Staff Accountant, Revenue Accounting

$58,000 - $80,000 / year

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. 

Underpinned by unmatched speed and performance power, we are the trusted backbone that’s taking the insurance industry from friction to flow with Distribution Velocity – speed, performance, and trust - to drive growth at scale. 

With over 95% of the top agencies and insurers and 50% of industry compliance transactions running through Vertafore, we lead at the intersection of innovation and trust, giving insurance professionals the confidence to transform and win in the AI era. 

Our reach is global, with headquarters in Denver, Colorado, and offices across the U.S., Canada, and India.

Reporting to the Senior Manager of Revenue, the Staff Accountant, Revenue Accounting, will be a key member of the revenue accounting team and will support the accounting close process, revenue-related journal entries, account reconciliations, variance analysis, audit support, and other general accounting activities to support the preparation of GAAP and management of financial statements, and interim/annual audits. This role will assist with revenue accruals, bad debt entries, and related close activities while partnering cross-functionally with FP&A, Billing, Accounts Receivable, and other business teams. We are looking for a strong staff accountant with public accounting or industry experience who is detail-oriented, analytical, collaborative, and able to manage recurring close responsibilities in a deadline-driven environment.

Core Requirements and Responsibilities:

Essential job functions included but are not limited to the following:

·       Support the monthly revenue close process by preparing schedules, reviewing account activity, investigating variances, and ensuring journal entries are supported, accurate, and completed timely.

·       Prepare and post monthly journal entries, including revenue accruals, bad debt expense, allowance for doubtful accounts, expense reclasses, and other assigned close entries.

·       Maintain account reconciliations for assigned balance sheet accounts, including accounts receivables (incl. reserves), deferred revenue, and other assigned general ledger accounts.

·       Generate and maintain monthly analytic files tracking changes in assigned revenue, expense, and balance sheet accounts.

·       Partner with FP&A, Billing, Accounts Receivable, and other internal teams to research activity, resolve variances, and ensure accurate reporting.

·       Assist with royalty reporting, including compiling data, preparing support schedules, reviewing amounts for reasonableness, and coordinating with internal stakeholders as needed.

·       Work with external auditors to fulfill audit requests by preparing schedules, providing support, and responding to questions related to assigned accounting areas.

·       Document and improve recurring close processes, reconciliations, reporting files, and internal procedures.

·       Identify opportunities to improve efficiency through automation, standardization, and process improvements while maintaining strong internal controls.

·       Work on projects as identified and assigned by management.

Knowledge, Skills and Abilities:

·       Intermediate to advanced skills with Microsoft Excel, including the ability to work with large data sets, pivot tables, lookups, and formulas. Strong understanding of journal entries, account reconciliations, accrual accounting, and month-end close processes.

·       Strong analytical skills to identify trends, variances and problem areas

·       High attention to detail and ability to prepare accurate, well-supported accounting schedules.

·       Ability to organize and prioritize workload to meet deadlines

·       Excellent communication skills, including verbal, written and active listening skills

·       Strong teamwork and collaboration skills, including the ability to partner with cross-functional teams.

·       Comfortable with change, process improvement, and incorporation of new or best practices into daily work.

Qualifications:

·       Bachelor’s degree in accounting required.

·       2+ years of public accounting experience or 3+ years of corporate accounting / industry accounting experience required.

·       Experience preparing journal entries, account reconciliations, accruals, and month-end close support required.

·       Familiarity with ASC 606, deferred revenue, or revenue-related close processes.

·       Software industry accounting experience preferred.

·       NetSuite experience preferred but not required.

·       CPA or CPA eligibility preferred but not required.

Additional Requirements and Details:

·       Hybrid work arrangement.

·       Travel is not expected in this role.

·       Occasional lifting and/or moving up to 10 pounds.

·       Frequent repetitive hand and arm movements required to operate a computer.

·       Specific vision abilities required by this job include close vision (working on a computer, etc.).

·       Frequent sitting and/or standing.

Is this role not an exact fit for you? Keep an eye on our Careers Page for other positions!

Vertafore is a drug free workplace and conducts preemployment drug and background screenings.

The selected candidate must be legally authorized to work in the United States.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. 

Vertafore strongly supports equal employment opportunity for all applicants regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, sexual orientation, genetic information, or any other characteristic protected by state or federal law.

We do not accept resumes from agencies, headhunters, or other suppliers who have not signed a formal agreement with us.