Full-Time

Accounting Manager

Posted on 9/16/2025

Bestow

Bestow

201-500 employees

Digital platform for life insurance underwriting

Compensation Overview

$120k - $150k/yr

Remote in USA + 1 more

More locations: Dallas, TX, USA

Remote

1–2 days per week in Dallas, TX office.

Category
Accounting (1)
Requirements
  • 5–8 years of progressive accounting experience, preferably within the SaaS/tech space; Big 4 or public accounting background a plus.
  • Deep understanding of U.S. Generally Accepted Accounting Principles; Certified Public Accountant (CPA) required.
  • Demonstrated ability to balance strategic oversight with hands-on execution in a lean team environment.
  • Strong mentoring and leadership skills with proven ability to develop junior team members.
  • Proven track record of driving process improvements and automation to increase efficiency.
  • Strong analytical and strategic thinking skills with proven ability to anticipate business needs.
  • Advanced Excel/Google Sheets and Enterprise Resource Planning experience with integrated business applications.
  • Strong systems aptitude; comfortable navigating complex in-house platforms and high-volume data environments.
  • Ability to manage multiple priorities while maintaining accuracy and meeting critical deadlines.
  • Excellent communication skills with the ability to influence and collaborate across teams.
Responsibilities
  • Own the close process: Lead monthly, quarterly, and annual close for all non-revenue areas, ensuring accuracy, timeliness, and compliance with U.S. GAAP.
  • Expense lifecycle management: Oversee expense accounting end-to-end, from coding and approvals through reporting, ensuring accuracy and clear policies.
  • Accounts payable & vendor management: Manage AP processes, vendor onboarding, and relationships, while improving payment efficiency and maintaining strong controls.
  • Expense reporting systems: Oversee employee expense reporting tools, driving adoption, accuracy, and policy alignment.
  • Financial reporting & analysis: Prepare internal financial statements for non-revenue areas, develop variance analyses, and provide insights that help leaders understand key drivers.
  • Audit & compliance readiness: Support external reporting needs and partner with auditors by maintaining well-documented, organized processes.
  • Internal controls: Ensure adherence to controls across all non-revenue areas; identify and implement improvements to reduce risk.
  • Team leadership: Manage and mentor 1–2 junior accountants, coaching them on technical skills, prioritization, and career growth. Step in on execution as needed to model a hands-on approach.
  • Cross-functional collaboration: Partner with Finance, Legal, Engineering, and IT on initiatives that impact accounting, ensuring accurate data flows between operational systems.
  • Systems & process improvement: Lead automation and system enhancements across AP and other non-revenue workflows to reduce manual work and build for scale.
  • Strategic problem solving: Anticipate accounting challenges that come with growth, design scalable processes, and make recommendations with long-term impact.
  • Business partnership: Communicate complex accounting matters in a clear, practical way to non-finance stakeholders, influencing business decisions.
Desired Qualifications
  • Big 4 or public accounting background a plus

Bestow is a digital life insurance platform that uses underwriting technology to speed the insurance application process and manage the full policy lifecycle from origination to administration. Customers can buy affordable life coverage starting around $11 per month, with most applications receiving an instant decision through a quick, simple online experience. The company also provides data solutions that enrich customer data and support targeted audience segmentation and more efficient marketing and product routing. Compared with traditional insurers, Bestow combines a fully online workflow, rapid underwriting, and cost efficiencies to launch new products quickly and reduce costs. Its goal is to make life insurance easy to obtain, affordable, and fast through a data-driven, digital platform that improves customer satisfaction and scales with demand.

Company Size

201-500

Company Stage

Series D

Total Funding

$307.5M

Headquarters

Dallas, Texas

Founded

2017

Simplify Jobs

Simplify's Take

What believers are saying

  • $120M Series D in 2025 fuels platform expansion and carrier partnerships.
  • New CMO Meagan Ward scales branding from Addepar's $3B growth experience.
  • CRO Cindy DeArmond drives revenue with 39-year insurance transformation expertise.

What critics are saying

  • Carriers like Transamerica build in-house tech, eroding Bestow's data moat in 12-24 months.
  • Duck Creek's Vista acquisition forces Bestow into pricing wars with top-50 carriers.
  • Goldman Sachs pushes growth over profits, exhausting runway if adoption slows.

