. Assisting with fixed assets and assisting with employee benefit plans.
- Develops and maintains financial reports, with real-time mapping from various systems (general ledger, WCIS, WEUP, etc.).
- Addresses departmental process flow efficiencies or breakdowns through automation or recommendation of system changes and then continuous review for improvements.
- This role has variety at its core. From facilitating client meetings to overseeing monthly and yearly financial closes, no day will be a typical day (hence the typical, atypical day).
- You will be supporting our startup clients who need Controller help but may not have a need for an internal team at their growth stage (usually we work with Seed through Series C clients). So, there is always a lot of work to be done!
- You'll be working with a variety of clients, so the ability to context shift, communicate, prioritize, and evaluate needs is the most important thing you'll be doing in this role.
- You'll be managing accountants and processes for our clients and possibly internally too, so you'll want to have a background in management.
- Embracing the agile and scrappy nature of startups is a must.
- CPA or MBA is preferred.
- You have a Bachelor's degree in business, accounting, finance, or something similar, and 3- 5 years of progressive experience. Preferably in insurance accounting.
- Strong working knowledge of software is key in this role. On a daily basis, you'll be using the entire G-Suite, Quickbooks online, Bill.com, Expensify + Concur. You'll also be using Zoom and other video conferencing tools to facilitate client meetings.
- You're pals with GAAP
- You are an expert collaborator! You ask for and give feedback regularly.
- You take an acutely accurate approach to your work and look forward to the parts of your job that require analytical thinking.
- You take the initiative and jump at the opportunity to explore new ways of doing things.
- You lead with integrity in all that you say and do.
- You are naturally curious and a problem-solver. You're someone who likes to learn and is eager to take on new challenges, especially when it comes to cutting-edge technology and emerging industries.
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