Financial Controller
Posted on 3/24/2024
AgentSync

201-500 employees

Modern insurance infrastructure connecting carriers, agencies, and
Company Overview
AgentSync, a Denver-based insurtech company, is recognized for its customer-centric design and seamless APIs that simplify insurance processes, enabling growth and compliance to coexist. The company's solutions have been lauded for their efficiency, with users testifying to the manageability and ease of use, reducing workload significantly. With accolades such as Denver's Best Places to Work, Forbes Magazine Cloud 100 Rising Star, and a ranking in Forbes – America’s 500 Best Startup Employers 2022, AgentSync demonstrates a strong competitive advantage and industry leadership.
Data & Analytics
Fintech
B2B

Company Stage

Series B

Total Funding

$161.1M

Founded

2018

Headquarters

Denver, Colorado

Growth & Insights
Headcount

6 month growth

-3%

1 year growth

-7%

2 year growth

35%
Locations
Denver, CO, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Quickbooks
Excel/Numbers/Sheets
CategoriesNew
Financial Accounting
Financial Analysis
Financial Controller
Accounting
Requirements
  • 13+ years of experience in accounting, ideally with a mix of public and corporate accounting with experience in a Software-as-a-Service (SaaS) subscription environment.
  • Bachelor's Degree or MBA in Accounting or Finance, or equivalent work experience.
  • Advanced knowledge of U.S. GAAP, including evaluation and adoption of ASC 606.
  • CPA certification preferred.
  • Proficient in Excel / Google Sheets, Quickbooks Online, and Stripe; tech savvy.
  • Experience in implementing an ERP system is preferred.
  • Strong track record of successfully motivating and developing team members.
  • Strong interpersonal and communication skills, effective in communicating key data, including presentations to senior management or other outside partners.
Responsibilities
  • Own the financial statement close and preparation process, developing best in class operations to support future audit requirements.
  • Research, document, and implement accounting policies in compliance with Generally Accepted Accounting Policies (“GAAP”).
  • Act as a strategic partner across the organization, delivering meaningful insight and financial decision support.
  • Support Legal and Finance in tracking customer contract details and calculating annual recurring revenue (“ARR”) as well as other key performance indicators.
  • Own all aspects of the accounting operation functions relating to customer invoicing and vendor management.
  • Oversee all tax compliance and regulatory reporting requirements.
  • Take responsibility for overall company cash management by ensuring expenses conform to established policy and customer amounts are received per contract terms.
  • Develop accounting processes to ensure scalability with business growth. Manage the implementation of critical infrastructure tools, such as a billing engine and vendor management system.
  • Drive internal controls, efficiency, and accuracy of all financial reporting processes.
  • Train, mentor, challenge, and develop the accounting team; build-out the team as the company grows.