The Role

Reporting to the Chief Operating Officer, you will be responsible for accounting activities and financial reporting for our company. As the first person in this influential and vital individual contributor role, you will develop and maintain accounting principles, practices, and procedures to ensure accurate and timely financial statements. You will manage the relationship with our external accounting partner, and oversee a multitude of accounting activities, including general ledger preparation, financial reporting, year-end close, tax and audit preparation, and support for budgeting and forecasting. This role will be instrumental in providing internal financial accounting guidance and you will partner with cross functional leaders, including external partners. The ideal candidate is a collaborative player/coach who is happiest in a fast-paced, action-oriented environment and is excited about the opportunity to continue to build QuoteWell’s accounting function over the next several years.

What you’ll do

• Oversee all core accounting functions, including revenue, opex, and AR/AP
• Design and own all company accounting systems and spearhead complex system implementations
• Lead and contribute to the preparation, review, and accuracy of all financial, managerial, and investor reporting, including streamlining QuoteWell’s monthly close process
• Assist in annual budget planning, as well as company budget variance analysis
• Oversee the relationship with a 3rd party accounting firm responsible for annual and other tax return requirements (including surplus lines taxes)
• Represent QuoteWell in an outward-facing role with contractors and vendors as you lead A/P, and with customers as you handle A/R
• Evaluate and continually improve accounting procedures, processes and systems to ensure operational efficiency and compliance
• Execute on ad hoc projects

What you’ll need

• Bachelor’s degree with 5-10 years of progressive experience in a start-up environment
• Desire and ability to create and scale accounting processes within a fast-paced and growing company
• A deep understanding of US GAAP and financial reporting requirements (CPA preferred)
• Strong project management skills with the ability to lead multiple high priority initiatives on concurrent timelines
• Experience influencing and building consensus with Sales, RevOps, and HR leaders to improve the efficiency and accuracy of Accounting systems and processes
• The ability to communicate and simplify complex concepts to various stakeholders across the organization
• Revenue recognition experience with enterprise contracts, SaaS experience, and/or ASC606 is strongly preferred
• Commercial insurance experience (both admitted and non-standard lines) is not required but a big plus

A reasonable salary range for this role is $140,000-$175,000. Offers will be based on the candidate’s experience and expertise and will include base salary, equity, and benefits, many of which are listed below.

What we offer our full-time employees

• Competitive salaries + equity in the company
• Medical, Dental, and Vision healthcare benefits + FSA and HSA options
• Flexible vacation policy to recharge and live life
• Paid membership to One Medical for employees, spouses / domestic partners, and dependents
• Company-sponsored 401K plan (Roth & Traditional)
• Paid parental leave, generous family forming benefits and up to $5,000 of reimbursements through Carrot
• Up to $1,000 in home office reimbursements to build a productive space to work remotely
• An opportunity to work on solutions that are redefining the future of commercial insurance
• A culture driven by a focus on impact, a shared growth mindset, empowered individuals, and integrity