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About the Role
Shepherd is rebuilding commercial insurance with software, data, AI, and deep underwriting expertise. We 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. The 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.
Responsibilities
- Own 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
- Apply our revenue recognition policies for commission, policy and risk engineering fees, and contingent commission every month
- Prepare balance sheet reconciliations, including premium receivable, carrier payable, and fiduciary cash, and tie them to the bordereaux and remittance advice
- Reconcile premium remittances received from broker partners and apply each payment to the correct policy and account
- Maintain the receivable aging, flag discrepancies and late payments to Customer Experience team, and see them through to resolution
- Own vendor AP and Brex card review, including GL coding rules, so spend is coded correctly before close
- Reconcile every incoming and outgoing transaction in our operating and fiduciary bank accounts so all payments are cleared and accounted for
- Set up the accounting for new products and carrier partners, from GL mapping to remittance workflow
- Support the Finance Lead on board materials, investor diligence, and carrier and reinsurer reporting requests
Requirements
- Hands-on accountant who likes building the process as much as running it
- Closed the books yourself
- Know what an auditor will ask for
- 4 to 7 years in accounting, including time in public accounting (audit preferred) and time in industry running a monthly close
- Insurance accounting experience at an MGA/MGU, broker, carrier, or insurtech, including commission revenue, premium receivables, carrier payables, and fiduciary or premium trust accounts
- Experience moving a close in house from an outsourced firm, or building a close at a company that hadn't had one
- Supported a financial statement audit, including preparing schedules and working through the PBC list
- Strong knowledge of US GAAP, especially ASC 606
- Comfort working with large data sets in Excel or Google Sheets
- Willingness to learn SQL or work with our data team to pull from our platform
Skills
- Excel
- Google Sheets
- SQL
Location
- San Francisco
Work Type
- Onsite
Experience Level
- 4 to 7 years
Education Level
- CPA
Benefits
- Premium Healthcare (100% contribution to health, dental, and vision)
- Fertility benefits and family building support
- Flexible PTO
- Daily lunches, dinners, and snacks
- SF, NYC, Dallas-Fort Worth, Chicago and LA Offices
- Professional Development (Access to premium coaching, including leadership development)
- Competitive 401(k) Plan
- Dog-friendly office
About the Company
- Build the insurance behind the physical world.
- The 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.
- Shepherd 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.
- We 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.
- Real problems. Real ownership.
- Our 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.
- The 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.
- 630+ customers / $500B+ insured project value
- Capital to build. Partners to grow with.
- $67M total funding / $42M Series B in March 2026
- Shepherd 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.
- Intact 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.
- A bigger opportunity ahead
- We 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.
- Our backing brings together investors who build technology companies and partners who understand insurance. We are building a company that earns the confidence of both.