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Senior Accountant
Counterpart. Execute day-to-day financial operations including premium accounts receivable and cash application, accounts payable, bank and balance sheet reconciliations, bordereau and premium reconciliation, carrier and claims payments, expense management, and audit and tax support .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial operations, including accounts receivable, accounts payable, and reconciliations, while ensuring compliance with GAAP and managing vendor records. Proficient in using accounting systems and AI tools to enhance efficiency in financial processes.
Highest-signal resume keywords
Accounts Payable ManagementCash Application ExpertiseGAAP KnowledgeAccounting Software ProficiencyFinancial Reconciliation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounts ReceivableBank ReconciliationExpense ManagementJournal EntriesFinancial ReportingTax FilingBordereau PreparationVendor ManagementAudit SupportAccruals
Soft Skills
Attention to DetailClear CommunicationDeadline Management
Tools & Technologies
QuickBooksNetSuiteSage IntacctRampBill.comExcelGoogle SheetsAI Tools
Industry Keywords
InsuranceInsurtechFintechGAAPSTAT
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Execute day-to-day financial operations including premium accounts receivable and cash application, accounts payable, bank and balance sheet reconciliations, bordereau and premium reconciliation, carrier and claims payments, expense management, and audit and tax support
- Assist with broker invoicing, installment billing, cash application, unapplied cash research, aging, and collections follow-up
- Reconcile broker premium remittances and policy-level premium receivable/payable detail to the general ledger
- Support accounts payable, invoice intake, coding, approval routing, payment runs, and card-spend policy enforcement
- Prepare bank and balance sheet reconciliations and employee expense reimbursement administration
- Manage vendor records, W-9 collection, 1099 preparation and filing, and reimbursement invoicing
- Prepare bordereau, premium reconciliations, carrier payment calculations, loss fund reporting, claims payments, and commission/fee/revenue estimates
- Prepare audit, tax credit, statutory reporting, and regulatory filing documentation
- Execute monthly close tasks, journal entries, accruals, reconciliations, and carrier reporting packages
- Document accounting procedures and maintain audit-ready workpapers
- Build and use agents to automate accounting workflows and feed structured data into Counterpart's Intelligence System
- Report to the Controller and work closely with the Accounting Manager, Claims team, carrier contacts, and technical platform team
Requirements
What you’ll need- 3-5 years of progressive accounting experience; 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; exposure to STAT is a plus
- Experience owning core accounting processes such as cash application, accounts payable, and reconciliations
- 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)
- Demonstrated use of AI tools or agents to streamline reconciliations, payment processing, and routine bookkeeping
- Strong Excel / Google Sheets skills; experience reconciling data from reporting or BI tools to the general ledger is a plus
- Comfort managing recurring payments, reconciliations, and deadline-driven filings across multiple systems and counterparties
- Clear written and verbal communication
- High attention to detail
- Ability to communicate directly with banks, brokers, carriers, tax agencies, and auditors
Benefits
Comp & perks- Fully remote workplace
- Unlimited Vacation: flexible time off
- Work from Anywhere: fully distributed company with no office; team meets in person a couple times per year
- Stock Options
- Health, Dental, and Vision Coverage
- 401(k) Retirement Plan
- Parental Leave
- Home Office Allowance
- Wellness Stipend
- Book stipend
- Professional Development Reimbursement
- No working birthdays: birthday off
- Charitable Contribution Matching