Controller, Finance & Banking, CFO

Counterpart is an insurtech platform reimagining management and professional liability for the modern workplace. We believe that when businesses lead with clarity and confidence, they become more resilient, more innovative, and better prepared for what's ahead. That's why we built the first Agentic Insurance™ system — where advanced AI and deep insurance expertise come together to proactively assess, mitigate, and manage risk.

Backed by A rated carriers and trusted by brokers nationwide, our platform helps small businesses grow with confidence. Join us in shaping a smarter future, helping businesses Do More With Less Risk®.

Counterpart is entering a new chapter of growth with strong backing from world‑class investors, a growing network of distribution partners, and a passionate team of industry veterans and innovators. As Controller, you will serve as the operational backbone of our finance function, ensuring accurate, timely, and compliant financial reporting while building scalable accounting processes that support our transition to a risk‑bearing insurance entity.

You will oversee all accounting operations, regulatory compliance, and financial controls, working closely with our functional leads to establish the financial infrastructure necessary for sustainable growth. This role is critical as we scale our operations, implement new financial systems, and navigate the complex regulatory requirements of the insurance industry.

• Own the monthly, quarterly, and annual close processes and consolidation including eliminations, ensuring accurate and timely GAAP‑compliant financial statements.
• Manage all aspects of general ledger accounting, including journal entries, account reconciliations, and variance analysis.
• Oversee accounts payable, accounts receivable, and cash management processes with particular focus on insurance‑specific transactions.
• Prepare and review financial statements, management reports, and board packages in partnership with the functional leads.
• Lead annual audit processes with external auditors and manage relationships with accounting firms and tax advisors.
• Document and implement best practices to improve accuracy, compliance and timeliness.

• Navigate complex insurance accounting standards including SAP (Statutory Accounting Principles) and GAAP reporting requirements.
• Manage regulatory filings, including quarterly and annual statements for insurance entities and state insurance departments.
• Oversee bordereaux reporting, claims reconciliation, and carrier settlement processes across all reinsurance relationships.
• Ensure compliance with insurance regulations across multiple jurisdictions and maintain documentation for regulatory examinations.
• Implement controls and processes for premium recognition, loss reserves, and unearned premium calculations.

• Design and maintain internal controls, policies, and procedures that scale with business growth and regulatory requirements.
• Collaborate with engineering and operations teams to integrate billing, underwriting, and claims systems with accounting workflows.
• Establish automated reconciliation processes for high‑volume transactions and complex insurance cash flows.
• Build reporting infrastructure that provides real‑time visibility into financial performance and operational metrics.
• Lead the optimization of our ERP system to support insurance operations and growth.

• Build and manage a high‑performing accounting team, including vendors, contractors, and offshore resources.
• Partner with cross‑functional teams including underwriting, claims, operations, and data analytics to ensure seamless financial operations and streamline workflows.
• Manage special projects and drive process improvement initiatives to enhance efficiency.
• Establish training programs and documentation to maintain institutional knowledge and operational excellence.

• 7+ years of progressive accounting experience, with at least 3 years in a Controller or senior accounting role.
• CPA certification with strong technical accounting knowledge in…