Senior Accountant

Senior Accountant

Counterpart is the first Agentic Insurance™ platform, combining trusted insurance expertise with cutting-edge AI to deliver tailored management and professional liability solutions. By integrating Agentic Underwriting™, Agentic Broker Services™, Agentic Risk Mitigation™, Agentic Claims Management™, Agentic Coverage™, and Agentic Capacity™ into one powerful platform, Counterpart empowers brokers - and the businesses they serve - to do more with less risk. Backed by A rated carriers, Counterpart has been recognized by CB Insights as a 2025 “Top 50 Insurtech,” by Great Place to Work, and by Business Insurance as one of its 2025 “Best Places to Work.”

As Senior Accountant, you execute the day-to-day financial operations within Agentic Finance - premium accounts receivable and cash application, accounts payable, bank and balance sheet reconciliations, bordereau and premium reconciliation, carrier and claims payments, expense management, and audit and tax support - that keep Counterpart, Agentic Programs™, and Counterpart Insurance Company running. You support premium cash application, accounts payable, bank reconciliations, expense management, and vendor administration, and you prepare the bordereau, carrier payment, close, and audit work that the Accounting Manager and Controller review. You build and use the agents that make this execution more efficient as the company scales. You report to the Controller and work closely with the Accounting Manager.

YOU WILL:

Support Accounts Receivable, Accounts Payable, Reconciliations, and Vendor Administration

Assist with premium accounts receivable from brokers - invoicing and installment billing, daily cash application against policies and endorsements, unapplied cash and unidentified deposit research, and aging and collections follow-up - so premium owed to Counterpart is collected on time and applied accurately.

Assist with 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 Accounting Manager and Controller.

Prepare the monthly reconciliation of policy-level premium receivable and premium payable detail from Counterpart's reporting platform to the general ledger, and support the recurring AR aging attestations required by carrier partners.

Assist with day-to-day accounts payable within Counterpart's spend-management platform - invoice intake, coding, approval routing, payment runs, and card-spend policy enforcement.

Assist with monthly bank reconciliations across operating, premium trust, and loss fund accounts, and prepare balance sheet account reconciliations for the Accounting Manager's review as part of the monthly close.

Assist with employee expense reimbursement administration, reviewing submissions against policy before sign-off by the Controller.

Assist with vendor records and documentation management, including W-9 collection and year-end 1099 preparation and filing, and support the relationships behind recurring vendor and brokerage-fee payments.

Support recurring program-level reimbursement invoicing, from calculation through submission.

Support Bordereau, Carrier Payment Operations, and Claims Payments

Prepare bordereau assembly and premium reconciliations across carrier and reinsurance relationships, researching and resolving discrepancies before they reach the Accounting Manager and Controller.

Maintain the carrier payment calendar and prepare weekly and monthly carrier premium remittance and sweep calculations, including premium trust segregation tracking, 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 the monthly net commission, claims-handling fee, and revenue estimate calculations by program, including true-ups when final bordereaux arrive.

Support Audit Administration

Prepare and compile supporting documentation for the annual company audit, carrier audit financial requests, and the R&D tax credit - pulling schedules, drafting responses, and tracking 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 Monthly Close and Financial Reporting

Execute assigned monthly close tasks - journal entries, accruals, and balance sheet reconciliations - against the close checklist and timeline.

Help prepare the recurring carrier partner reporting package - unaudited financials, cash position summaries, and other standard deliverables on a monthly and quarterly basis, for the Accounting Manager's and Controller's review and sign-off.

Document and maintain step-by-step accounting procedures and clear, audit-ready workpapers so processes are repeatable and scalable as the accounting function grows.

Drive Agentic Automation Across Accounting Operations

Build and use agents to automate premium receivable cash application, bank reconciliations, bordereau assembly, premium reconciliation, and claims payment processing.

Feed clean, structured financial data and workflows into Counterpart's Intelligence System.

Identify where agents can replace manual work versus where judgment is still required, and partner with the Accounting Manager and technical platform team to build and continuously improve those workflows.

YOU HAVE:

3-5 years of progressive accounting 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, with exposure to STAT (Statutory Accounting Principles) a plus, and comfort operating within a regulated, multi-entity insurance business.

Experience owning core accounting processes - such as cash application, accounts payable, and reconciliations - and a drive to improve them, not just execute them.

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).

Demonstrated use of AI tools or agents to streamline reconciliations, payment processing, and routine bookkeeping.

Strong Excel / Google Sheets skills; experience reconciling data from reporting or BI tools (Looker or similar) to the general ledger is a plus.

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.

WHO YOU WILL WORK WITH:

Rob Hamilton , Controller

Dave Fanger , VP of Finance

COUNTERPART'S VALUES

Conjoin Expectations - i t is the cornerstone of autonomy. Ensure you are aware of what is expected of you and clearly articulate what you expect of others.

Speak Boldly & Honestly - the only failure is not learning from mistakes. Don't cheat yourself and your colleagues of the feedback needed when expectations aren't being met.

Be Entrepreneurial - control your own destiny. Embrace action over perfection while navigating any obstacles that stand in the way of your ultimate goal. Leverage AI ru