QuoteWell

Controller

QuoteWell

full-time

Posted on:

Location Type: Hybrid

Location: AustinTexasUnited States

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About the role

  • Own the month-end and quarter-end close process end-to-end
  • Manage accounts payable, accounts receivable, and general ledger reconciliations
  • Maintain accurate books across our entities in QuickBooks
  • Process payroll in coordination with HR and ensure accurate benefit and equity accounting
  • Manage banking relationships, wire approvals, and cash flow visibility
  • Produce monthly financial statements and supporting management reports
  • Build and maintain an internal control environment appropriate for a growth-stage company
  • Prepare board-ready financial packages in coordination with leadership
  • Ensure compliance with revenue recognition standards relevant to our revenue streams
  • Monitor and report on venture debt covenants
  • Serve as the primary internal point of contact for our first financial audit (targeted Q4 of this year)
  • Select and manage the external audit firm relationship
  • Prepare audit-ready workpapers, schedules, and supporting documentation
  • Identify and remediate any gaps in documentation, controls, or accounting treatment ahead of fieldwork
  • Coordinate with legal and the fractional CFO on any technical accounting questions
  • Serve as the financial operations partner to department heads on budget-to-actual questions
  • Coordinate with the fractional FP&A analyst on forecast inputs and actuals variance analysis
  • Support the fractional CFO on financing events, board materials, and strategic planning

Requirements

  • 5–8 years of accounting experience, with at least 2–3 years in a high-growth startup or technology company environment
  • Prior public accounting experience (CPA or CPA-eligible strongly preferred; Big 4 or regional firm background a plus)
  • Hands-on experience preparing for, or supporting a financial statement audit
  • Proficiency with QuickBooks Online
  • Strong working knowledge of GAAP, including revenue recognition (ASC 606) and equity compensation accounting
  • Ability to operate independently and make decisions without a large team around you
  • Experience in insurance, fintech, or marketplace businesses (comfort with commission accounting and brokerage revenue a strong plus)
  • Familiarity with venture-backed startup dynamics—equity accounting, preferred stock, convertible instruments
  • Experience selecting or onboarding an audit firm
  • Prior experience as a first-in-house accounting hire
Benefits
  • Competitive base salary commensurate with experience
  • Meaningful equity participation
  • Comprehensive health, dental, and vision benefits
  • Flexible remote work environment
  • Direct exposure to executive leadership and meaningful ownership of your function from Day 1
  • Competitive salaries + equity in the company
  • Medical, Dental, and Vision healthcare benefits + FSA and HSA options
  • Flexible vacation policy to recharge and live life
  • Paid membership to One Medical for employees, spouses / domestic partners, and dependents
  • Company-sponsored 401K plan (Roth & Traditional)
  • Paid parental leave, generous family forming benefits and up to $5,000 of reimbursements through Carrot
  • Up to $1,000 in home office reimbursements to build a productive space to work remotely
  • An opportunity to work on solutions that are redefining the future of commercial insurance
  • A culture driven by a focus on impact, a shared growth mindset, empowered individuals, and integrity
Applicant Tracking System Keywords

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

Hard Skills & Tools
accounts payableaccounts receivablegeneral ledger reconciliationspayroll processingfinancial statement preparationinternal controlsaudit preparationGAAPrevenue recognitionequity compensation accounting
Soft Skills
independent decision-makingcommunicationcollaborationorganizational skillsproblem-solving
Certifications
CPACPA-eligible