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Data Analyst-Finance

Simply BusinessUnited States🇺🇸United StatesPosted Oct 6, 2026

Quick Overview

Seniority
Mid Senior
Work mode
Hybrid
Location
United States
Posted
10 hours ago
Looker

Job Description

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.

Simply Business is passionate about building an outstanding product for our customers - one that empowers their entrepreneurial spirits. 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.

As a Financial Reporting Analyst you will

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
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
Bachelor's degree, preferably in Accounting or Finance
~1-3 years of previous transactional accounting experience in revenue accounting or accounts receivable
~ Proficiency in excel is required
~ Experience with Stripe, Looker and SAPbyDesign a plus
~ 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.

We're committed to welcoming and helping employees grow within an inclusive & diverse culture. 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. If you don't have access to either of these, or you need support with your application, get in touch with us at uscareers@simplybusiness.com.

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