What makes Bestow unique

  • Bestow delivers end-to-end SaaS platform from origination to administration for life carriers.
  • Advanced underwriting tech enables 4-month go-live with white-labeling for carriers.
  • Data modeling enriches customer segmentation for optimized marketing and cross-selling.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Competitive salary

Equity

Annual bonus based on company and individual performance

Flexible PTO plan

Medical, dental, & vision insurance

Paid parental leave

Annual lifestyle spending account

Flexible work-from-home policy

Learning & development opportunities

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

-2%

2 year growth

-2%
Dallas Innovates
Apr 9th, 2026
Bestow appoints new CMO as it expands its platform and deepens partnerships.

Bestow appoints new CMO as it expands its platform and deepens partnerships. Dallas-based Bestow said Meagan Ward strengthens its senior leadership team as the company expands its "product offerings, platform capabilities, and strategic partnerships" following the 2025 close of its $120 million Series D round. Bestow CMO Meagan Ward [Composite image: Photo, Bestow; Background DI Studio] Dallas-based Bestow, a leading insurance technology platform, has appointed Meagan Ward as its new chief marketing officer. Ward will spearhead building Bestow's brand and elevating its advanced innovation capabilities as life insurers work to modernize and scale, the company said. Bestow said Ward strengthens its senior leadership team as the company expands its "product offerings, platform capabilities, and strategic partnerships" following the 2025 close of its $120 million Series D round led by Goldman Sachs and Smith Point Capital. Ward is an accomplished marketing and communications executive with more than 15 years of experience building category-defining brands at the intersection of AI and SaaS, Bestow said. She joins the company after more than seven years at Addepar, an NYC-based wealth and asset management platform valued at more than $3 billion, where she most recently served as CMO and scaled the marketing and communications functions across every stage of the company's growth, Bestow said. Earlier in her career, she led communications at Qventus, an AI-powered hospital operations platform, and The Hatch Agency, where she supported high-growth technology companies through their most critical growth and reputational moments. "As Bestow expands its platform and deepens partnerships with carriers, building a strong, recognizable brand is as important as the technology itself," Melbourne O'Banion, CEO and co-founder of Bestow, said in a statement. "Meagan has a proven track record of doing exactly that - establishing platforms like ours as clear leaders in their markets - and we're excited to have her drive that work at Bestow." Bestow said that Ward will oversee all marketing and communications, with a focus on establishing the company as the definitive platform powering the future of life insurance and annuities. "What drew me to Bestow was simple: an exceptional team, a category-defining platform, and one of the biggest untapped opportunities in financial services." Ward said. "I'm thrilled to join and can't wait to see what we build together." Track Dallas-Fort Worth's business and innovation landscape with its curated news in your inbox Tuesday-Thursday. One quick signup, and you're done. Share via:

PR Newswire
Apr 7th, 2026
Bestow appoints Meagan Ward as CMO following $120M Series D round

Bestow, an insurance technology platform, has appointed Meagan Ward as chief marketing officer. Ward will lead brand building and showcase the company's innovation capabilities as life insurers modernise and scale. Ward brings over 15 years of experience building brands at the intersection of AI and SaaS. She previously served as CMO at Addepar, the wealth and asset management platform valued at over $3 billion, where she scaled marketing and communications functions across multiple growth stages. In her new role, Ward will oversee all marketing and communications, focusing on establishing Bestow as the leading platform for life insurance and annuities. The appointment follows Bestow's $120 million Series D funding round in 2025, led by Goldman Sachs and Smith Point Capital.

