The Company
We are building the biggest insurance brokerage agency in the country. We value deep, personal relationships with clients, but we are powered by a transformative AI platform that allows our team to work smarter and faster. We aren't just selling insurance; we are redesigning how an agency scales.
The Role
We aren't looking for a "Director" who sits in meetings and delegates. We need an operator who has spent time mastering the rules of accounting and has seen their fair share of businesses, who is now ready to apply that knowledge to the messy, exciting reality of running a fast-growing startup. There are a lot of helping hands but always more to be done.
You will also be the person who understands the "why" behind every dollar. You’ll manage the day-to-day—from invoicing and vendor payments to bank reconciliations and regulatory filings—but you’ll do it with a builder’s mindset. You are in the driver's seat to help our dev team build scalable infrastructure that allows us to grow smoothly into 100s of millions of revenue over the next few years.
What You’ll Do
- The "Doer" of All Things: You’ll own the full cycle of company operations, from managing AP/AR, overseeing cash management, and keeping us compliant with regulators, managing bank and audit partners, etc. While you will manage a lot, this is strictly not a manager job, it needs someone who is hands-on, gets things done, and can build an organization over time.
- Process Evolution: You’ll take the processes we have today and turn them into automated workflows. If someone is doing the same task twice, your first instinct should be to find a tool or a script to handle it for you. This is the mindset you will bring and instill in all hires along the way.
- Bridge the Gap: We are a startup without borders. You’ll work directly with our sales and development teams, with customer service reps and agency GMs, and report to the executive team to ensure our business is reflected accurately and timely in our financial statements.
- Audit-Ready, Always: You understand the importance of accounting, and you’ll help us build books and policies that make an audit feel like a formality, not a fire drill.
Who You Are
- The "Recovering Accountant or Auditor": You’ve put in time at an accounting firm (Big 4 or similar). You know GAAP and charts of accounts inside out, how funds flow in the service industry and how to reconcile accounts, but you’ve realized you’d rather build a company than just check someone else's work.
- Systems Obsessed: You have a natural knack for software and data. You love clean books, GSheets or Excels that reconcile to the penny, you know accounting and AP/AR systems, and you use AI wherever it can help you. You find the "better way" to get things done.
- Grit & Curiosity: You want to know how the gears turn. You’re happy to roll up your sleeves and fix a broken invoice because you know that understanding the small details is how you eventually run the whole show.
- Austin-Based: You want to be in the office 4 days a week with a team that moves fast. We offer flexible hours to beat the traffic and respect your life, but we value the collaboration that happens in person.
Requirements
Qualifications
- 5–8 years of experience, with a significant portion in Accounting / Audit
- Deep proficiency in modern cloud accounting tools and data reconciliation in Excel / GSheets
- Experience (or a very strong interest) in the insurance industry
- Ability to take responsibility and get things done in a fast-moving startup
- A track record of automating repetitive processes using systems and tools
Benefits
Medical, dental and vision for all full-time employees and their dependents, equity participation, flexible hours, in-house gym and café.