Finance Manager
Finance Manager
Posted on :
06-04-2025
Employer Active
1 Vacancy
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Job Description
Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. Were doing this by simplifying the insurancebuying process for all small businesses blending together a combination of technology data and insurance knowledge. Our proprietary technology platform allows small business owners to easily search and compare quotes from over 20 toprated insurance providers customize their coverage and purchase and access their policies all online.
Founded in the UK in 2005 Simply Business is an insurtech pioneer with nearly 20 years of experience supporting small businesses. Simply Business is passionate about building an outstanding product for our customers one that empowers their entrepreneurial spirits.
More importantly were doing it all while taking care of our people. Weve consistently been named a best place to work including most recently ranking in Built Ins 2025 Best Companies to Work for in the US (Top 100 and Best Places to Work in Boston.
We want team members who have the drive to challenge boundaries. If youre smart and passionate about delivering brilliant customer experiences wed love to hear from you.
Finance Manager (Finance Manager Revenue and Accounting)
As the Finance Manager you will be responsible for:
Leading the Revenue Accounting Function
Develop and lead revenue recognition function ensuring accurate and timely accounting for all revenue streams
Oversight of customer payment processing and ensuring timely and complete settlement of funds
Guide the revenue and carrier reporting team on sound accounting principles and practices ensuring policies and procedures are well documented and regularly tested
Develop and implement an escheatment process
Leading Carrier and Partnership Reporting:
Lead carrier and partner reporting function ensuring accurate and timely delivery of insurance carrier and distribution partner financial reports
Partner with Commercial and Insurance Product functions to deliver successful onboarding of new carriers taking lead on all revenue accounting and reporting needs
Collaborate with FBP and Partnerships team to deliver successful onboarding of new partnership relationships taking lead on all revenue accounting and reporting needs
Lead for finance on audit engagements with carriers/partners
Manage timely and accurate cash settlement process to support carrier and partnership relationships as well as commission transfers to SB
Support the month end close process including preparing and reviewing relevant journal entries performing balance sheet account reconciliations and performing account analysis to ensure items are accurately recorded in the general ledger.
Assist in providing internal and external audit support.
Ability to identify errors and root causes of errors and develop workable solutions or alternatives to avoid errors going forward.
Assist with accounting process improvement initiatives that are designed to streamline the accounting processes.
Complete adhoc/special projects as required.
What we are looking for:
- Bachelors degree in Accounting or Finance
- 5 years experience in accounting related roles: startup and/or insurance industry experience a plus.
- 1 years experience supervising mentoring and coaching staff preferred.
- Proficiency in excel is required.
- Understanding of generally accepted accounting principles (GAAP).
- Strong analytical and problem solving skills.
- Must be able to perform and prioritize multiple tasks and meet deadlines with the ability to work independently and adapt to change while maintaining high productivity accuracy and quality.
- Excellent interpersonal & communication skills combined with the ability to interact with and build productive working relationships across all organizational levels and departments.
- Selfdriven selfstarter goal oriented individual who thrives working in a fast paced ever changing environment curious and wants to learn.
- Experience with Stripe Looker and SAPbyDesign a plus.
Here are some of the great benefits and perks that come from being a Simply Business employee:
Group plan for medical dental vision and prescription drug coverage
Short term disability long term disability and life insurance coverage
Participation in the Companys bonus programParticipation in 401(k) plan with a 5 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
A genuine investment in your learning and developmentRegular team outings and volunteer opportunities
An awesome office space
A hybrid working model giving our employees great choice and flexibility to work in a way thats best for their particular job their teams and their lives.
Simply Business is an equal opportunity employer. Were committed to welcoming and helping employees grow within an inclusive & diverse culture. And that commitment starts with our interview process.
Once you apply your info will be reviewed by a team with a mix of levels and experiences. We pride ourselves on fostering a sense of community which is only made stronger by each individual at SB so youll have the opportunity to meet a variety of people throughout the process. Get excited!
Most of our first round interviews will take place over Zoom. In subsequent interviews there may be an opportunity/expectation to meet team members in person.
If it looks like you could be a good fit for the role well ask you to interview on Zoom first regardless youll need WiFi and a laptop or a 4Genabled smartphone. If you dont have access to either of these or you need support with your application get in touch with us at
Please email us with any questions or if you want to pause your application for a bit well be happy to keep you updated on future opportunities like the one above. Want more info on working at Simply Business Check out our careers page: simplybusiness/careers/
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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