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Fulcrum

AI-driven back-office automation for insurance brokerage

Senior Accountant

Cost & Management AccountingUpdated on Nov 12
Full-timeSydney NSW, AustraliaNo salary listedIn-person

About the Job

Requirements

  • A tertiary qualification in Commerce or Finance, and full CPA qualification or near completion.
  • Management accounting or commercial analyst experience within retail, fast-moving consumer goods, logistics, or inventory-heavy environments involving physical stock and margins.
  • Interest or capability in financial planning and analysis, budgeting, and commercial modelling, alongside foundational accounting skills.
  • Strong spreadsheet capability and comfort using modern tools or artificial intelligence, such as Copilot, to improve workflows and independently fix broken models.
  • A track record of active cross-functional business partnering, with the ability to explain financial numbers clearly to non-finance stakeholders via email and face-to-face conversations.
  • Experience with an enterprise resource planning system such as Microsoft Dynamics 365 or a similar modern platform is preferred.

Responsibilities

  • Partner with customer acquisition and marketing teams to manage, analyse, and process partner commission accruals and weekly cash flow schedules.
  • Act as the finance contact for major brand partners, including redemption store points and national media partnerships, investigate reconciliation queries, and handle regulatory reporting.
  • Support financial planning and analysis and commercial decision-making by delivering variance analysis on operations costs, customer service expenditure, and logistics carrier performance.
  • Own inventory and margin analysis, tracking stock pricing issues, cost of goods sold postings, miscellaneous charges, and cycle count credibility ahead of month-end.
  • Calculate quarterly stock provisions, manage stocktake financial reconciliations, and handle intercompany stock reporting.
  • Build and maintain weekly cash flow forecasts with the Financial Controller to support annual budgeting and reforecasting cycles.
  • Use Microsoft Excel, Dynamics 365, and artificial intelligence tools such as Copilot to automate repetitive processes, repair legacy spreadsheet models, and accelerate monthly reporting.

Desired Qualifications

  • Experience with an enterprise resource planning system such as Microsoft Dynamics 365 or a similar modern platform.

About the Company

Fulcrum

AI-driven back-office automation for insurance brokerage

Fulcrum provides an AI-powered platform that automates back-office tasks for insurance brokers. It uses tailored large language models with retrieval, reasoning, and validation pipelines to handle proposal generation, policy checks, coverage and claims analysis, and certificate issuance. It integrates directly with brokers' existing tools like Applied Epic and email to extract documents, reconcile data across records in real time, and update client information without forcing users to change their workflows. The goal is to cut manual labor, speed up processing times, and improve accuracy while reducing dependence on offshore BPOs, with a focus on accelerating adoption among large U.S. brokerage firms.

Company size
51-200
Company stage
Series A
Total funding
$25M
Headquarters
San Francisco, CA
Founded
2023

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