{"id":3891764,"url":"https://alion.io/job/shepherd-accounting","title":"Accounting","company":{"id":6727,"name":"Shepherd","domain":"shepherdinsurance.com","url":"https://alion.io/company/shepherd","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"B","score":83,"open_postings":24,"ghost_share":0.208,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":132,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":140000,"max":175000,"currency":"USD","period":"year","gross":null,"usd_annual":175000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"AI Agents","optional":false},{"name":"Google Sheets","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-11-06T17:46:39Z","employer_posted_date":"2026-11-06","last_verified_at":"2026-11-09T03:30:14Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":2},"description":"What we do\nBuild the insurance behind the physical world.\nThe world is building data centers, energy projects, hospitals, schools, and critical infrastructure. Every one of those projects needs insurance to move forward. Yet the process of getting that insurance still depends on scattered documents, manual work, and weeks of back-and-forth.\nShepherd is rebuilding commercial insurance with software, data, AI, and deep underwriting expertise. We started in construction and energy, where understanding the specifics of a project matters and better decisions have consequences far beyond a screen.\nWe develop insurance products, decide which risks to insure and how to price them, and partner with established insurers to back the coverage. We own the platform our team uses to turn complex submissions into coverage for the builders and operators shaping the world around us.\nReal problems. Real ownership.\nOur engineers, designers, underwriters, CX, and actuaries build together. The problems span turning messy documents into reliable data, making pricing more precise, and designing AI agents that can take on increasingly complex underwriting work.\nThe ambition is a platform where experts spend more time on judgment and relationships, supported by software that handles the work around them. Join us to build systems whose decisions help real projects get built.\n630+ customers / $500B+ insured project value\nOur investors\nCapital to build. Partners to grow with.\n$67M total funding / $42M Series B in March 2026\nShepherd is backed by Intact Private Capital, Costanoa Ventures, Spark Capital, Susa Ventures, and Y Combinator. In March 2026, we announced a $42M Series B led by Intact Private Capital, bringing our total funding to $67M.\nIntact is also a capacity partner. Alongside its investment, Intact works with Shepherd to bring insurance products to market. That relationship connects our platform and underwriting expertise with the resources of a global insurer.\nA bigger opportunity ahead\nWe are investing in new insurance products, our underwriting team, and the path toward autonomous underwriting. For the people joining Shepherd, that means the chance to shape both the technology and the business it makes possible.\nOur backing brings together investors who build technology companies and partners who understand insurance. We are building a company that earns the confidence of both.\nAccounting\nAbout you\nYou're a hands-on accountant who likes building the process as much as running it. You have closed the books yourself, you know what an auditor will ask for, and you'd rather fix a reconciliation at the source than patch it every month.\nYou’d be a great fit if you have:\n4 to 7 years in accounting, including time in public accounting (audit preferred) and time in industry running a monthly close\n\nInsurance accounting experience at an MGA/MGU, broker, carrier, or insurtech, including commission revenue, premium receivables, carrier payables, and fiduciary or premium trust accounts\n\nExperience moving a close in house from an outsourced firm, or building a close at a company that hadn't had one\n\nSupported a financial statement audit, including preparing schedules and working through the PBC list\n\nStrong knowledge of US GAAP, especially ASC 606\n\nComfort working with large data sets in Excel or Google Sheets, and willingness to learn SQL or work with our data team to pull from our platform\n\nAn active CPA is a plus\n\nAbout the Role\nYou will be Shepherd’s first in-house accountant. Today our books are kept by an outsourced partner, and our carrier remittances and premium balances are tracked in spreadsheets. You’ll own the accounting function and work alongside our external partners. They’ll continue to handle much of the transactional work, and you’ll own the close, the insurance accounting, and the policies and reconciliations that need to hold up to an audit and to diligence.\nYou'll report to our Finance Lead. You'll also partner with underwriting operations, our actuarial team, and engineering, since much of our accounting data starts in our own platform.\nIn this role, you will:\nMonthly close\nOwn the monthly close and manage our outsourced accounting firm through it, cutting the close from 30 days to 15, with periods locked once they’re closed\n\nApply our revenue recognition policies for commission, policy and risk engineering fees, and contingent commission every month\n\nPrepare balance sheet reconciliations, including premium receivable, carrier payable, and fiduciary cash, and tie them to the bordereaux and remittance advice\n\nAccounts receivable / Accounts payable\nReconcile premium remittances received from broker partners and apply each payment to the correct policy and account\n\nMaintain the receivable aging, flag discrepancies and late payments to Customer Experience team, and see them through to resolution\n\nOwn vendor AP and Brex card review, including GL coding rules, so spend is coded correctly before close\n\nTreasury, special projects, and etc.\nReconcile every incoming and outgoing transaction in our operating and fiduciary bank accounts so all payments are cleared and accounted for\n\nSet up the accounting for new products and carrier partners, from GL mapping to remittance workflow\n\nSupport the Finance Lead on board materials, investor diligence, and carrier and reinsurer reporting requests\n\nThis is a position based in our San Francisco office\nHow we work\nShepherd runs on four values. Here's what each one means in this seat.\nThink big, build big. We exist to protect progress and the industries that rely on it. The work here is aimed at a system that runs on its own, and the roadmap gets sequenced backward from that rather than forward from what's easy.\n\nWin together. We rise as one. We support each other, raise the bar, and celebrate collective success. Come set a standard the rest of the team inherits.\n\nCross the aisle. Collaboration wins. We listen deeply, work across boundaries, and prioritize shared success over individual lanes. The best product calls here come from engineers who've sat with underwriters and underwriters who understand where the model breaks, and much of this job is listening closely enough on both sides to make that happen.\n\nGo get it. We act with urgency, move with confidence, take smart risks, and push forward with intention. Nobody hands you the roadmap, the data, or the meeting invite. You pull the failing runs, book the time with the underwriters, and decide what matters.\n\nBenefits\nPremium Healthcare\n100% contribution to health, dental, and vision\nFertility benefits and family building support\nFlexible PTO\nFlexibility to take the time off, recharge, and perform\nDaily lunches, dinners, and snacks\nWe work together, and enjoy meals together too\nSF, NYC, Dallas-Fort Worth, Chicago and LA Offices\nProfessional Development\nAccess to premium coaching, including leadership development\nCompetitive 401(k) Plan\nDog-friendly office\nPlenty of dogs to play with and make friends with in the SF office","description_format":"text","description_chars":7026,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Property & Casualty Insurance","InsurTech"],"lifecycle":[{"event":"open","at":"2026-11-06T21:41:47Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 6","filings_12m":6,"filings_prev_12m":0,"green_card_filings_12m":0,"median_offered_wage_usd":172500,"route":null,"cap_exempt":false,"checked_at":"2026-11-08T10:45:15+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":2,"expected_fill_days":132,"reasons":["conf:2","win:early"],"computed_at":"2026-11-09T06:03:00Z"},"pay":{"stated_usd_annual":175000,"is_top_pay":true},"html_url":"https://alion.io/job/shepherd-accounting","json_url":"https://alion.io/job/shepherd-accounting.json","meta":{"generated_at":"2026-11-09T07:21:08Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":4477,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-10T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":6727},"rest":"https://alion.io/mcp/rest/get_company?id=6727"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fshepherd-accounting"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fshepherd-accounting"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fshepherd-accounting"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/shepherd-accounting\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fshepherd-accounting"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3891764}},{"tool":"search_jobs","arguments":{"company":"shepherdinsurance.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3891764},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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