Senior Accountant


What will the Sr Accountant do?
Coterie is an InsurTech company that makes small business insurance easy. Through tech-based business insurance solutions, Coterie delivers simpler coverage, more accurate pricing and a streamlined experience.  We are hiring for a Sr Accountant that will be part of building out our accounting function and will develop processes, procedures and own the financial statements.

  • Help design and maintain accounting policies, implement automation of accounting processes, and improve internal control design
  • Own the financial statements creation process
  • Responsible for overseeing AR and AP, GL maintenance, and treasury operations
  • Prepare and analyze accounts, journal entries, reconciliations, and other transactions
  • Analyze accounts to develop insights and opportunities for improved information quality
  • Participate in annual year-end audit by preparing workpapers and working directly with external auditors as needed
  • Assist documenting policies and procedures to maintain and enhance internal controls
  • Prepare monthly cash reconciliations and ad hoc financial analysis

Superpowers we are looking for!   

  • CPA or actively pursuing certification
  • 6-7 years of relevant experience
  • Advanced knowledge of Sage Intacct
  • Advanced excel skills to drive automation of journal entry creation
  • Ability to apply technical accounting knowledge and analytical skills to support a growing insurance company
  • Understanding of insurance products and financial reporting
  • Entrepreneurial, flexible, and collaborative

Extras that are awesome but not required!

  • Experience in a start up
  • Previous experience building processes from scratch
  • Audit experience

What to expect!
Our hiring process generally consists of 3 phases:

  • Phase 1: Qualified candidates will first meet with HR for a phone interview.  This discussion is a high-level conversation to understand more about your background and interests and for us to share more about Coterie and the position.
  • Phase 2: Selected candidates will then meet our Hiring Manager for the 2nd interview via Teams video. This interview is designed to be more detail oriented and allows you to learn more about the role
  • Phase 3: Top candidates will receive an invite for our final interview series via Teams video. This series will include an experiential exercise project (provided in advance), 1:1 interviews with selected team members and a culture focused interview. The final series is roughly 1.5-3 hours in total but can be scheduled over a few days for flexibility

What’s in it for you!
Coterie has excellent benefits for all full-time employees. We offer the following:

  • 100% remote.
  • Health insurance through Aetna (we pay 100% of premiums).
  • Dental and vision insurance through Guardian (we pay 100% of premiums).
  • Basic life insurance (we pay 100% of premiums).
  • Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans).
  • 401K plan (up 4% match with immediate vest).
  • Unlimited PTO and company paid holidays. We expect you to take at least 80 hours during the year not including paid holidays: New Year’s Eve, New Year’s Day, Independence Day, Memorial Day, Juneteenth, Labor Day, Thanksgiving Day, Black Friday, Christmas Eve, Christmas Day. We also encourage the celebration of personal holidays and important family events.
  • Continuing education stipend.
  • Perks/discounts plan access via Access Perks.
  • A culture with a deep belief in intentionality, inclusion, and treating you like the professional you are.
  • Formalized, universal mentorship via Coterie Core-Coaching program.
  • The salary range for this position is estimated between 85,000-105,000 based on national data. Above midpoint considerations may be considered for candidates meeting all minimum requirements and/or extra experiences listed in the job description. Salary is based on internal equity; internal salary ranges; market data/ranges; applicant’s skills; prior relevant experience; degrees or certifications, etc. 

About Coterie 
Our HQ is in Blue Ash, Ohio (4455 Carver Woods Dr, Blue Ash, OH 45242), but we operate as a 100% digital business which makes it easy to work remotely as your role allows.

Coterie is a business insurance startup that distributes flexible-term policies on our website and partner platforms. We value integrity, humility, passion, and intelligence. If you want to push yourself, promote social good, and re-shape a $200B+ market, we’re excited to talk to you.

Coterie Insurance Named to 2022 List of Best and Brightest Companies to Work For in the Nation - Coterie Insurance