A newly established, rapidly expanding investment platform built to unite and scale multiple high-performing insurance organizations is seeking a bookkeeper in Jericho, NY. Employees here join an ambitious, collaborative environment where ideas are valued, integrity is essential, and every person plays a key role in building something from the ground up. The Bookkeeper will be responsible for managing the day-to-day accounting functions of the holding company and its subsidiaries. This includes maintaining accurate financial records, managing payables and receivables, reconciling accounts, assisting with month-end closings, and supporting financial reporting for company leadership. The ideal candidate is detail-oriented, self-motivated, and thrives in a start-up environment where structure is still being built. They take initiative, meet deadlines, and enjoy being part of a fast-growing organization poised for long-term success.

Salary Range: $75,000 – $85,000 / Year DOE

Bookkeeper Responsibilities

• Manage daily accounting transactions, including accounts payable, accounts receivable, and bank reconciliations
• Process and record premium payments, commissions, and vendor invoices
• Maintain accurate financial records and documentation to support audits and compliance
• Prepare and assist with month-end close and general ledger reconciliations
• Track and manage credit card and expense reports
• Support the CFO and the leadership team with ad hoc reporting and special projects
• Collaborate with internal departments and company subsidiaries to ensure accurate accounting entries
• Assist with financial integrations as new entities are brought under the holding company

Bookkeeper Requirements:

• 5+ years of bookkeeping experience
• Experience with QuickBooks Online
• Experience with EPIC accounting software preferred
• Strong understanding of accounting principles, journal entries, and reconciliations
• Experience working within a holding company or insurance industry preferred
• High level of professionalism, confidentiality, and accuracy
• Excellent organizational, communication, and time management skills
• High school diploma required
• Bachelor’s degree preferred
• CPA designation is a plus

Benefits:

·      Hybrid work schedule – 3 days onsite, 2 remote after training

• Comprehensive Medical insurance
• 401(k)
• 10 days PTO plus paid holidays
• Year-end discretionary bonus
• Opportunity to grow as the holding company expands with new acquisitions
• Collaborative team culture built on trust, transparency, and growth

If you’re a proactive bookkeeper who loves structure, precision, and being part of a high-growth startup, this role will put you right at the center of the company’s success.

Apply now to join a forward-thinking financial team that’s building the future of insurance operations from the ground up. #LI-IR1