About QuoteWell
Headquartered in Austin, TX, QuoteWell is a wholesale insurance brokerage powered by purpose-built, AI technology. We bring the fast-paced, forward-thinking culture of a tech company and pair it with the long-term stability the insurance industry provides. We’re growing with intention, building a team of experienced professionals who are ready to own their function and help drive our next chapter of growth.
The Opportunity
We're bringing our accounting function fully in-house. You'll inherit a clean set of books from our fractional accountant and take complete ownership from day one. You’ll be the operational backbone of our finance department—keeping the engine running while building the foundation for our first formal audit.
You’ll work closely with a fractional CFO and FP&A analyst, which gives you experienced partners on the strategic and planning side while you lead. What we need from you is someone with the technical credibility to navigate an audit and the builder mindset to truly own the accounting infrastructure.
What You'll Own
Day-to-Day Accounting Operations
• Own the month-end and quarter-end close process end-to-end
• Manage accounts payable, accounts receivable, and general ledger reconciliations
• Maintain accurate books across our entities in QuickBooks
• Process payroll in coordination with HR and ensure accurate benefit and equity accounting
• Manage banking relationships, wire approvals, and cash flow visibility
Reporting & Controls
• Produce monthly financial statements and supporting management reports
• Build and maintain an internal control environment appropriate for a growth-stage company
• Prepare board-ready financial packages in coordination with leadership
• Ensure compliance with revenue recognition standards relevant to our revenue streams
• Monitor and report on venture debt covenants
Audit Preparation & Leadership
• Serve as the primary internal point of contact for our first financial audit (targeted Q4 of this year)
• Select and manage the external audit firm relationship
• Prepare audit-ready workpapers, schedules, and supporting documentation
• Identify and remediate any gaps in documentation, controls, or accounting treatment ahead of fieldwork
• Coordinate with legal and the fractional CFO on any technical accounting questions
Team & Cross-Functional Partnership
• Serve as the financial operations partner to department heads on budget-to-actual questions
• Coordinate with the fractional FP&A analyst on forecast inputs and actuals variance analysis
• Support the fractional CFO on financing events, board materials, and strategic planning
What We're Looking For
Required
• 5–8 years of accounting experience, with at least 2–3 years in a high-growth startup or technology company environment
• Prior public accounting experience (CPA or CPA-eligible strongly preferred; Big 4 or regional firm background a plus)
• Hands-on experience preparing for, or supporting a financial statement audit
• Proficiency with QuickBooks Online
• Strong working knowledge of GAAP, including revenue recognition (ASC 606) and equity compensation accounting
• Ability to operate independently and make decisions without a large team around you
Preferred
• Experience in insurance, fintech, or marketplace businesses (comfort with commission accounting and brokerage revenue a strong plus)
• Familiarity with venture-backed startup dynamics—equity accounting, preferred stock, convertible instruments
• Experience selecting or onboarding an audit firm
• Prior experience as a first-in-house accounting hire
Compensation & Benefits
• Competitive base salary commensurate with experience
• Meaningful equity participation Comprehensive health, dental, and vision benefits
• Flexible remote work environment
• Direct exposure to executive leadership and meaningful ownership of your function from Day 1
What we offer our full-time employees
Competitive salaries + equity in the company
Medical, Dental, and Vision healthcare benefits + FSA and HSA options
Flexible vacation policy to recharge and live life
Paid membership to One Medical for employees, spouses / domestic partners, and dependents
Company-sponsored 401K plan (Roth & Traditional)
Paid parental leave, generous family forming benefits and up to $5,000 of reimbursements through Carrot
Up to $1,000 in home office reimbursements to build a productive space to work remotely
An opportunity to work on solutions that are redefining the future of commercial insurance
A culture driven by a focus on impact, a shared growth mindset, empowered individuals, and integrity
Top Skills
What We Do
QuoteWell is a tech-driven wholesale broker delivering a responsive and transparent experience. We are utilizing technology in our submission and marketing processes, which empowers best-in-class in-house brokers to efficiently find and place the risk while allowing retail agents to reduce repetition and not waste time or effort. An example of such technology is our appetite-driven triage backed by artificial intelligence. This intelligent appetite enables QuoteWell's in-house brokers and retail agents to scan carrier appetite data to determine the best market to place the underlying risk. QuoteWell's collaborative tooling reduces the friction typically associated with wholesale brokers, providing retail agents unparalleled responsiveness and transparency. With this data and tooling, QuoteWell can service the best "submit:bind" ratios across the industry and be a differentiated technology and distribution partner to retail agents and carriers alike. QuoteWell is headquartered in Austin, Texas, and has raised over $20M from VCs, including NEA, Goldcrest, and Floating Point. All insurance products are offered by QuoteWell Insurance Services, LLC, NPN #20585132.
