Finance and Accounting Analyst

Description

Do you ever feel like you're managing finances with one hand tied behind your back? Spending too much time on routine tasks, leaving little room to deepen your expertise or deliver impactful financial insights?

At Ledgebrook, we believe a career in finance and accounting should be so much more. Bring your passion for numbers and entrepreneurial spirit, and we’ll provide the tools and opportunities to maximize your potential. Apply now to elevate your skills and advance your career as a Finance and Accounting Analyst at Ledgebrook.

About the Role

 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.

About you

Here at Ledgebrook we are passionate about creating a team that is on a continuous learning journey and that shares our excitement about building a company from the ground up. Some of the characteristics we hold dear are:

• A passion to deliver a world-class customer service experience to both internal and external customer
• Intellectual curiosity and desire to innovate processes/procedures versus being satisfied with the status quo
• A desire to continue learning through on-the-job mentorship or formal educational/training opportunities
• Agile prioritization skills coupled with a keen sense of urgency that seeks to balance getting it right versus getting it done right now
• A strong drive and desire to win together as a high-performing team
• A moral compass to “do the right thing, period”, we have zero tolerance for toxic behaviors.

Requirements

Must haves

• University degree (Bachelor’s or Master’s degree in Accounting, Finance, or related field preferred).
• Minimum of 2 years of experience in a finance function - insurance experience preferred
• Excellent attention to detail and organizational skills.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong proficiency in Microsoft Excel.

Nice to haves

• Experience with ERP (Enterprise Resource Planning) systems e.g. Workday.
• Knowledge of GAAP (Generally Accepted Accounting Principles).
• Experience with bank reconciliations and financial reporting.

Benefits

Benefits : 

• Competitive salary and meaningful equity
• Completely remote, flexible schedule, and monthly coworking gatherings
• Unlimited paid time off
• Clear ownership and impact from day one
• Collaborative, transparent work culture