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Counterpart · 2 days ago

Controller

United States

Full-time

Remote

Senior Level

$150K/yr - $170K/yr

7+ years exp

Counterpart is an insurtech platform reimagining management and professional liability for the modern workplace. As Controller, you will serve as the operational backbone of the finance function, ensuring accurate financial reporting and building scalable accounting processes to support the company's growth and compliance in the insurance industry.

Artificial Intelligence (AI)Big DataFinTechInsurTechSoftware

Responsibilities

Own the monthly, quarterly, and annual close processes and consolidation including eliminations, ensuring accurate and timely GAAP-compliant financial statements

Manage all aspects of general ledger accounting, including journal entries, account reconciliations, and variance analysis

Oversee accounts payable, accounts receivable, and cash management processes with particular focus on insurance-specific transactions

Prepare and review financial statements, management reports, and board packages in partnership with the functional leads

Lead annual audit processes with external auditors and manage relationships with accounting firms and tax advisors

Document and implement best practices to improve accuracy, compliance and timeliness

Navigate complex insurance accounting standards including SAP (Statutory Accounting Principles) and GAAP reporting requirements

Manage regulatory filings, including quarterly and annual statements for insurance entities and state insurance departments

Oversee bordereaux reporting, claims reconciliation, and carrier settlement processes across all reinsurance relationships

Ensure compliance with insurance regulations across multiple jurisdictions and maintain documentation for regulatory examinations

Implement controls and processes for premium recognition, loss reserves, and unearned premium calculations

Design and maintain internal controls, policies, and procedures that scale with business growth and regulatory requirements

Collaborate with engineering and operations teams to integrate billing, underwriting, and claims systems with accounting workflows

Establish automated reconciliation processes for high-volume transactions and complex insurance cash flows

Build reporting infrastructure that provides real-time visibility into financial performance and operational metrics

Lead the optimization of our ERP system to support insurance operations and growth

Build and manage a high-performing accounting team, including vendors, contractors, and offshore resources

Partner with cross-functional teams including underwriting, claims, operations, and data analytics to ensure seamless financial operations and streamline workflows

Manage special projects and drive process improvement initiatives to enhance efficiency

Establish training programs and documentation to maintain institutional knowledge and operational excellence

Qualification

CPA certificationGAAP knowledgeSAP experienceERP systems managementInsurance industry experienceInternal controls knowledgeFinancial reporting toolsProcess improvementAnalytical skillsTeam managementCommunication skills

Required

7+ years of progressive accounting experience, with at least 3 years in a Controller or senior accounting role

CPA certification with strong technical accounting knowledge in both GAAP and insurance-specific accounting principles (SAP experience strongly preferred)

Direct experience in the insurance industry, including familiarity with premium accounting, loss reserves, bordereaux reporting, and regulatory filings

Proven track record implementing and managing ERP systems (NetSuite, QuickBooks, or similar) in high-growth environments

Experience with insurance billing systems and payment processing platforms, particularly in managing complex cash flows and reconciliations

Strong knowledge of internal controls, SOX compliance, and audit processes

Advanced proficiency in Excel/Google Sheets and experience with financial reporting tools and business intelligence platforms

Experience managing and developing accounting teams, including remote and offshore resources

Benefits

Stock Options: Every employee is able to participate in the value that they create at Counterpart through our employee stock option plan.

Health, Dental, and Vision Coverage: We care about your health and that of your loved ones. We cover up to 100% of your monthly contributions for health, dental, and vision insurance and up to 80% coverage for family members.

401(k) Retirement Plan: We value your financial health and offer a 401(k) option to help you save for retirement.

Parental Leave: Birthing parents may take up to 12 weeks of parental leave at 100% of their regular pay following the birth of the employee’s child, and can choose to take an additional 4 unpaid weeks. Non-birthing parents will receive 8 weeks of parental leave at 100% of their regular pay.

Unlimited Vacation: We offer flexible time off, allowing you to take time when you need it.

Work from Anywhere: Counterpart is a fully distributed company, meaning there is no office. We allow employees to work from wherever they do their best work, and invite the team to meet in person a couple times per year.

Home Office Allowance: As a new employee, you will receive a $300 allowance to set up your home office with the necessary equipment and accessories.

Wellness stipend: $100 per month to spend toward an item or service that supports your wellness (i.e. massage or gym membership, meditation app subscription, etc.)

Book stipend: To support your intellectual development, we offer a book stipend that allows you to purchase books, e-books, or educational materials relevant to your role or professional interests.

Professional Development Reimbursement: We provide up to $500 annually for you to invest in relevant courses, workshops, conferences, or certifications that will enhance your skills and expertise.

No working birthdays: Take your birthday off, giving you the opportunity to relax, enjoy your special day, and spend time with loved ones.

Charitable Contribution Matching: For every charitable donation you make, we will match it dollar for dollar, up to a maximum of $150 per year. This allows you to amplify your charitable efforts and support causes close to your heart.