• Ensure timely and accurate financial reporting in accordance with U.S. GAAP, including oversight of the monthly and quarterly close and entity consolidations • Leverage resources to ensure completeness and accuracy of insurance financial results and related disclosures • Maintain and strengthen internal control frameworks and accounting policies to support audit readiness and mitigate financial reporting risk • Lead all statutory accounting and reporting, including preparation and review of quarterly and annual statutory financial statements and related regulatory filings • Oversee insurance accounting across premium, loss and LAE reserves, reinsurance, and related balance sheet accounts, ensuring alignment and reconciliation between GAAP and statutory results • Direct accounting and reporting for ceded and assumed reinsurance and fronting arrangements, including premium settlements, ceding commissions, reinsurance recoverables, and collateral balances • Coordinate and review periodic reporting and settlement deliverables to fronting and reinsurance partners (e.g., bordereaux, accounts current, and related treaty reporting) and ensure compliance with contractual reporting requirements • Partner with actuarial, underwriting, and operations teams on reserve roll-forwards, premium recognition, and statutory disclosures and related insurance schedules • Serve as primary accounting liaison for statutory audits and insurance-specific reporting matters • Experience building scalable accounting processes and reporting infrastructure • Drive automation and system enhancements across ERP and insurance accounting workflows (e.g., NetSuite and policy/reinsurance data integrations) • Establish and document accounting policies and procedures across insurance finance activities • Serve as a key partner to insurance operations, underwriting, actuarial, and compliance teams • Support external audits (GAAP and statutory) and regulatory inquiries • Mentor and develop accounting staff as the insurance accounting function grows

• leads efforts in identifying, investigating, and recommending margin improvement opportunities. • overseeing the Decision Support team and the Costing team. • facilitating significant cross-functional collaboration. • aligning financial strategies with operational goals. • reports to the Executive Director - Financial Planning and Capital Management. • partners with community CFOs for leading a team that delivers insights, recommendations, and results that drive margin improvement.

• Perform account reconciliations in accounting software in line with internal policies and procedures • Gather, review, and organize supporting documentation for finance operations • Verify documentation for completeness and compliance with internal requirements before processing • Prepare, update, and maintain recurring financial reports and internal tracking files • Support the preparation of financial documentation and contractual documents as needed • Follow internal finance procedures and contribute to process improvements (standardization, better templates, automation ideas, improved data quality)**

• Own month-end close activities, including journal entries, accruals, reconciliations, and balance sheet integrity in QuickBooks Online (QBO). • Maintain and improve consistent accounting controls and processes; document workflows to support audit readiness. • Ensure financial data integrity by reconciling activity across multiple systems (e.g., HubSpot ↔ Maxio ↔ QBO) and investigating variances. • Operate and improve billing + AR workflows across Maxio (sub-ledger) and QBO, ensuring completeness, accuracy, and clean syncing. • Manage invoicing, collections cadence, and cash application in a check-heavy AR environment (most customers pay by check). • Own Ramp setup and ongoing operations for expense management and AP: receipt/OCR capture, GL mapping rules, approval workflows, vendor management, and payment scheduling. • Build scalable policies and workflows that enforce spend discipline, maintain audit trails, and improve operating efficiency. • Produce reliable monthly reporting packages and support leadership with clean, consistent reporting tied back to the GL. • Help ensure commercial metrics and “business language” reconcile to accounting outputs; reduce manual spreadsheet dependency over time. • Coordinate with external partners (e.g., bookkeeping/tax/audit providers) and maintain the documentation and schedules needed for timely audits and filings.