Finance and Accounting Analyst

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2 days ago

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Ledgebrook

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Finance • Fintech • Insurance

Ledgebrook is a tech-enabled E&S managing general agent (MGA) that provides wholesale brokers with a fast and efficient quoting experience. With a focus on speed and technology-driven underwriting solutions, Ledgebrook utilizes advanced modeling and analytics to deliver quotes rapidly and enhance broker submissions. The company offers various insurance products, including general liability, professional liability, and excess casualty coverage, ensuring tailored solutions for specific client needs.

51 - 200 employees

Founded 2021

💸 Finance

💳 Fintech

💰 Series B on 2024-09

📋 Description

• Support the finance team with accounting tasks and reporting • Assist in the preparation of financial statements and other management reports • Ensure compliance with accounting regulations and organizational policies • Provide exceptional customer service to internal and external stakeholders • Cooperate with third parties to ensure tasks are handled effectively • Process and monitor incoming payments, including checks, credit card payments, ACH transfers, and wire transfers • Review customer invoices to ensure accuracy and timely issuance • Follow up with customers regarding overdue invoices and outstanding balances • Maintain system for managing and reconciling customer accounts • Work with underwriting and operation team to resolve discrepancies and disputes with customers • Prepare and analyze accounts receivable aging reports • Prepare and report journal entries related to accounts receivable transactions • Assist with month-end closing activities and the preparation of financial reports • Process vendor invoices and ensure accuracy, proper coding, and approval before payment • Review, verify, and reconcile purchase orders, credit card transactions, and payment schedules • Prepare and schedule payments to vendors, ensuring timely disbursements • Handle inquiries from vendors and resolve discrepancies regarding invoices or payments.

🎯 Requirements

• University degree (Bachelor’s or Master’s degree in Accounting, Finance, or related field preferred) • Minimum of 2 years of experience in a finance function - insurance experience preferred • Excellent attention to detail and organizational skills • Strong communication and interpersonal skills • Ability to work independently and as part of a team • Strong proficiency in Microsoft Excel

🏖️ Benefits

• Competitive salary and meaningful equity • Completely remote, flexible schedule, and monthly coworking gatherings • Unlimited paid time off • Clear ownership and impact from day one • Collaborative, transparent work culture