Finance and Accounting Analyst

 We’re looking for a self-starter eager to join our dynamic and growing finance team at a fast-paced insurtech. We’re looking for someone who takes full ownership of their work, thrives in a startup environment, and is excited to grow alongside us as the company scales.

While the initial responsibilities are outlined below, there’s plenty of room for the role to evolve as we continue to expand.

General Responsibilities

• Support the finance team with accounting tasks and reporting. Assist in the preparation of financial statements and other management reports.
• Ensure compliance with accounting regulations and organizational policies.
• Provide exceptional customer service to internal and external stakeholders.
• Cooperate with third parties to ensure tasks are handled effectively

Accounts Receivable

• Process and monitor incoming payments, including checks, credit card payments, ACH transfers, and wire transfers.
• Review customer invoices to ensure accuracy and timely issuance.
• Follow up with customers regarding overdue invoices and outstanding balances.
• Maintain our system for managing and reconciling customer accounts.
• Work with our underwriting and operation team to resolve discrepancies and disputes with customers, escalating as appropriate.
• Work with Data team to improve data integrity and enhance reporting capabilities
• Prepare and analyze accounts receivable aging reports and provide recommendations for collection actions.
• Prepare and report journal entries related to accounts receivable transactions.
• Assist with month-end closing activities and the preparation of financial reports.
• Assist with testing new systems and suggest improvements to enhance functionality. 

Accounts Payable

• Process vendor invoices and ensure accuracy, proper coding, and approval before payment.
• Review, verify, and reconcile purchase orders, credit card transactions and payment schedules.
• Prepare and schedule payments to vendors, ensuring timely disbursements.
• Handle inquiries from vendors and resolve discrepancies regarding invoices or payments.
• Maintain an organized filing system for vendor records and payment documentation.
• Help us strengthen financial controls in relation to vendor payments and credit card transactions.
• Assist with the month-end close by preparing accounts payable accruals and reconciling accounts.