Senior Accountant

myCOIFinance 3-5 Years

Job Description

Company Description:
Based in the heart of downtown Indianapolis, myCOI is a SaaS company that provides a solution to tracking and managing 3rd party insurance compliance. An early industry-leader in the insurance tech space, we envision a future where all business partnerships are empowered to thrive through freedom from risk. With hundreds of customers ranging from Fortune 100 down to some of our local favorite sports teams, we have a proven track record of national growth and success We work hard to maintain an open, fun, and family-friendly culture – whether that be with fun company events, or occasional flex scheduling to accommodate for life’s obligations. Our culture promotes collaboration and the pursuit of excellence.
As a member of our team, you’ll enjoy paid vacation, medical, dental, and vision benefits, a competitive salary, and a great work-life balance. We know that myCOI’s success derives from great teamwork and each individual’s exceptional results. Join us on our mission to disrupt, innovate, and lead the industry!
Position Summary:
With a $3.2 billion domestic market, myCOI is on track to becoming an early leader of a new, highly lucrative segment of the insurance industry. We are prepped for massive growth and looking for an entrepreneurial-minded Senior Accountant to help take us to the next level. This is a unique role that will excite people who thrive on stepping outside the boundaries of typical accounting and enjoy having an “all hands-on deck” workplace culture. An entrepreneurial mind-set will be rewarded with being a part of a team of like-minded individuals passionate about creating an industry leader with tremendous opportunities for professional growth.

What Makes this a Great Opportunity:
Opportunity to join an early SaaS industry leader in the insurance tech space with the most innovative technology in the industry
High visibility reporting to and working directly with the CEO
Professional growth and learning opportunities (opportunity to get in early before growth explodes)
Great work-life balance
Opportunity to learn multiple facets of a business
Opportunity to improve or upgrade systems and processes
Work with supportive management and co-workers focused on helping you succeed

Accounting and Finance Focused Responsibilities:
Maintains accounting controls by preparing and recommending policies and procedures
Maintains customer confidence and protects operations by keeping financial information confidential
Manages month end revenue recognition to ensure compliance with GAAP
Manages complex customer invoicing and process
Follows up on all outstanding receivables
Responsible for month end financial reporting to management and investors
Manages financial modeling workbook to provide accurate reporting and forecasting to CEO
Documents financial transactions by entering account information
Recommends financial actions by analyzing accounting options
Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports
Assist CEO or possibly manage preparation for investor quarterly reports
Evaluates and maintains compliance with tax laws
Maintains customer data integrity throughout all databases
Prepares commission reports for payroll
Manages all expense transactions
Approves all expense reimbursements
Evaluates and implements new financial software
Helps to identify and implement changes to streamline and simplify data flow from different databases

Miscellaneous Responsibilities:
Sets up new customers in all databases
Facilitates 401K and Healthcare employee enrollments
Responsible for edits or additions to employee payroll records (deductions, bonuses, etc.)
Manages travel arrangements for trade shows

Travel Responsibilities:
No travel requirements

Basic Qualifications:
SaaS experience
Strong knowledge of GAAP and other applicable tax laws
Experience managing complex financial proformas
Experience with financial analysis and reporting
Experience maintaining strict controls on confidentiality and accounting
Self-motivated with excellent time management skills
Excellent verbal, written and presentation skills
Ability to effectively collaborate with a variety of audiences
Strong Excel and QuickBooks knowledge
Strong attention to detail
Strategic mind-set focused on long term process improvements and business performance

Educational Requirements:
Bachelor’s Degree required
CPA a plus but not required

Compensation:
Competitive compensation package

Benefits:
Medical
HSA
Dental
Vision
Life
Paid Time Off (Holiday, Vacation, 8 hours community volunteer time)

Relocation:
Preference given to candidates residing within a commutable distance of Indianapolis.

Posted On

November 8, 2019