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The Financial Reporting Analyst prepares financial reports, reconciles transactions, monitors bank accounts, and supports internal and external financial reporting.
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.
We are looking for a high caliber Financial Reporting Analyst to join our finance team on a full time basis. Reporting to our Finance Manager, this individual will join our revenue recognition and carrier reporting team, a critical function in providing high quality financial and business support to our internal and external partners. This includes the provision of accurate revenue and payaway reporting on a timely basis, regular collaboration with our sales and service team for issue resolution, and direct support of our insurance partners via monthly and ad hoc reporting. We're looking for someone with a keen eye for detail that shows initiative and is highly organized.
As a Financial Reporting Analyst you will:
- Prepare monthly sales and payment activity reports to support revenue recognition for the month-end close
- Investigate and solution for reconciling differences in collaboration with the sales and service team
- Monitor carrier bank accounts against payment gateway transactions, preparing bank transfers as necessary to ensure accurate settlement of credit card transactions
- Process month end journals and prepare accurate Balance Sheet reconciliations in order to meet monthly deadlines
- Prepare and deliver external reporting files for our insurance carriers and partners, ensuring a high degree of accuracy and supporting issue resolution as necessary
- Support financial testing for onboarding of new carriers and partners
- Assist with the construct and implementation of financial controls to support the growing business
- Carry out ad hoc work as required by the VP of Finance, Controller and/or the Finance Manager
What we are looking for:
- Bachelor’s degree, preferably in Accounting or Finance
- 1-3 years of previous transactional accounting experience in revenue accounting or accounts receivable
- Ability to work in a fast-paced and high volume environment while maintaining attention to detail and accuracy
- Highly numeric/strong analytical and problem-solving skills
- Ability to work well under pressure, working accurately and meeting deadlines
- Professional, committed and organized approach to work with a drive for results
- Proficiency in excel is required
- Experience with Stripe, Looker and SAPbyDesign a plus
- Excellent interpersonal & communication skills
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. And that commitment starts with our interview process.
Once you apply, your info will be reviewed by a team with a mix of levels and experiences. We pride ourselves on fostering a sense of community, which is only made stronger by each individual at SB, so you’ll have the opportunity to meet a variety of people throughout the process. Get excited!
Most of our first round interviews will take place over Zoom. In subsequent interviews, there may be an opportunity/expectation to meet team members in person.
If it looks like you could be a good fit for the role, we’ll ask you to interview on Zoom first regardless – you’ll need WiFi and a laptop, or a 4G-enabled smartphone. If you don’t have access to either of these, or you need support with your application, get in touch with us at [email protected].
Top Skills
Excel
Looker
Sapbydesign
Stripe
Simply Business Boston, Massachusetts, USA Office
We are located in downtown Boston, accessible to every line on the T and surrounded by a lot of history and a lot of great places to grab lunch.
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