Controller

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Who we are at Embroker

Embroker is the digital insurance company committed to transforming business insurance. With a radically simple approach, Embroker is replacing the 1970’s technology of the insurance industry, with a first-ever end-to-end digital insurance platform that provides better coverage and reduced cost; all in minutes, not hours. Founded in 2015 and headquartered in San Francisco, Embroker has raised over $150M of funding from leading fintech investors.


Radically Simple > Needlessly Complex.


The value of this position (overview, description, motivation for creation- high level)

The Embroker Finance team is looking for a collaborative and detail-oriented Controller who thrives in a fast-paced and high-growth environment. The Controller will have the opportunity to set the vision for and build the financial infrastructure (systems, processes, procedures, team) from past experience including critical decisions on general ledger and financial systems. They will be a thought partner with a CFO who brings deep insurance industry, startup and InsurTech experience. They will also work to build the Finance and Accounting team to support the company’s growth.


What you will own in this role (accountability factors, collaboration/ownership breakdown, day to day tasks, high level projects)

  • Lead financial systems roadmap, including systems implementations, integrations and assessment of GL and ERP solutions
  • Manage accounting department, building a close calendar and lead audit / tax prep work
  • Produce monthly and quarterly financial statements and balance sheet reconciliations
  • Manage AP and AR including premium financing, premium payments, and taxes
  • Oversee premium reconciliations & payments
  • Manage company expenses and expense management infrastructure
  • Calculate & distribute quarterly commission payments to employees and partners
  • File & pay state taxes and fees in accordance with local state laws and regulations


What experience we think is the right fit (skills, former jobs, past projects, specific knowledge to this position)

  • BS in Accounting or Finance and CPA/CMA designation
  • 10-15 years experience
  • Insurance brokerage, MGA or carrier experience strongly preferred
  • Experience working at high-growth startup preferred but not required
  • Experience leading financial system implementations or conversions preferred
  • Experience working in public accounting supporting financial services clients
  • Previous experience with Salesforce, Accounting Seed, NetSuite, or Sage Intacct software preferred
  • Highly organized and able to prioritize multiple tasks
  • Comfortable in a quick and dynamic environment

Our Pack at Embroker lives our values

  • Pack First
    We succeed and fail as one team. We always optimize for what is best for our entire organization. We communicate honestly and openly, treat each other with mutual respect, and assume positive intent in interactions. 
  • Create Magic
    We deliver delightful experiences at every customer touchpoint and dedicate ourselves to make each one exceptional. We build transformational world-class products by applying our full creativity to find solutions to even the hardest problems. 
  • Be All-In
    We make focused commitments. We are accountable to ourselves and each other to deliver on time. We 
  • move fast and attack challenges with relentless positivity. We build things that make us proud.


We believe that systemic structures and practices disproportionately disadvantage the most marginalized people in society — including people of color, people from working-class backgrounds, women, and LGBTQ people. We believe that these communities must be represented and included in the work we do, to make our Pack stronger, more creative, and improve the way we do business. We strongly encourage applications from people with these identities or who are members of other marginalized communities.

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Candidate Location Eligibility:
Albuquerque, NM
Ann Arbor, MI
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
Boston, MA
Buffalo, NY
Charleston, SC
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Colorado, CO
Columbus, OH
Dallas-Fort Worth, TX
Dayton, OH
Des Moines, IA
Detroit, MI
Fayetteville-Springdale-Rogers, AR
Greensboro, NC
Hampton Roads, VA
Hartford, CT
Houston, TX
Huntsville, AL
Indianapolis, IN
Jacksonville, FL
Kansas City, MO
Las Vegas, NV
Lexington, KY
Lincoln, NE
Little Rock, AR
Los Angeles, CA
Louisville, KY
Madison, WI
Memphis, TN
Miami, FL
Milwaukee, WI
Minneapolis–Saint Paul, MN
Nashville, TN
New Orleans, LA
New York City, NY
Ogden, UT
Oklahoma City, OK
Omaha, NE
Orlando, FL
Other US Location
Palm Bay-Melbourne-Titusville
Pensacola, FL
Peoria, IL
Philadelphia, PA
Phoenix – Mesa – Scottsdale, AZ
Pittsburgh, PA
Portland, ME
Portland, OR
Providence, RI
Provo, UT
Raleigh-Durham, NC
Reno, NV
Richmond, VA
Rochester, NY
Sacramento, CA
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
San Luis Obispo, CA
Santa Cruz, CA
Seattle, WA
Spokane, WA
St. Louis, MO
Tallahassee, FL
Tampa Bay, FL
Tucson, AZ
Tulsa, OK
Washington DC
Wichita, KS
Wilmington, NC

