Careers

Junior to Mid-Level Accountant - Life Insurance and Annuities

About Dayforward

Dayforward is a digital-first life insurance and annuities company made for modern families. We’ve reinvented financial security from the ground up, offering smarter coverage at a better price with an industry-leading, custom-built technology solution. Our fully integrated system spans product manufacturing, administration, direct-to-consumer, and partnership distribution. We’re a team of technologists, insurance experts, and marketers passionate about transforming an industry and helping consumers. We are looking for new team members who share our passion for innovation and building sustainable business that builds impact.

We’re looking for an ambitious finance professional to help manage the finance function across our insurance and corporate entities. You’ll lead or support day-to-day accounting functions, manage financial reporting, and help to ensure accuracy in our financial records. You’ll work closely with cross-functional teams to support the company’s growth and reporting needs, contributing to building a strong finance foundation at Dayforward.

ROLE

• Support the preparation and maintenance of financial statements, ensuring accuracy and compliance with US GAAP and statutory reporting requirements.
• Assist with the monthly, quarterly, and annual close processes, including preparing journal entries, account reconciliations, and variance analysis.
• Assist with audit engagements and the audit process.
• Help maintain and update accounting records and files per company policies and procedures.
• Monitor and reconcile general ledger accounts to ensure proper financial reporting.
• Collaborate with cross-functional teams to gather data and support business decisions.
• Assist in implementing and improving accounting processes and internal controls to ensure efficiency and compliance.

YOU

• Have 2-5 years of relevant experience in accounting or finance, preferably within the life insurance or financial service industry
• Strong understanding of US GAAP and statutory reporting (life insurance and annuity specific knowledge is a plus)
• Experience with financial statement preparation, account reconciliation, and general ledger management
• Familiarity with insurance industry-specific regulations and reporting requirements (NAIC, etc.) is desirable
• Advanced in Microsoft Excel (vlookup, sumif, index and product formulas) and accounting software (experience with QBO a plus)
• Proficiency in leveraging AI tools and integrating them into accounting processes where applicable to improve efficiency
• Excellent attention to detail and accuracy in financial reporting
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Excellent problem-solving abilities with a proactive mindset, demonstrating creativity and innovation in addressing challenges
• Good communication skills and the ability to collaborate effectively with internal teams and external stakeholders in a remote environment
• A degree in Accounting, Finance, or a related field is required; CPA or progress toward obtaining a CPA is a plus; CPCU designations are a plus.

BENEFITS

• Flexible vacations
• Comprehensive benefits: retirement, medical, and more
• Participation in the company’s employee stock option plan

JOB DETAILS

The role is full-time and remote. The company may require in-office work in New York and/or New Jersey from time to time.

SALARY

$55,000-$140,000 based on experience and qualifications.