Accounting Manager

Responsibilities

• Own accounts receivable, accounts payable, expense management, and vendor administration
• Manage premium accounts receivable from brokers, including invoicing and collections
• Execute spend-management automation and employee expense reimbursements
• Support bordereau assembly, premium reconciliation, and carrier payment operations
• Administer annual company audits, carrier financial requests, and R&D tax credits
• Prepare recurring carrier partner reporting packages and financial summaries
• Build and deploy AI agents to automate cash application, reconciliation, and payment processing

Requirements

• 5-7 years of progressive accounting or finance experience
• Bachelor's degree in Accounting, Finance, or related field
• Working knowledge of GAAP and STAT (Statutory Accounting Principles)
• Hands-on experience with ERPs (e.g., NetSuite, QuickBooks) and AP platforms (e.g., Ramp, Bill.com)
• Proven track record of using AI tools to redesign accounting workflows
• Strong attention to detail and clear communication skills

Preferred Qualifications

• Experience in insurance, insurtech, or fintech
• Progress toward or interest in pursuing a CPA

Benefits

• Fully remote workplace with home office allowance
• Unlimited vacation and no working birthdays
• Health, Dental, and Vision coverage
• 401(k) retirement plan and stock options
• Wellness and book stipends
• Professional development reimbursement

About the Company

Counterpart is the first Agentic Insurance platform, combining insurance expertise with cutting-edge AI to deliver tailored management and professional liability solutions.