About QuoteWellHeadquartered in Austin, TX, QuoteWell is a wholesale insurance brokerage powered by purpose-built, AI technology. We bring the fast‑paced, forward‑thinking culture of a tech company and pair it with the long‑term stability the insurance industry provides. We're growing with intention, building a team of experienced professionals who are ready to own their function and help drive our next chapter of growth.The Opportunity We're bringing our accounting function fully in-house. You'll inherit a clean set of books from our fractional accountant and take complete ownership from day one. You'll be the operational backbone of our finance department—keeping the engine running while building the foundation for our first formal audit.You'll work closely with a fractional CFO and FP&A analyst, which gives you experienced partners on the strategic and planning side while you lead. What we need from you is someone with the technical credibility to navigate an audit and the builder mindset to truly own the accounting infrastructure.What You'll Own Day-to-Day Accounting Operations Own the month‑end and quarter‑end close process end-to-endManage accounts payable, accounts receivable, and general ledger reconciliationsMaintain accurate books across our entities in QuickBooksProcess payroll in coordination with HR and ensure accurate benefit and equity accountingManage banking relationships, wire approvals, and cash flow visibilityReporting & Controls Produce monthly financial statements and supporting management reportsBuild and maintain an internal control environment appropriate for a growth‑stage companyPrepare board‑ready financial packages in coordination with leadershipEnsure compliance with revenue recognition standards relevant to our revenue streamsMonitor and report on venture debt covenantsAudit Preparation & Leadership Serve as the primary internal point of contact for our first financial audit (targeted Q4 of this year)Select and manage the external audit firm relationshipPrepare audit‑ready workpapers, schedules, and supporting documentationIdentify and remediate any gaps in documentation, controls, or accounting treatment ahead of fieldworkCoordinate with legal and the fractional CFO on any technical accounting questionsTeam & Cross‑Functional Partnership Serve as the financial operations partner to department heads on budget‑to‑actual questionsCoordinate with the fractional FP&A analyst on forecast inputs and actuals variance analysisSupport the fractional CFO on financing events, board materials, and strategic planningWhat We're Looking For Required 5–8 years of accounting experience, with at least 2–3 years in a high‑growth startup or technology company environmentPrior public accounting experience (CPA or CPA‑eligible strongly preferred; Big 4 or regional firm background a plus)Hands‑on experience preparing for, or supporting a financial statement auditProficiency with QuickBooks OnlineStrong working knowledge of GAAP, including revenue recognition (ASC 606) and equity compensation accountingAbility to operate independently and make decisions without a large team around youPreferred Experience in insurance, fintech, or marketplace businesses (comfort with commission accounting and brokerage revenue a strong plus)Familiarity with venture‑backed startup dynamics—equity accounting, preferred stock, convertible instrumentsExperience selecting or onboarding an audit firmPrior experience as a first‑in‑house accounting hireCompensation & Benefits Competitive base salary commensurate with experienceMeaningful equity participation Comprehensive health, dental, and vision benefitsFlexible remote work environmentDirect exposure to executive leadership and meaningful ownership of your function from Day 1What we offer our full‑time employees Competitive salaries + equity in the companyMedical, Dental, and Vision healthcare benefits + FSA and HSA optionsFlexible vacation policy to recharge and live lifePaid membership to One Medical for employees, spouses / domestic partners, and dependentsCompany-sponsored 401K plan (Roth & Traditional)Paid parental leave, generous family forming benefits and up to $5,000 of reimbursements through CarrotUp to $1,000 in home office reimbursements to build a productive space to work remotelyAn opportunity to work on solutions that are redefining the future of commercial insuranceA culture driven by a focus on impact, a shared growth mindset, empowered individuals, and integrity#J-18808-Ljbffr