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Accounting Associate (Finance)

| Greater NYC Area

Want to help people get the financial protection they need — and feel confident in their choices? Policygenius is a NYC-based tech startup that makes it easy to compare and buy insurance online. Since 2014, we’ve raised over $52 million of venture capital, established ourselves as a pioneer in Fintech and helped more than 4.5 million people get vital coverage for their families.

We're rapidly growing and looking for people with grit, great attitudes and creative problem-solving skills to join our powerhouse team. Come see why we were voted one of INC's best workplaces of 2018!

About the role...

Do you like being on your toes in a flourishing environment? Do you get energy from T accounts and debits/credits? Do you enjoy influencing people and making an impact on company strategy? We’re looking for a confident, attentive, and enthusiastic individual to join the Policygenius Finance team!

The Finance team is at the heart of everything Policygenius does. We ensure that financial performance is forecasted and tracked and that each department has the financial data it needs to meet goals. Reporting into the Director of Finance, you will have a unique opportunity to play an integral role in developing Pg’s financial strategy and building processes from the ground up!

You will...

  • Maintain real-time reporting to company stakeholders, both internal and external
  • Collaborate with the accounting manager to build out and account for revenue transactions
  • Track financial goals and report out on trends in revenue
  • Help complete our full monthly and annual close; including balancing our accounts and preparing reports for the finance and executive teams
  • Reconcile all customer payments to ensure complete and accurate reporting
  • Identify process-related issues and problem-solve to build new procedures
  • Assist with T&E management

You have...

  • 1+ years of successful accounting or tax experience (experience at an insurance agency/brokerage a plus)
  • A Bachelor’s degree and CPA preferred
  • A passion for numbers & precision; you understand the importance of company financials and do not compromise on accuracy
  • An energetic, go-getter mentality and a “no job too big or small” attitude
  • Incredible attention to detail and a knack for teamwork
  • Experience identifying problems and making timely, effective, principles-based improvements
  • Excitement to join a tech startup and a passion for Policygenius’ mission and product
  • Knowledge of Microsoft Excel, Google Docs., and QuickBooks or a similar system

You'll get…

  • Company-paid health, dental, vision, life & disability insurance
  • 401(k) plan, FSA & commuter benefits
  • Training, mentorship and coaching from leadership
  • Flexible PTO
  • The opportunity to grow alongside a company shaking up a big, old-fashioned industry
  • Dog companionship
  • Some fun surprises when you join… (Shhh… It’s a secret!)
Read Full Job Description

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • jQueryLibraries
    • ReactLibraries
    • ReduxLibraries
    • Twitter BootstrapLibraries
    • ExpressFrameworks
    • Node.jsFrameworks
    • Ruby on RailsFrameworks
    • PostgreSQLDatabases
    • BigQueryDatabases
    • Google AnalyticsAnalytics
    • OptimizelyAnalytics
    • SketchDesign
    • UXPinDesign
    • TableauDesign
    • MouseflowDesign
    • Respondent.ioDesign
    • Usertesting.comDesign
    • ZeplinDesign
    • PrincipleDesign
    • ConfluenceManagement
    • JIRAManagement
    • TrelloManagement
    • ClubhouseManagement
    • IterableEmail
    • LitmusEmail

Location

In the heart of the Flatiron district! Conveniently located near several NYC subway stops, the NJ Path train, and a short walk to Penn Station.

An Insider's view of Policygenius

What’s the vibe like in the office?

Think: startup meets productive adult office. The fridge is stocked with La Croix and there's usually a dog or two running around, but there's no ping pong. Everyone works hard and takes the job seriously. Strict "no chuckleheads allowed" policy. People are cool and from a really wide range of backgrounds.

Adam

Senior Product Manager

What kinds of technical challenges do you and your team face?

All of the normal challenges of building a modern (fairly cutting edge actually, if I do say so myself), scalable tech stack, just with the added twist of integrating with a bunch of fairly archaic APIs. The insurance industry historically isn't exactly a bastion of modern technology, but we're doing our darnedest to change that.

Trevor

Senior Software Engineer

What makes someone successful on your team?

Teamwork and problem-solving go a long way on my team and at Policygenius overall. I would say that individual ideas are not only supported but more importantly, encouraged. I'm consistently challenged, but always learning; our environment promotes both individual and professional growth. I'm looking forward to moving to the next level!

Masuda

Customer Success Associate

What is your vision for the company?

Our vision for Policygenius is to be the go-to consumer platform for insurance and financial protection. What Expedia did for travel, we're doing for financial protection. We're already the top platform for under-50 consumers for life insurance and disability insurance, and we're excited to expand that to new categories in 2019!

Jen

CEO

What's something quirky about your company?

So many team members have really interesting stories about their time before Pg. We’ve got trivia champions, ex-magicians, chicken bag experts, and even someone who used to be Madonna’s assistant. It’s all story-telling gold.

Justin

Chief Design Officer

What are Policygenius Perks + Benefits

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
Child Care & Parental Leave Benefits
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Pet Friendly
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
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