Accounting Manager
Job Description
Counterpart is seeking a Accounting Manager who will run the day-to-day financial operations within Agentic Finance – bordereau and premium reconciliation, carrier and claims payments, premium accounts receivable, accounts payable, expense management, financial reporting, audit administration, and tax filings – that keep Counterpart, Agentic Programs™, and Counterpart Insurance Company running.
Salary: $130,000 to $150,000
Key Responsibilities
- Own premium accounts receivable from brokers end-to-end – invoicing and installment billing, cash application against policies and endorsements, and aging and collections follow-up – so premium owed to Counterpart is collected on time and applied accurately.
- Own the reconciliation of broker premium remittances into the premium trust account, clearing unapplied cash before it ages and escalating past-due balances and write-off candidates to the Controller.
- Own execution of Counterpart’s spend-management automation – full accounts payable automation, invoice coding, and card-spend policy enforcement.
- Own employee expense reimbursement administration, setting the standard for review before sign-off by Controller.
- Own vendor records and documentation, including W-9 collection, and manage the relationships behind recurring vendor and brokerage-fee payments.
- Own recurring program-level reimbursement invoicing end-to-end, from calculation through submission.
Key Requirements
- 5-7 years of progressive accounting or finance experience, ideally at a high-growth company; insurance, insurtech, or fintech experience is a plus but not required.
- A bachelor’s degree in Accounting, Finance, or a related field, or equivalent practical experience.
- Working knowledge of GAAP and STAT (Statutory Accounting Principles), and comfort operating within a regulated, multi-entity insurance business.
- A track record of owning and improving accounting processes end-to-end – not just executing tasks.
- Hands-on experience with an accounting system or ERP (QuickBooks, NetSuite, Sage Intacct, or similar) and an AP/spend platform (Ramp, Bill.com, or similar).
- A demonstrated track record of using AI tools or agents to redesign reconciliations, payment processing, and routine bookkeeping.
- Comfort managing recurring payments, reconciliations, and deadline-driven filings across multiple systems and counterparties – including direct communication with banks, brokers, carriers, tax agencies, and auditors.
- High attention to detail and a bias toward getting the numbers right the first time.
- Clear written and verbal communication – you can represent Counterpart directly with broker, carrier, and audit contacts.
- Progress toward or interest in pursuing a CPA is a plus, not required.