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • GolangLanguages
    • PythonLanguages
    • RLanguages
    • SqlLanguages
    • CSS Languages
    • HTMLLanguages
    • ReactLibraries
    • ReduxLibraries
    • JupyterFrameworks
    • KubernetesFrameworks
    • Node.jsFrameworks
    • SnowflakeDatabases
    • AWS (Amazon Web Services)Services
    • GitHubServices
    • GitLabServices
    • Google CloudServices
    • Google AnalyticsAnalytics
    • LookerAnalytics
    • CanvaDesign
    • FigmaDesign
    • ConfluenceManagement
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • Monday.comManagement
    • WordpressCMS
    • DocuSignCRM
    • HubSpotCRM
    • SalesforceCRM
    • PardotEmail
    • MailreachEmail
    • ApolloLead Gen
    • SlackCollaboration
    • ZoomCollaboration
    • Monday.comProject Management

An Insider's view of Embroker

How does your team reward individual success?

Pack First: We succeed and fail as one team. We optimize for what is best for our entire organization. We always assume positive intent.
Create Magic: We strive to amaze and delight at every touchpoint. We make our work fun through teamwork, play, and positive energy.
Be All In: We are 100% committed. We move fast and are proud of what we build.

Yuyi Kitano Lum

Marketing Operations Specialist

What does your typical day look like?

I work with everybody because everybody works with email. So I’m working with Sales, the Customer Success team, the Sales Development Reps and the DemandGen team, which research the leads that we reach out to. My job touches everybody so I have all these different chains of communication going on every single day.

David Li

Marketing Operations Manager

What makes someone successful on your team?

My team is really good at coming up with solutions for problems. I am really proud of us for that. I know that’s very broad, but whenever a problem comes our way, I feel we’re well equipped to problem solve on the fly. We are here to take these inefficient processes, chop them down, and make it a lot easier and more pleasant to work.

David Li

Marketing Operations Manager

What is your vision for the company?

VISION:
Embroker is the radically simple destination for industry tailored commercial insurance

Ben

CEO

How does your team reward individual success?

Via Bonusly we award for our 3 Pack Values
PACK FIRST
CREATE MAGIC
BE ALL IN

Deanna

General Counsel; VP of Compliance

What are Embroker Perks + Benefits

Embroker Benefits Overview

Our Pack is enrolled in Medical, Dental, and Vision benefits on the first of the month after your date of hire. Embroker’s Flexible Time Off policy allows employees to take paid time off as needed for personal, religious, and cultural reasons. Paid sick days are covered under this policy. We offer 12 weeks of Paid Parental leave following the birth, adoption, or placement of a child. We also have a 401(k) Retirement Benefit for our US Employees.

Culture
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Quarterly engagement surveys
Hybrid work model
In-person revenue kickoff
Employee awards
Flexible work schedule
Remote work program
Diversity
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Hiring practices that promote diversity
Interview training, sourcing commitments, data analysis of hiring practices.
Diversity recruitment program
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
Mental health benefits
Wellness days
Financial & Retirement
401(K)
401(K) matching
Company equity
Employee stock purchase plan
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Childcare benefits
You can contribute $5,000 FSA to cover dependant care.
Generous parental leave
All Pack members are eligible for Paid Parental Leave, for up to twelve (12) weeks, in a twelve-month period following the birth of a child, adoption of a child, or new placement of a foster child.
Family medical leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid holidays
Paid sick days
Flexible time off
Bereavement leave benefits
Company-wide vacation
Office Perks
Commuter benefits
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Fitness stipend
Home-office stipend for remote employees
Meditation space
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications
Virtual coaching services

Additional Perks + Benefits

We truly value thier well-being and support them in every way we can.
1. Rightway
2. One Medical
3. EAP
4. Bonusly
5. WFH Allowance

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