Accounting

The role

You will be the first in-house accountant at Shepherd. You will own the monthly close, insurance accounting, and reconciliations while managing an outsourced accounting firm.

What you will do

• Own the monthly close and manage the outsourced accounting firm
• Apply revenue recognition policies for commission, policy, risk engineering fees, and contingent commission
• Prepare balance sheet reconciliations for premium receivable, carrier payable, and fiduciary cash
• Reconcile premium remittances from broker partners
• Maintain the receivable aging and flag discrepancies to the Customer Experience team
• Own vendor AP and Brex card review
• Reconcile incoming and outgoing transactions in operating and fiduciary bank accounts
• Set up accounting for new products and carrier partners
• Support the Finance Lead on board materials, investor diligence, and reporting requests

Required qualifications

• 4 to 7 years in accounting
• Time in public accounting
• Time in industry running a monthly close
• Insurance accounting experience at an MGA/MGU, broker, carrier, or insurtech
• Experience with commission revenue, premium receivables, carrier payables, and fiduciary or premium trust accounts
• Experience moving a close in house from an outsourced firm, or building a close at a company that hadn't had one
• Supported a financial statement audit, including preparing schedules and working through the PBC list
• Strong knowledge of US GAAP, especially ASC 606
• Comfort working with large data sets in Excel or Google Sheets
• Willingness to learn SQL or work with the data team to pull from the platform

Nice to have

• Audit experience in public accounting
• Active CPA

Benefits

• 100% contribution to health, dental, and vision
• Fertility benefits and family building support
• Flexible PTO
• Daily lunches, dinners, and snacks
• Professional Development including premium coaching and leadership development
• Competitive 401(k) Plan
• Dog-friendly office

About the company

Shepherd rebuilds commercial insurance with software, data, AI, and deep underwriting expertise. The company develops insurance products and partners with established insurers to back coverage.