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Manager, Accounting and Business Operations - Palo Alto, United States - ASSURED
Description
About Us :
Assured is on a mission to modernize insurance. Claims processing (i.e. should we pay this claim?), while often overlooked, is the foundation of the entire industry. It's currently highly manual, involving phone calls, faxes, and gut instinct—costing tens of billions of dollars a year. We can do better.
At Assured, we provide large insurers the software solutions they need to win in a modern, technology-driven world.
From self-service claim filing software, to backend fraud detection, we're the engine that powers claims processing for some of the largest insurers in the world.
The challenges we face are deep and diverse—from creating digital experiences that provide comfort and clarity to claimants at their most stressed and vulnerable, to orchestrating large-scale ML-driven decision making on billions of dollars of claims payments, life at Assured is dynamic, collaborative, and rewarding.
Summary :
We are seeking an experienced and detail-oriented individual to join our team as an Accounting and Operations Manager. This role will be pivotal in overseeing both financial and operational aspects of our organization.
The ideal candidate will possess strong analytical skills, excellent organizational abilities, and a proven track record of success in managing accounting functions while also optimizing operational efficiencies.
Your will support...Accounting Operations
A/P:
Manage A/P including
(for invoices) and Ramp (for credit card)
Collections:
Track outstanding invoices and collaborate with the sales team to handle past due invoices.
Invoicing:
Collaborate with CFO
Payroll:
Collaborate with CFO to ensure payroll is properly set up
Ongoing evaluation of vendors and spend
Monthly Close (in partnership with Kruze, outsourced bookkeepers)
Allocations to Departments:
Update files monthly to allow Kruze to make allocations of all people related expenses (benefits, taxes, 401k etc.) to the appropriate GL accounts
Prepaids:
Track vendors and update prepaid schedule for Kruze to utilize in making entries
Review monthly close including roll forwards to uncover "errors" and work with Kruze to fix them (or fix them directly)
Answer any questions they have
Create a monthly variance report to drive understanding of changes in the business
Collaborate with the CFO on internal and external reporting to support strategic decision making
Business Operations / Compliance
HR Compliance
Manage keeping Employee Handbook updated as Assured expands into new territories and implements new policies
Benefits:
Collaborate with the CFO and CEO on Benefits renewals. Help manage all employee questions on benefits interacting with our broker.
Interface with HR on hiring plans to keep up to date with new hires and employee moves such that we are in compliance with all state regulations
Partner with our vendors to manage foreign registration and annual reports across states
Ensure registration is completed for all payroll tax-related items, follow-up with states, and work with our vendors (including payroll provider) to ensure they have the data needed to do all filings.
Insurance
Work with our vendors to secure workers' compensation insurance
Collaborate with the CFO on corporate insurance
Sales Tax
Work with our vendor to ensure Assured is registered where required by nexus for sales tax and completes filings appropriately
Corporate Tax (State and Federal)
Work with our vendor to ensure they have the data necessary to ensure timely filings of estimated taxes (as required) and annual tax returns.
Partner with the CFO to answer any questions required for annual tax returns, R&D tax credit filings, Section 174 filings, etc.
Manage Assured's vendor list and update contract terms, spend etc.
Proactively work with the CFO and the Department Leaders on vendor contract renewals
You have...
Bachelor's degree in Accounting, Finance, Business Administration, or equivalent work experience
Minimum of 5 years of experience in accounting and operations management.
Proficiency in accounting software (Quickbooks Online), excel, and G-suite
Self Starter, Proactive and Willing to Take On and Solve Problems
Strong analytical skills with strategic thinking abilities.
Excellent communication and interpersonal skills.
Proven leadership abilities with a track record of building high-performing teams.
Detail-oriented and highly organized with the ability to manage multiple priorities.
US GAAP Knowledge
Bonus if you have experience:
Managing a financial statement audit
Creating and maintaining financial statement controls
Drafting notes to the financial statements
Filing for R&D tax credits
Benefits:
Competitive salary and equity packages
Health Care Plan (Platinum Medical, Dental, & Vision)
Life Insurance (No cost to you)
Paid Time Off (Uncapped vacation days & paid holidays)
Family Leave (Maternity, Paternity)
401(k) contribution (Assured contributes 3% of your income even if you don't contribute)
Health and Dependent Care FSAs (Pre-tax flexible spending accounts for out-of-pocket expenses)
Please note that we are committed to equal employment opportunity regardless of race, background, religion, gender identity, national origin, sexual orientation, age, citizenship status, marital status or disability.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
If you have a disability or special need that requires accommodation, please feel free to let us know.#J-18808-Ljbffr
Manager, Accounting and Business Operations professionals in Palo Alto
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Johnny Rabe
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