Accounting Manager

Accounting Manager
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 Accounting Manager, you run the day-to-day financial operations within Agentic Finance - bordereau and premium reconciliation, carrier and claims payments, premium accounts receivable, accounts payable, expense management, financial reporting, audit administration, and tax filings - that keep Counterpart, Agentic Programs™, and Counterpart Insurance Company running. You own accounts receivable, accounts payable, expense management, and vendor administration outright, and you support the Controller on bordereau, carrier payment operations, audit administration, and financial reporting - with a path to taking ownership of bordereau and carrier payment operations as those processes stabilize. You build and run the agents that make this execution more efficient as the company scales. You report to the Controller.

YOU WILL:

Own Accounts Receivable, Accounts Payable, Expense Management, and Vendor Administration

- Own premium accounts receivable from brokers end-to-end - invoicing and installment billing, cash application against policies and endorsements, and aging and collections follow-up - so premium owed to Counterpart is collected on time and applied accurately.

- Own 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 Controller.

- Own execution of Counterpart's spend-management automation - full accounts payable automation, invoice coding, and card-spend policy enforcement.

- Own employee expense reimbursement administration, setting the standard for review before sign-off by Controller.

- Own vendor records and documentation, including W-9 collection, and manage the relationships behind recurring vendor and brokerage-fee payments.

- Own recurring program-level reimbursement invoicing end-to-end, from calculation through submission.

Support Bordereau, Carrier Payment Operations, and Claims Payments

- Prepare bordereau assembly and the premium reconciliation process across all carrier and reinsurance relationships, resolving discrepancies before they reach the Controller.

- Maintain the carrier payment calendar, prioritizing and resolving issues against each carrier's timing requirements 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 Audit Administration

- Administer the response process for the annual company audit, carrier audit financial requests, and the R&D tax credit - compiling documentation, drafting responses, and managing 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 Financial Reporting

- Prepare and distribute the recurring carrier partner repo