• Lead long-range planning, translating our strategic roadmap into a multi-year financial model that supports disciplined growth. • Partner with the CFO on capital structure strategy, resource allocation, and potential financing or M&A transactions. • Shape the financial narrative for Board meetings and executive decision-making. • Oversee Accounting to ensure audit readiness, compliance, and strong internal controls. • Strengthen financial reporting accuracy, transparency, and governance across the organization. • Optimize and evolve Finance / Accounting systems (ERP, planning, billing) to ensure data integrity and scalability. • Lead FP&A analysis on SaaS metrics, including CAC, LTV, NRR, gross margins, Rule of 40, etc. • Partner cross-functionally to improve operational efficiency, GTM performance, and forecast accuracy. • Ensure functional metrics are clearly connected to company-wide financial outcomes.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Financial Reporting Accountant, you’ll help drive our accounting close and reporting cycle, ensuring timely and accurate filings with state insurance departments and the NAIC. You’ll prepare, review, and maintain statutory financial data and statements in alignment with NAIC Statutory Accounting Principles (SAP). This role is a great fit if you bring strong accounting fundamentals, enjoy complex problem‑solving, and are eager to deepen your expertise in statutory reporting. - Participate in the statutory accounting close cycle, preparing journal entries, general ledger reconciliations, and supporting workpapers. - Prepare and review quarterly and annual statutory financial statements and schedules in accordance with NAIC SAP. - Assist with regulatory filings to state insurance departments and the NAIC, including supplemental schedules, state‑specific requirements, and electronic submissions. - Research and resolve discrepancies, analyze trends, review account movements, and explain key drivers impacting surplus and financial results. - Support continuous improvement by identifying enhancements and completing projects with the project lead. - Prepare auditor schedules, deliver high‑quality work with thoughtful review responses, and resolve issues with minimal guidance. Qualifications - High School Diploma is required, plus a Bachelor’s degree in related field. - 3–5 years of experience in accounting or financial reporting, with insurance or financial services industry experience strongly preferred. - Possess experience with NAIC statutory reporting and a solid understanding of statutory accounting principles (SAP). - Communicate clearly and effectively, staying open, curious, and eager to learn. - Thrive in a people‑focused environment, building strong relationships and contributing to a collaborative, team‑first culture. - Demonstrate proactive follow‑through, strong attention to detail, and a drive to excel in everything you take on. - Bring an eye for process improvements, identifying opportunities to enhance accuracy, efficiency, and workflow. Benefits - Flexible full-time or hybrid telecommuting arrangements. - Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%. - Paid time away including vacation and sick time, flex days and ten paid holidays. - Give back to your community and double your impact through our company matching. Compensation Salary Range: $66,100 - $110,100 plus eligibility for the company annual bonus program. Work Authorization Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

Position Summary AIO Logic is a growth-stage SaaS fintech company seeking a hands-on Director of Finance & Accounting to build and scale the finance function during a critical expansion phase. We are specifically looking for someone who has operated in a company with fewer than 100 employees and has helped scale financial systems, processes, and controls through rapid growth. Reporting directly to the CEO, this role requires full ownership. The Director will personally lead month-end close, revenue recognition, and rolling cash flow forecasting while designing the structure needed to support future scale. This is not a strategic-only oversight role — it is a builder role in a fast-moving, founder-led environment. The ideal candidate is comfortable balancing detailed execution with strategic judgment, introducing discipline without creating unnecessary bureaucracy. Key Responsibilities Accounting, Controls & Financial Operations Own and oversee the general ledger and full month-end and year-end close processes, ensuring accuracy, timeliness, and compliance. Establish and maintain accounting policies, procedures, and internal controls appropriate for a scaling fintech organization. Ensure compliance with GAAP and all relevant regulatory, contractual, and audit requirements. Qualifications Bachelor’s degree in accounting, Finance, or a related field. 8–12+ years of progressive experience in finance and accounting, including leadership responsibility. Deep knowledge of GAAP, financial reporting, and internal controls. Hands-on experience owning full-cycle accounting in a small or mid-sized organization. Strong experience with budgeting, forecasting, and financial analysis. Advanced Excel and financial modeling skills. Ability to operate independently in a growth-stage environment. Preferred CPA or equivalent professional certification. Experience in fintech, SaaS, financial services, or technology-enabled services. Prior experience in a startup or high-growth environment. Familiarity with revenue recognition (ASC 606) and complex contract structures. Experience supporting audits, investors, board reporting, and fundraising processes. Technical Skills End-to-end financial operations and accounting ownership ERP and accounting systems implementation and optimization (e.g., NetSuite, QuickBooks, or similar) Financial modeling, forecasting, and budgeting Advanced Excel (pivot tables, lookups, complex formulas); BI tools a plus Revenue recognition and contract accounting Payroll, expense management, and payment platform administration Cash management, treasury operations, and banking integrations Audit leadership, internal controls, and compliance documentation Exposure to SOC 1 / SOC 2 environments and regulated financial operations preferred Core Competencies Financial & Accounting Expertise Strategic Financial Leadership Ownership & Accountability Analytical & Business Judgment Operational Discipline & Scalability Cross-Functional Partnership Integrity & Executive Presence Executive & Board Communication – Ability to clearly present financial results, insights, and recommendations to the CEO and Board of Directors What We’re Looking For A finance leader who thrives in growth-stage environments Comfortable balancing hands-on execution with director-level strategy Able to build structure and credibility without slowing the business A trusted thought partner to the CEO with sound judgment and high integrity Equal Employment Opportunity & Compliance AIO Logic, Inc. is an equal opportunity employer. We are committed to building an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by applicable federal, state, or local law. AIO Logic provides reasonable accommodations to qualified individuals with disabilities and to individuals with sincerely held religious beliefs, in accordance with applicable law. This position is open to candidates authorized to work in the United States. AIO Logic does not currently offer visa sponsorship.

As a Private Wealth Client Service Associate , you will play a key role as a trusted partner to both clients and Wealth Managers on a prestigious Boston-based team. This position offers a unique opportunity to contribute to a high-performing wealth management practice while building meaningful client relationships in a dynamic, client-focused environment. In this role, you will provide essential day-to-day support that enhances the effectiveness of Wealth Managers, leveraging your strong administrative and operational skills to help drive business growth and deliver an exceptional client experience. You will serve as a primary point of contact for client inquiries, process transactions with accuracy and efficiency, support client onboarding, and maintain meticulous records—all while upholding the highest standards of confidentiality and professionalism. Success in this role requires a commitment to service excellence, attention to detail, and the ability to build and maintain strong, trusted client relationships. Your passion and contributions will be integral to the seamless operation of the practice and the long-term success of both clients and the advisory team. Primary Responsibilities Include: Proactively address and resolve client inquiries in a timely and professional manner, escalating issues to the wealth manager as necessary. Develop and nurture positive relationships with high-net-worth clients, wealth managers, and wealth management team members. Oversee the execution of daily transactions. Assist with client onboarding processes, including but not limited to the establishment of new accounts. Uphold compliance standards by obtaining and maintaining the requisite account documentation. Monitor pending transactions to ensure their prompt and complete resolution. Qualifications, Education, Certifications, and/or Other Professional Credentials About Us Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Equal Employment and Opportunity Employer Job Applicant Data Privacy Policy Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.