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Accounting Manager

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🔥 13 hours ago

🌲 Oregon – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

🧾 Accounting Manager

👻 Ghost score 21%

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Logo of Counterpart

Counterpart

11 - 50 employees

🛡️ Insurance

☁️ SaaS

🤝 B2B

Insurance • SaaS • B2B

Counterpart is a company that focuses on providing management liability insurance products tailored for small business owners and insurance brokers. They offer a comprehensive range of insurance products including Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, and General Liability coverage. Counterpart is recognized for its innovative approach to mitigating risks and delivering value through a user-friendly platform, supporting efficiency and effectiveness in claims management and risk assessment. The company is committed to supporting small businesses in navigating financial risks through custom insights and expert guidance. Counterpart partners with brokers to enhance client experiences and offers API integration for seamless service delivery.

📋 Description

• Run day-to-day financial operations within Agentic Finance, including bordereau and premium reconciliation, carrier and claims payments, premium accounts receivable, accounts payable, expense management, financial reporting, audit administration, and tax filings. • Own accounts receivable, accounts payable, expense management, and vendor administration. • Support the Controller on bordereau, carrier payment operations, audit administration, and financial reporting, with a path to taking ownership of bordereau and carrier payment operations. • Own premium accounts receivable, including invoicing, installment billing, cash application, aging, and collections follow-up. • Reconcile broker premium remittances into the premium trust account and escalate past-due balances and write-off candidates. • Execute spend-management and accounts payable automation, invoice coding, card-spend policy enforcement, employee expense reimbursements, vendor records, W-9 collection, recurring vendor and brokerage-fee payments, and program-level reimbursement invoicing. • Prepare bordereau, premium reconciliations, carrier payment calendars, monthly loss fund reporting, and claims payments. • Administer annual company audits, carrier audit financial requests, and the R&D tax credit response process. • Support statutory reporting and regulatory filings for Counterpart Insurance Company. • Maintain and improve the accounting due dates calendar. • Prepare recurring monthly and quarterly carrier partner reporting packages for Controller review and sign-off. • Coordinate potential contractor, vendor, or offshore support as the accounting function grows. • Build and use agents to automate premium receivable cash application, bordereau assembly, premium reconciliation, and claims payment processing. • Feed structured financial data and workflows into Counterpart's Intelligence System. • Determine where agents replace manual work and partner with the technical platform team to improve workflows. • Report to the Controller and work with the Controller, VP of Finance, and Director of Pricing Analytics.

🎯 Requirements

• 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. • A bachelor's degree in Accounting, Finance, or a related field, or equivalent practical experience. • Working knowledge of GAAP and STAT (Statutory Accounting Principles), and comfort operating within a regulated, multi-entity insurance business. • A track record of owning and improving accounting processes end-to-end. • Hands-on experience with an accounting system or ERP (QuickBooks, NetSuite, Sage Intacct, or similar) and an AP/spend platform (Ramp, Bill.com, or similar). • A demonstrated track record of using AI tools or agents to redesign reconciliations, payment processing, and routine bookkeeping. • Comfort managing recurring payments, reconciliations, and deadline-driven filings across multiple systems and counterparties, including direct communication with banks, brokers, carriers, tax agencies, and auditors. • High attention to detail and a bias toward getting the numbers right the first time. • Clear written and verbal communication. • Progress toward or interest in pursuing a CPA is a plus, not required.

🏖️ Benefits

• Fully remote workplace • Unlimited Vacation: We offer flexible time off, allowing you to take time when you need it. • Work from Anywhere: Counterpart is a fully distributed company, meaning there is no office. We allow employees to work from wherever they do their best work, and invite the team to meet in person a couple times per year. • Stock Options • Health, Dental, and Vision Coverage • 401(k) Retirement Plan • Parental Leave • Home Office Allowance: to set up your home office with the necessary equipment and accessories. • Wellness Stipend • Book stipend • Professional Development Reimbursement • No working birthdays: Take your birthday off. • Charitable Contribution Matching

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