Dallas Innovates
Oct 23rd, 2025
Bestow Names Former Accenture Exec as Its New Chief Revenue Officer

Bestow Names Former Accenture exec as Its New Chief Revenue Officer. Cindy DeArmond is frequently sought after by Fortune 500 companies and industry associations for her expertise in digital transformation, emerging technology, data analytics, and AI/GenAI strategy, the Dallas-based insurance tech platform said. Bestow Chief Revenue Officer Cindy DeArmon [Photo: Cindy DeArmon] Former Accenture executive Cindy De Armond has been appointed chief revenue officer of Dallas-based insurance technology platform Bestow. "Cindy brings exceptional experience driving transformation across every major function of insurance," Bestow Co-Founder and CEO Melbourne O'Banion said in a statement. "Her leadership will be instrumental as we continue to scale our new and existing partnerships and deliver exceptional outcomes for carriers modernizing their product portfolio and operations." Bestow said that DeArmond's appointment reinforces its commitment to accelerating growth and digital transformation across the life insurance industry. DeArmond comes to Bestow from Accenture, where she worked for 12 years and most recently served as senior managing director and insurance industry lead for technology in North America. Bestow said that over her 39-year career, DeArmond has held senior roles at IBM, Zurich, and West Monroe Partners, leading large-scale transformation initiatives for some of the world's most recognized insurance and financial services organizations. She joins Bestow on the heels of a $120M Series D funding round for Bestow. Bestow said that DeArmond is frequently sought after by Fortune 500 companies and industry associations for her expertise in digital transformation, emerging technology, data analytics, and AI/GenAI strategy. DeArmond has partnered with C-suite executives and boards to transform core operations across distribution, underwriting, policy administration, claims, and pricing, modernizing technology platforms and driving substantial value creation. Bestow said its solutions empower insurers to achieve growth and profitability at unparalleled speed. In May, the company closed a $120 million oversubscribed Series D funding round co-led by Growth Equity at Goldman Sachs Alternatives and Smith Point Capital. The round included a $50 million credit facility from TriplePoint Capital. Track Dallas-Fort Worth's business and innovation landscape with its curated news in your inbox Tuesday-Thursday. R E A D N E X T. * Omni Hotels & Resorts Appoints New Chief Revenue Officer Industry veteran Adam Hayashi was appointed chief revenue officer of Dallas-based Omni Hotels & Resorts, the company announced in April. He will be responsible for helping the company achieve strategic goals related to maximizing topline revenue performance and capturing greater market share. Hayashi will report directly to Chief Commercial Officer Jeff Doane. "I'm excited to welcome Adam to the Omni family and look forward to the innovation that he will bring to the team," Doane said in a statement. "I have had the opportunity to work with Adam in the past and know his breadth of experience will contribute to... * Colossal Biosciences Names Australian De-Extinction Scientist as Its Chief Biology Officer Andrew Pask is known for his expertise in de-extinction science, developmental genetics, and conservation technologies. He leads the Thylacine Integrated Genomic Restoration Research Lab (TIGGR) at the University of Melbourne in Australia. * ATM Manufacturer Hyosung America Names New Chief Revenue Officer Previously senior vice president of sales, Chris King, a 35-year industry veteran, is charged with accelerating growth in the financial and retail tech sectors. * Motivus Appoints New CFO/Chief Operations Officer and Chief Sales Officer Motivus, a global technology, data and AI consulting firm with an office in Irving, announced earlier this month that it added two executives to its leadership team as the company pursues new markets and ambitious growth. Kevin Walmsley was named chief financial and operations officer, and Navneet Narula became chief sales officer. Motivus said both bring decades of experience to help advance its strategic vision and deliver digital innovation for clients. The company, which rebranded from AgileThought in October 2024, says the new identity reflects its shift toward higher-value offerings in software development and technology consulting. The new hires come... * Magellan Health Promotes Chief Medical Officer to CEO Post Caroline Carney, a board-certified internist and board-certified psychiatrist, has held key clinical leadership positions serving complex populations over the span of her career, including a post as medical director for the Indiana Office of Medicaid Policy and Planning.

InsurTechNews
Jul 4th, 2025
Bestow raises $120M in Series D

Bestow, a Dallas-based insurtech firm, has secured $120 million in series D funding to improve its software and introduce new underwriting capabilities. The funding round was co-led by Goldman Sachs Alternatives’ Growth Equity and Smith Point Capital, with participation from existing investors.

Crunchbase
May 16th, 2025
The Week's Biggest Funding Rounds: Pathos, Addepar Top Busy Week For Health And Fintech

(tied) Bestow, $120M, life insurance: Dallas-based Bestow, a provider of life insurance software for carriers, raised $70 million in a Series D financing led by Goldman Sachs Alternatives and Smith Point Capital, as well as $50 million in debt financing from TriplePoint Capital.

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