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Financial Reporting Manager

Boston, MAFinanceContractFinance

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Simply Business is more than our name. It's how we approach insurance: Make it clear. Make it simple. Make it affordable. By combining exceptional talent, technology, data, and knowledge, Simply Business is the go-to online insurance brokerage that protects small businesses and the entrepreneurs who work hard to build them. 

We want team members who have the drive to challenge boundaries. If you’re smart and passionate about delivering brilliant customer experiences, we’d love to hear from you.

Simply Business is looking to hire a contract Financial Reporting Manager to join the Finance Team. This role will start as a 6-month contract opportunity with possible extensions.

As a Financial Reporting Manager you will:

  • Support month end close activities in a variety of capacities including: prepare journal entries and perform associated balance sheet reconciliations, monitor and manage revenue recognition across various revenue streams, prepare and reconcile external carrier and partner financials statements, and prepare financial reporting packages, assisting with variance analysis and investigation
  • Continuously improve control framework supporting external reporting
  • Partner with digital product and technology teams to improve reporting capabilities, deliver changes in payment processing, build reconciliation tools and other activities as required 
  • Build revenue and carrier reporting efficiencies to minimize end-user calculations and improve report delivery time and reliability
  • Support Financial Controls team in external and internal audits
  • Manage a team of 1 based out of Boston

Revenue Recognition Lead Duties:

  • Lead team preparing, reviewing and a posting all carrier related revenue entries
  • Review and monitor aging of receivables, following-up with appropriate teams to resolve outstanding items as needed
  • Monitor carrier premium trust accounts and prepare bank transfers for settlement of remittance to carriers and commission clearing
  • Liaise with our Customer Solutions Center on all billing related matters
  • Support relationship with payments gateway, performing credit card fee reconciliations and addressing issues with card disputes
  • Work with data & analytics team to automate reporting and reconciliations, and to resolve reporting gaps and/or issues
  • Review and monitor Financial Reporting Assistant input for completeness and accuracy

Carrier Reporting Lead Duties

  • Lead team preparing and distributing periodic (weekly/monthly) bordereau, remittance and ad hoc files which detail all insurance transactions flowing through SB 
  • Liaise with Carrier Relationship Manager on all reporting matters, acting as primary point of contact for questions on reporting capabilities and issue resolution
  • Attend external partner meetings to assist in carrier onboarding and new product releases, driving testing agenda to support as needed
  • Support insurance product, technology, and data & analytics to improve carrier reporting processes and procedures
  • Finance lead for carrier audits

What we're looking for:

  • Bachelor’s degree with 5+ years of accounting experience
  • CPA or MBA preferred, insurance experience a plus
  • Advanced excel skills, including working with datacube plug-ins, look-ups, and pivot tables
  • Strong communication skills to varying levels of stakeholders
  • Ability to work well under pressure and meet strict reporting deadlines, working accurately with attention to detail
  • Ability to identify control weaknesses and proactivity suggest and implement improvements 
  • A commitment to continuous improvement and desire to grow in a professional and dynamic environment
  • Team player, someone who fits in well with our great culture
What are the benefits?

Here are some of the great benefits and perks that come from being a Simply Business employee:
• A salary that reflects your experience, our pay policy, and the market we’re in from your first day
• Group plan for medical, dental, vision, and prescription drug coverage
• Short term disability, long term disability, and life insurance coverage
• Participation in the Company’s bonus program
• Participation in 401(k) plan with a 3% employer match
• Commuter benefits to help cut down on parking and public transit costs
• 25 days of vacation time plus 10 sick days and 10 company holidays
• Annual company trip, regular outings, and volunteer opportunities 
• An awesome WeWork office with cold brew coffee and other beverages on tap, local pop-up events, and more 

Simply Business is an equal opportunity employer. We're committed to welcoming and helping to grow employees within an inclusive & diverse culture. And that commitment starts with our interview process. 

Once you apply, your info will be reviewed in a committee with employees from different levels, teams, and experiences. We pride ourselves on fostering a sense of community, which is only made stronger by each individual at SB, so you'll have the opportunity to meet a variety of people throughout the process. Get excited!

Want more info on working at Simply Business? Check out our careers page: 

What's going on with work from home and return to the office?

More and more, people are talking about going back to the workplace and the new normal. At Simply Business, we’re thinking of it as a Better Normal. That means offering our SBers more choice and greater flexibility to work in a way that’s best for their particular job, their teams, and their lives.

We’re shifting to a hybrid working model, so we’ll have employees working virtually and in the office at any given time.

We’re also aware there are times when working together in person is the best way to get things done. We expect our SBers to connect in their hubs (that’s what we call our offices) most likely once every few weeks. That said, there’s no one-size-fits-all solution, so we expect all SBers and their teams will find the operating rhythm that works best for them.

If you’re wondering what it might be like for you at Simply Business, our Talent Acquisition is happy to answer any questions. In fact for them, it’s perfectly normal.

Most of our interviews will still take place over Zoom (however, depending on the role, there may be the opportunity/expectation to meet members of the team in-person).  If it looks like you could be a good fit for the role, we’ll ask you to interview on Zoom – you’ll need WiFi and a laptop, or a 4G-enabled smartphone. If you don’t have access to either of these, or you need support with your application, get in touch with us at [email protected] Similarly, please email us with any questions or if you want to pause your application for a bit – we’ll be happy to keep you updated on future opportunities like the one above.
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© Copyright 2021 Simply Business. All Rights Reserved. Simply Business is a trading name of Xbridge Limited which is authorised and regulated by the Financial Conduct Authority (Financial Services Registration No: 313348). Xbridge Limited (No: 3967717) has its registered office at 6th Floor, 99 Gresham Street, London, EC2V 7NG.