Senior Bookkeeper (BBS669)

The posting

We are looking for a Senior Bookkeeper to take full ownership of the accounting function at a Dallas-based commercial insurance brokerage serving a diverse portfolio of clients. You will oversee day-to-day accounting operations, ensure the accuracy and integrity of financial records, and support business decision-making across a team of 20 to 25 professionals.

This is a hands-on role. You need to be comfortable owning accounts payable, accounts receivable, payroll, general ledger, reconciliations, and financial reporting while also bringing the flexibility to support operational and administrative needs as the business evolves. If you have strong accounting fundamentals, insurance or financial services experience, and the ability to work independently without constant direction, this role is a strong fit.

Why You'll Want to Join

• You will be paid in USD (bi-monthly: every 15th and 30th)
• Paid Time Off in accordance with company policy
• Observance of Holidays per company guidelines
• 100% remote setup so you can work wherever you're most productive
• This role requires availability during US Central Time business hours
• Own the entire accounting function of a growing commercial insurance brokerage with direct access to leadership
• Stable, long-term role with real ownership and room to build better processes from the ground up

What You'll Work On

Accounting and Financial Operations

• Oversee all accounting operations including accounts payable, accounts receivable, payroll, general ledger, and monthly reconciliations
• Maintain accurate books and ensure the integrity of all financial records in accordance with US GAAP principles
• Prepare timely and accurate financial statements, reports, and analyses for management review
• Manage cash flow, budgeting, and forecasting to support business planning and growth initiatives
• Ensure compliance with regulatory requirements and internal policies
• Identify issues, discrepancies, and inefficiencies in existing accounting workflows and resolve them proactively

Systems and Tools

• Utilize Applied Epic accounting software for all relevant accounting functions
• Maintain clean, organized financial records and documentation across all systems
• Support the transition of appropriate accounting work into a centralized internal function

Operational and Administrative Support

• Provide support for non-accounting tasks as required including administrative duties, project assistance, and operational support
• Respond to ad hoc requests from leadership with professionalism and accuracy
• Collaborate with internal teams and external partners including banking contacts and outside advisors

What You Bring

• Bachelor's degree in Accounting or a related field
• Minimum of 5 years of progressive accounting experience
• Insurance brokerage, commercial insurance, or financial services experience strongly preferred
• Strong knowledge of US GAAP and accounting principles and practices
• Proficiency in Microsoft Office Suite, especially Excel
• Comfortable learning and operating Applied Epic or similar agency management and accounting systems
• Clear written and verbal English communication skills
• Ability to work US Central Time business hours
• High attention to detail, strong follow-through, and the ability to work independently
• Adaptable, proactive, and solutions-oriented with the flexibility to take on varied tasks as business needs evolve
• Upbeat, confident, and engaging in how you communicate and present yourself

Nice to Have

• CPA or equivalent accounting credential
• Applied Epic experience
• Experience with insurance commissions, carrier payables and receivables, agency billing, or trust account reconciliation
• Prior Controller or Accounting Manager title in a small or mid-sized company
• Experience coordinating with outside accounting firms or professional service partners
• Experience working remotely for a US-based company

How to Apply

Please include:

1. Your updated resume
2. A short Loom video (1 to 2 minutes) introducing yourself, describing your accounting background, and walking through how you have owned an accounting function or taken over a fragmented process and improved it

Only candidates who submit a Loom video will be moved to the next step of the hiring process.

If you are a hands-on accounting professional who can bring order to a growing business, build trust with leadership, and own the numbers from start to finish, this role gives you the ownership and the direct impact to do your best work.

Application Process Overview

Our comprehensive selection process ensures we find the right fit for both you and our clients:

1. Initial Application - Submit your application and complete our prequalifying questions
2. Video Introduction - Record an video introduction to showcase your communication skills and work experience
3. Role-Specific Assessment - Complete a homework assignment tailored to the position (if applicable)
4. Recruitment Interview - Initial screening with our talent team
5. Executive Interview - Meet with senior leadership to discuss role alignment
6. Client Interview - Final interview with the client team you'd be supporting
7. Background & Reference Check - Professional reference verification
8. Job Offer - Successful candidates receive a formal offer to join the team

Each stage is designed to evaluate your fit for the role while giving you insights into our company culture and expectations. We'll keep you informed throughout the process and provide feedback at each step.