Accounting Manager

• Manage all day-to-day accounting team functions, internal controls, and quality assurance processes
• Oversee monthly, quarterly, and annual internal and external GAAP and statutory reporting
• Ensure accurate and timely preparation, review, and analysis of financial information, regulatory filings, internal controls, and disclosures
• Ensure compliance with NAIC, SEC, SOX, SAP, GAAP, and company accounting policies
• Serve as subject matter expert and point person for accounting, systems, and reporting matters
• Analyze, review, and evaluate financial statement data flows and key controls
• Solve issues and significant variances in financial reporting
• Manage day-to-day accounting operations, internal controls, quality assurance activities, routine and non-routine reporting deliverables, and ad-hoc projects
• Oversee close processes and ensure timely reporting deliverables
• Review and approve complex journal entries, reconciliations, and supporting workpapers
• Prepare, review, and analyze financial results; investigate variances and resolve reporting issues
• Oversee accounting and reporting activities supporting SAP, GAAP, and SEC requirements
• Support NAIC reporting, regulatory filings, and insurance industry financial reporting requirements
• Partner with internal and external auditors during audits and regulatory examinations
• Research, document, and implement new accounting guidance and reporting requirements
• Maintain and enhance internal control documentation and testing activities
• Lead process improvement and automation initiatives based on end-to-end financial statement data flows and reporting outputs
• Identify technology opportunities and develop accounting/reporting solutions
• Lead, mentor, develop, and evaluate accounting staff
• Establish team priorities, allocate resources, and monitor performance
• Collaborate with operations, IT, actuarial, finance, HR, management, and audit teams
• Communicate complex accounting matters and recommendations to senior leadership

• Develop and grow the Accounting Advisory practice in the Boston market
• Lead development and delivery of accounting advisory services
• Assist with complex transactions, technical accounting implementations, financial reporting, and operational accounting
• Conduct IPO-readiness assessments and assist clients preparing to go public through S-1 filings
• Advise on complex accounting policies across US GAAP and/or IFRS
• Transform finance and accounting functions through process improvements, integration support, target operating model decisions, and RBA/data analytics
• Develop and implement firm-approved AI-enabled client solutions in compliance with data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and identify compliant opportunities with firm leadership
• Manage client accounts, projects, and engagements, including work plans, staffing, deadlines, fees, budgets, deliverables, and project plans
• Develop and manage client relationships and ensure responsive, high-quality service
• Manage, evaluate, coach, and develop teams and individuals
• Resolve issues, risks, and project team conflicts
• Generate new and add-on business opportunities and develop new service offerings
• Provide input on strategic direction and recruit and cultivate talent

Director – Accounting Advisory

• Lead the day-to-day execution of assigned premium, loss, commission, cash, receivable, collection, and related accounting processes
• Collaborate with management on team priorities, work assignment, alignment, progress monitoring, and timely completion of deliverables
• Review and approve account reconciliations, journal entries, financial analyses, control documentation, and other accounting deliverables
• Oversee investigation and resolution of accounting discrepancies, aged reconciling items, interface issues, and operational exceptions
• Ensure accounting activity complies with applicable accounting policies, control requirements, and established procedures
• Analyze overdue premium, financial receivables, legal collections, and other relevant trends
• Identify emerging issues and communicate insights and recommendations to management and business partners
• Oversee performance, review, and documentation of applicable Sarbanes-Oxley controls
• Support accounting policy, control-standard, departmental-procedure, audit, regulatory examination, and compliance activities
• Coach, develop, and hold junior accounting professionals accountable for quality, accuracy, timeliness, and execution
• Provide input into performance evaluations, compensation recommendations, development plans, and talent decisions
• Allocate resources, adjust priorities, and develop team capabilities through coaching, training, knowledge sharing, cross-training, and stretch assignments
• Evaluate accounting processes and lead or support standardization, automation, workflow improvement, and financial-system changes
• Use financial data and operational metrics to identify trends, root causes, and improvement opportunities
• Develop and monitor measures related to timeliness, quality, productivity, outstanding items, and control effectiveness
• Serve as subject matter expert and primary contact for assigned accounting processes
• Partner with Finance, Operations, Technology, Treasury, Claims, Billing, and other teams to resolve issues and implement solutions
• Communicate accounting results, trends, risks, control matters, and operational concerns to management and business partners
• Participate in cross-functional projects and initiatives affecting assigned accounting processes

Accounting Operations Supervisor

• Evaluate, recommend, and implement process improvements for accounting operations, including analyzing potential system enhancements and developing SOPs
• Collaborate with Supply Chain, FP&A, People Ops, IT, and other teams to ensure optimized processes and cross-functional communication
• Manage and develop the AP, payroll, expense reporting, and state filing compliance team and operations
• Build role clarity, cross-training, backup coverage, and accountability
• Own operational accounting issue triage, escalation handling, root-cause follow-up, and process discipline
• Document key operating procedures and create scalable SOPs and training materials
• Ensure process changes are communicated and adopted across impacted functions
• Monitor operational accounting metrics and recurring issues to identify trends, reduce rework, and improve processing accuracy and cycle time
• Own and optimize operational accounting functions while helping the Accounting organization scale

Senior Manager, Accounting Operations

• Work with the IFRS Accounting Manager and Technical Accounting Manager
• Participate in the IFRS record-to-report process for one quarterly close during the July timeframe
• Assist with ad hoc requests for information from investors
• Implement an interactive AI tool to improve company-wide understanding of downstream accounting implications of contract initiation and negotiation
• Support technical accounting analyses as needed
• Participate in onboarding, structured work experience, mentoring, and exposure to department-specific and company-wide personnel and activities

IFRS and Technical Accounting Intern

• Own technical revenue accounting for complex and non-standard arrangements across customers, strategic partnerships, and marketplaces
• Perform ASC 606 assessments of pricing, variable consideration, contract modifications, and evolving commercial terms
• Partner with Sales, Partnerships, Legal, Product, and Finance before deals and initiatives are finalized
• Provide practical accounting guidance and help shape commercial structures
• Lead operationalization of new arrangements and monetization models across billing, revenue recognition, reporting, data, and controls
• Drive cross-functional implementation where existing systems do not natively support terms
• Own ongoing accounting for assigned complex arrangements, including recurring calculations, estimates, amendments, issue resolution, close, and financial reporting
• Support revenue close, reporting, reconciliations, disclosures, internal controls, workpapers, and external audit matters
• Develop and lead process, system, automation, and AI-enabled improvements
• Improve scalability, controls, efficiency, and reduce manual effort and operational risk

Revenue Accounting Lead

• Lead the end-to-end monthly closing process, including accruals, account reconciliations, shared-service allocations, and intercompany charges
• Own the annual budgeting process for the US holding company and subsidiaries
• Provide financial guidance and decision support to US holding-company stakeholders
• Direct US sales-tax compliance and filings
• Oversee corporate income-tax provisions, bookings, extensions, and annual filings
• Lead external audit preparation and manage banking and statutory filings
• Oversee financial requirements for corporate insurance
• Administer and optimize core ERP and financial tools
• Replace legacy systems and drive process improvements and stronger internal controls
• Drive transition plans across vendors, legal entities, personnel, and financial systems
• Direct inventory accounting and manage the annual physical count process
• Establish process documentation and internal controls across procure-to-pay, order-to-cash, payroll, tax, inventory, and financial close
• Ensure timely monthly closes, reconciliations, management reporting, accruals, and intercompany allocations
• Oversee tax filings, vendor disbursements, collections, audit deliverables, and statutory obligations