Accounting Manager

Counterpart • Remote, OR

31d • Remote

About The Position

As Accounting Manager, you 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. You own accounts receivable, accounts payable, expense management, and vendor administration outright, and you support the Controller on bordereau, carrier payment operations, audit administration, and financial reporting - with a path to taking ownership of bordereau and carrier payment operations as those processes stabilize. You build and run the agents that make this execution more efficient as the company scales. You report to the Controller.

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.

Nice To Haves

• Progress toward or interest in pursuing a CPA is a plus, not required.

Responsibilities

• Own Accounts Receivable, Accounts Payable, Expense Management, and Vendor Administration
• 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.
• Support Bordereau, Carrier Payment Operations, and Claims Payments
• Prepare bordereau assembly and the premium reconciliation process across all carrier and reinsurance relationships, resolving discrepancies before they reach the Controller.
• Maintain the carrier payment calendar, prioritizing and resolving issues against each carrier's timing requirements for the Controller's approval.
• Prepare monthly loss fund reporting to carrier partners - bank-to-book reconciliation, top-up requests, and check registers - resolving variances directly with carrier contacts.
• Execute claims payments from loss fund accounts under the Controller's payment authority, partnering directly with the Claims team on payment timing and exceptions.
• Support Audit Administration
• Administer the response process for the annual company audit, carrier audit financial requests, and the R&D tax credit - compiling documentation, drafting responses, and managing the deadline calendar, while the Controller leads the auditor and tax-advisor relationships.
• Support Counterpart Insurance Company's statutory (STAT) reporting cadence and regulatory filings, providing the underlying data and documentation the Controller needs for CIC's STAT close.
• Maintain and continuously improve the accounting due dates calendar.
• Support Financial Reporting
• Prepare and distribute the recurring carrier partner reporting package - unaudited financials, cash position summaries, and other standard deliverables on a monthly and quarterly basis, for the Controller's review and sign-off.
• Partner with the Controller on evaluating and coordinating contractor, vendor, or offshore support for these processes as the accounting function grows.
• Drive Agentic Automation Across Accounting Operations
• Build and use agents to automate premium receivable cash application, bordereau assembly, premium reconciliation, and claims payment processing.
• Feed clean, structured financial data and workflows into Counterpart's Intelligence System.
• Decide where agents replace manual work versus where judgment is still required, and partner with the technical platform team to build and continuously improve those workflows.

Benefits

• Fully remote workplace
• 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.
• Stock Options
• Health, Dental, and Vision Coverage
• 401(k) Retirement Plan
• Parental Leave
• Home Office Allowance: to set up your home office with the necessary equipment and accessories.
• Wellness Stipend
• Book stipend
• Professional Development Reimbursement
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree