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Boston, Massachusetts, United States
Hybrid
Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We’re doing this by simplifying the insurance-buying process for all small businesses, blending together a combination of technology, data, and insurance knowledge. Our proprietary technology platform allows small business owners to easily search and compare quotes from over 20 top-rated insurance providers, customize their coverage, and purchase and access their policies – all online.
Founded in the UK in 2005, Simply Business is an insurtech pioneer with nearly 20 years of experience supporting small businesses. Simply Business is passionate about building an outstanding product for our customers – one that empowers their entrepreneurial spirits.
More importantly, we’re doing it all while taking care of our people. We’ve consistently been named a best place to work, including most recently ranking in Built In’s 2025 Best Companies to Work for in the US (Top 100), and Best Places to Work in Boston.
We want team members who have the drive to challenge boundaries. If you’re smart and passionate about delivering brilliant customer experiences, we’d love to hear from you.
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Lead the Month-End Process: Oversee the timely and accurate production of monthly financial reporting, ensuring all P&L, Balance Sheet, and Cash Flow statements are reconciled and reviewed.
Operational Oversight: Partner closely with the transactional finance team (including Accounts Payable and Accountant) to coordinate workflow, review deliverables, and ensure the accurate execution of day-to-day operations.
Financial Oversight: Review and approve complex journals and balance sheet reconciliations, ensuring high standards of accuracy and compliance with accounting standards.
Audit & Compliance: Lead the preparation for year-end audits, acting as the primary liaison for external auditors and ensuring all statutory reporting requirements are met. Opportunity to enhance insurance industry knowledge and collaborate on additional projects such as Managing General Agent enhancements and escheatment process.
Process Improvement: Drive the evolution of our internal control framework, identifying efficiencies in our financial controls and implementing automated solutions where possible. Collaborate across the finance team and wider business to support risk assessments and develop necessary control improvements.
Cash Management: Oversee treasury functions, including short-term cash flow forecasting and the management of payment runs.
Strategic Support: Carry out ad hoc financial modeling and project work as required by the Financial Controller and VP of Finance to support business growth.
Experience & Qualification: 7+ years of relevant finance experience, with a CPA (or equivalent) certification required. Experience guiding workflows or reviewing the work of transactional staff is preferred.
Influencing & Collaboration: Proven ability to guide operational workflows, delegate effectively, collaborate across functions, and keep a team aligned on tight deadlines without direct line-management authority.
Technical Expertise: Strong knowledge of accounting principles and a demonstrated track record of managing complex financial close processes.
Internal Controls: Proven ability to manage, monitor, and continuously optimize internal control processes to mitigate risk and ensure data integrity.
Automation & AI: A forward-thinking approach to finance, with a focus on leveraging AI and automation tools to streamline transactional tasks, eliminate manual reconciliations, and drive departmental efficiencies.
Communication: Excellent interpersonal skills with the confidence to challenge the status quo and influence senior leadership.
Systems Mindset: Experience with SAP or equivalent ERP systems and a drive to explore additional financial tools to further enhance capabilities across the finance team.
Here are some of the great benefits and perks that come from being a Simply Business employee:
Group plan for medical, dental, vision, and prescription drug coverage.
Short term disability, long term disability, and life insurance coverage.
Participation in the Company’s bonus program-Participation in 401(k) plan with a 5% employer match.
Commuter benefits to help cut down on parking and public transit costs.
25 days of vacation time plus 10 sick days and 10 company holidays.
A genuine investment in your learning and development-Regular team outings and volunteer opportunities.
An awesome office space.
A hybrid working model, giving our employees great choice and flexibility to work in a way that’s best for their particular job, their teams, and their lives.
Simply Business is an equal opportunity employer. We’re committed to welcoming and helping employees grow within an inclusive & diverse culture.
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