Staff Accountant, Revenue Accounting

$58,000 - $80,000 / year

About the role

The insurance industry runs on Vertafore. We equip agencies, MGAs, and carriers with the core digital systems, specialized AI, and data-driven foundation to eliminate distribution drag across the insurance lifecycle, spanning sales, servicing, and back-office operations. Reporting to the Senior Manager of Revenue, the Staff Accountant, Revenue Accounting, will be a key member of the revenue accounting team and will support the accounting close process, revenue-related journal entries, account reconciliations, variance analysis, audit support, and other general accounting activities to support the preparation of GAAP and management financial statements, and interim/annual audits.

This role will assist with revenue accruals, bad debt entries, and related close activities while partnering cross-functionally with FP&A, Billing, Accounts Receivable, and other business teams. We are looking for a strong staff accountant with public accounting or industry experience who is detail-oriented, analytical, collaborative, and able to manage recurring close responsibilities in a deadline-driven environment.

Responsibilities

• Support the monthly revenue close process by preparing schedules, reviewing account activity, investigating variances, and ensuring journal entries are supported, accurate, and completed timely.
• Prepare and post monthly journal entries, including revenue accruals, bad debt expense, allowance for doubtful accounts, expense reclasses, and other assigned close entries.
• Maintain account reconciliations for assigned balance sheet accounts, including accounts receivables (incl. reserves), deferred revenue, and other assigned general ledger accounts.
• Generate and maintain monthly analytic files tracking changes in assigned revenue, expense, and balance sheet accounts.
• Partner with FP&A, Billing, Accounts Receivable, and other internal teams to research activity, resolve variances, and ensure accurate reporting.
• Assist with royalty reporting, including compiling data, preparing support schedules, reviewing amounts for reasonableness, and coordinating with internal stakeholders as needed.
• Work with external auditors to fulfill audit requests by preparing schedules, providing support, and responding to questions related to assigned accounting areas.
• Document and improve recurring close processes, reconciliations, reporting files, and internal procedures.
• Identify opportunities to improve efficiency through automation, standardization, and process improvements while maintaining strong internal controls.
• Work on projects as identified and assigned by management.

Requirements

• Bachelor’s degree in accounting required.
• 2+ years of public accounting experience or 3+ years of corporate accounting / industry accounting experience required.
• Experience preparing journal entries, account reconciliations, accruals, and month-end close support required.
• Familiarity with ASC 606, deferred revenue, or revenue-related close processes.
• Software industry accounting experience preferred.
• NetSuite experience preferred but not required.
• CPA or CPA eligibility preferred but not required.

Skills

• Intermediate to advanced skills with Microsoft Excel, including the ability to work with large data sets, pivot tables, lookups, and formulas.
• Strong understanding of journal entries, account reconciliations, accrual accounting, and month-end close processes.
• Strong analytical skills to identify trends, variances, and problem areas.
• High attention to detail and ability to prepare accurate, well-supported accounting schedules.
• Ability to organize and prioritize workload to meet deadlines.
• Excellent communication skills, including verbal, written, and active listening skills.
• Strong teamwork and collaboration skills, including the ability to partner with cross-functional teams.
• Comfortable with change, process improvement, and incorporation of new or best practices into daily work.

Additional Details

• Hybrid work arrangement.
• Travel is not expected in this role.
• Occasional lifting and/or moving up to 10 pounds.
• Frequent repetitive hand and arm movements required to operate a computer.
• Specific vision abilities required by this job include close vision (working on a computer, etc.).
• Frequent sitting and/or standing.

Benefits

Canada Only

• Medical, vision & dental plans
• Life, AD&D
• Short Term and Long Term Disability
• Pension Plan & Employer Match
• Maternity, Paternity and Parental Leave
• Employee and Family Assistance Program (EFAP)
• Education Assistance
• Additional programs - Employee Referral and Internal Recognition

US Only

• Flexible First work environment (hybrid)
• Medical, vision & dental plans (PPO & high-deductible options)
• Health Savings Account & Flexible Spending Accounts (Health Care FSA, Dental & Vision FSA, Dependent Care FSA, Commuter FSA)
• Life, AD&D (Basic & Supplemental), and Disability
• 401(k) Retirement Savings Plan & Employer Match
• Supplemental Plans - Pet insurance, Hospital Indemnity, and Accident Insurance
• Parental Leave & Adoption Assistance
• Employee Assistance Program (EAP)
• Education & Legal Assistance
• Tuition Reimbursement
• Employee Referral, Internal Recognition, and Wellness programs
• Commuter Benefits (Denver)

Bonus plans:

• The Professional Services (PS) and Customer Success (CX) bonus plans are a quarterly monetary bonus plan based upon individual and practice performance against specific business metrics.
• The Vertafore Incentive Plan (VIP) is an annual monetary bonus for eligible employees based on both individual and company performance.
• Commission plans are tailored to each sales role but common components include quota, MBO's and ABPMs.