
51 - 200 employees
Founded 2021
🛡️ Insurance
🤝 B2B
💸 Finance
💰 $65M Series C on 2025-07
Insurance • B2B • Finance
<Ledgebrook> is a tech-enabled Excess & Surplus (E&S) managing general agent (MGA) that provides fast, data-driven quoting and underwriting services to wholesale brokers. Ledgebrook combines a next-generation tech stack, modeling and analytics, and experienced underwriters to deliver rapid, streamlined submissions and casualty products such as general liability and professional liability.
🔥 16 hours ago
🇺🇸 United States – Remote
💵 $200k - $300k / year
⏰ Full Time
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
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51 - 200 employees
Founded 2021
🛡️ Insurance
🤝 B2B
💸 Finance
💰 $65M Series C on 2025-07
Insurance • B2B • Finance
<Ledgebrook> is a tech-enabled Excess & Surplus (E&S) managing general agent (MGA) that provides fast, data-driven quoting and underwriting services to wholesale brokers. Ledgebrook combines a next-generation tech stack, modeling and analytics, and experienced underwriters to deliver rapid, streamlined submissions and casualty products such as general liability and professional liability.
• Build and own Stonehaven’s finance and accounting infrastructure from the ground up. • Establish the chart of accounts, general ledger, and month-end close process aligned to the NAIC Annual Statement. • Participate in due diligence on prospective MGA and program partners, assessing financial strength, premium handling and trust account practices, and bordereaux and financial reporting quality. • Review and approve incoming MGA and TPA bordereaux jointly with Stonehaven Operations and Claims before Shared Services posts them to the ledger. • Oversee the integrity of financial data flowing between Stonehaven and its MGA, TPA, and reinsurance partners. • Oversee transaction processing, including GL entries, AR/AP, cash, and bank reconciliations, performed by Shared Services. • Ensure statutory accounting and reporting are accurate, timely, and compliant with NAIC requirements. • Own bordereaux-driven premium and loss accounting, reconciled to cash, ledger, and cessions. • Own reinsurance accounting, including ceding commissions, recoverables, funds withheld, Schedule F, and risk-transfer testing support. • Own fronting-fee revenue recognition and per-program economics reporting. • Establish capital-management practices reflecting reinsurance credit risk and the claims-pay-then-recover liquidity buffer; maintain the cash-flow model. • Support the Reserve Committee, Audit Committee, and ORSA process. • Report to the Chief Operating Officer and work closely with Stonehaven Operations and Claims and Ledgebrook’s parent finance team.
• 10+ years in P&C insurance finance/accounting, including STAT and GAAP dual-basis reporting. • Direct experience with reinsurance accounting, including ceded premium, recoverables, and Schedule F. • Background in Delegated Underwriting Authority programs, whether at a program administrator or on the carrier side. • CPA with P&C statutory accounting expertise preferred. • Fronting or program-carrier finance experience preferred. • Experience standing up finance infrastructure at a new or early-stage carrier preferred. • Rating-agency relationship experience, specifically AM Best BCAR submissions, preferred. • Must be authorized to work in the United States without current or future employer-sponsored work authorization.
• Full remote flexibility and asynchronous work culture. • Unlimited PTO and fully paid sick leave. • Comprehensive health benefits, including medical, dental, and vision coverage, plus HSA and FSA options. • 401(k). • Company-paid life insurance. • Disability coverage. • Equity incentive program eligibility.
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