• Lead all accounting and billing operations • Financial Reporting & Close: Own the entire month-end, quarter-end, and year-end close process to deliver timely, accurate, and GAAP-compliant financial statements (Income Statement, Balance Sheet, Cash Flow) • Internal Controls: Design and implement internal control policies and procedures to safeguard company assets while enabling profitable growth • Cash Flow Management: Monitor and forecast cash balances, optimizing working capital, and managing A/R (Accounts Receivable) and A/P (Accounts Payable) cycles • Evaluate and recommend improvements to accounting systems, billing platforms, and financial close processes to support company growth and audit readiness • Audit Management: Serve as the main point of contact and coordinator for financial audits, ensuring the process is efficient and results in unqualified opinions • Tax Compliance: Oversee all corporate income tax, sales tax and payroll tax filings, coordinating with external tax advisors as necessary • Ensure accurate financial reporting in compliance with GAAP and company policies, including revenue recognition standards (ASC 606) • Liaise with banks, vendors, auditors, and other financial partners as needed • Prepare monthly board reporting packages and support investor relations • Build, lead, and mentor accounting team with a focus on accuracy, accountability, and growth

• Learns to perform duties as an Accountant progressing with a General Ledger Accounting/Budget focus. • Meets on a regular basis with the VP Accounting to discuss progress.

• Overall day-to-day management of financial reporting accuracy and on-time processing of client information • Reviews more complex accounting transactions and processes • Assists with the onboarding process of new clients processed by the accounting team. • Documents client accounting processes in SOPs for client accounting tasks. • Escalates team-related processing issues to the Accounting Manager and helps address issues identified by clients. • Responsible for Quality Assurance for work produced by direct reports. • Assists the Accounting Manager in balancing processing needs and ensures work distribution to meet client deadlines. • Interfaces with the Accounting Manager and communicates client needs to the accounting team. • Consolidates accounting-related questions and inquiries from direct reports and resolves issues before engaging the client. • Supervises supporting staff and provides guidance for timely and accurate completion of duties. • Provides coaching and mentoring to team members to develop accounting management skills in client processing.

Location: Remote (New Jersey) ERGO NEXT’s mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience. Simply put, wherever you find small businesses, you’ll find ERGO NEXT. Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in. We are seeking a highly skilled and motivated Insurance Accounting Manager to join our accounting team. This role will be responsible for the financial accounting of our workers' compensation program, with a primary focus on premium and losses. The ideal candidate will have a strong background in insurance accounting and a keen eye for detail. You will work closely with our finance and claims teams, ensuring the accuracy and integrity of our financial statements. In addition to managing the workers' compensation portfolio, you will have the opportunity to learn and assist with other insurance-related accounting tasks. What You’ll Do: Manage the monthly, quarterly, and annual accounting close processes for workers' compensation premium and losses. Prepare and analyze journal entries, reconciliations, and financial statements related to insurance accounts, including control documentation. Utilize Tableau to create premium and loss bordereaux for reinsurance partners Work collaboratively with the claims and actuarial teams to ensure accurate loss data. Reconcile premium receipts with Stripe/Braintree and loss activity with third-party administrator (Sedgwick). Provide detailed analysis of variances and trends in premium and loss accounts. Assist with budgeting and forecasting for insurance-related expenses. Support internal and external audits by providing documentation and explanations for insurance accounts. Identify opportunities for process improvements and increased efficiency within the insurance accounting function. Willingness to learn and assist with other insurance accounting areas, such as premiums and losses related to property and general liability as needed. What We Need: Bachelor's degree in Accounting, Finance, or a related field. 5+ years of experience in accounting, with at least 2 years in insurance accounting. Strong working knowledge of premium and loss accounting is required. Understanding of workers' compensation accounting is a plus. Proficiency with financial software and advanced Microsoft Excel skills (pivot tables, VLOOKUPs, etc.). Excellent analytical, problem-solving, and communication skills. Ability to work independently and as part of a team in a fast-paced environment. Strong attention to detail and high level of accuracy. CPA designation is a plus. Note on Fraudulent Recruiting We have become aware that there may be fraudulent recruiting attempts being made by people posing as representatives of Next Insurance. These scams may involve fake job postings, unsolicited emails, or messages claiming to be from our recruiters or hiring managers. Please note, we do not ask for sensitive information via chat, text, or social media, and any email communications will come from the domain @nextinsurance.com. Additionally, Next Insurance will never ask for payment, fees, or purchases to be made by a job applicant. All applicants are encouraged to apply directly to our open jobs via the careers page on our website. Interviews are generally conducted via Zoom video conference unless the candidate requests other accommodations. If you believe that you have been the target of an interview/offer scam by someone posing as a representative of ERGO NEXT Insurance, please do not provide any personal or financial information. You can find additional information about this type of scam and report any fraudulent employment offers via the Federal Trade Commission's website (https://consumer.ftc.gov/articles/job-scams), or you can contact your local law enforcement agency. The range displayed on this job posting reflects the minimum and maximum target for new hire base salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including, without limitation, job-related skills, experience, and relevant education or training. ERGO NEXT employees are also potentially eligible for our annual performance-based incentive program, in addition to our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more. US annual base salary range for this full-time position: $106,000 — $143,000 USD Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.