Senior Financial Analyst

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Pathpoint

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Finance • Insurance

Pathpoint is a platform designed to make small commercial excess and surplus (E&S) insurance simple for agents. It allows thousands of insurance agents to quote non-admitted risks quickly, bind coverage, and have policies issued with 24/7 access. The platform supports diverse types of coverage including general liability, commercial property, cyber liability, and more. Pathpoint serves verticals such as contractors, lessor’s risk, vacant properties, restaurants, manufacturing, and cyber for small businesses. By providing instant quotes through automated underwriting, e-signing, and prefilled applications, Pathpoint significantly reduces the time needed to serve clients and grow business for insurance agents.

11 - 50 employees

💸 Finance

📋 Description

• Take ownership of core finance and accounting processes and functions • Develop new systems and improve existing processes to support clients and internal teams in handling financial and accounting workflows • Collaborate closely with Operations, Sales, Underwriting, and Strategic Partnerships to provide industry leading client service

🎯 Requirements

• 7+ years experience in accounting or finance (AP/AR experience a plus) • 5+ years experience working in Insurance industry (E&S preferred) • Strong proficiency with Microsoft Excel, Google Sheets (developing simple automations a plus) • Experience reconciling large data sets • Creating and documenting repeatable processes • Organizing with a high level of attention to detail • Experience with Salesforce • Experience with BILL.com • Experience with Ascend • Self-starter — you will take over existing processes and improve them independently with a view toward integrating the processes with the rest of the company to make finance and accounting run smoothly for our clients, partners, and employees • A great collaborator with effective communication skills. You’re quick to respond to issues as they arise and can solution without direct oversight

🏖️ Benefits

• Competitive compensation, equity, and healthcare packages • Remote-first working environment while investing in in-person collaboration • Annual home office stipend • Monthly WiFi stipend • Flexible time off • Paid parental leave • 401(k) available w/ match