Perform monthly bank reconciliations to ensure high levels of accuracy in all financial records.
Proactively investigate and resolve discrepancies between carrier payments and bank statements.
Establish and maintain data validation protocols to ensure "single source of truth" integrity across all reporting platforms.
Ensure data accuracy to provide a reliable foundation for critical business decisions
Manage and process monthly agent commissions accurately and on schedule.
Audit and maintain the accuracy of Carrier rates and Agent commission rates within the First Connect Portal to ensure 100% accuracy in automated commission calculations.
Serve as the primary point of contact for complex or escalated commission-related inquiries.
Assist the Accounting team during the monthly financial closing process
Use data-driven analysis to identify business trends, financial insights, and opportunities for growth.
Collaborate with Product and Operations to identify and implement process improvements that enhance financial reporting and workflow efficiency
Partner with stakeholders to gather data and provide actionable financial insights to Senior Management.
Adhoc Projects and Reports as requested

Requirements

Bachelor’s degree (B.A. or B.S.) in Finance, Accounting, or a related quantitative field.
3+ years of progressive experience in Finance or Accounting, with a strong preference for candidates from SaaS, FinTech, or high-growth startup environments
Advanced proficiency in Microsoft Excel and experience navigating CRM systems and financial ERP tools
Proven ability to thrive in a fast-paced, evolving work environment while maintaining composure and meeting tight deadlines
Exceptional organizational skills with a "militant" attention to detail and data accuracy
A self-starter who thrives with minimal supervision; must possess the "learning agility" to grasp new tools and complex processes quickly while independently navigating ambiguity

Benefits

Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.
We also offer a 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
Equity - This position is eligible for equity compensation
Training and Career Growth - Training and internal career growth opportunities
Flexible Time Off - You know when and how you should recharge

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

bank reconciliationsdata validation protocolsfinancial analysiscommission calculationsdata accuracyfinancial reportingprocess improvementsdata-driven analysisfinancial insightsquantitative analysis

Soft Skills

attention to detailorganizational skillsself-starterlearning agilityproblem-solvingcommunicationcollaborationadaptabilitytime managementcomposure under pressure