Job Description

About Excel™

Ranked 6X by Inc. 5000 as one of the fastest-growing companies in America, Excel™ specializes in digital advertising and performance marketing, playing a pivotal role in connecting consumers with insurance brands, at scale. We partner with large strategic brands such as insurance carriers, brokers, and agencies, supplying them with high quality prospects looking for their services. This involves owning and operating top-rated insurance websites that we promote via paid search marketing driving the highest-intent consumers looking to acquire an insurance plan to meet their needs.

• Our Vision: Acquiring great customers should be simple.
• Our Mission: Helping insurance brands acquire the right customers at scale.
• Our Values: E - Embrace Simplicity, X - XL Impact, C - Consumer and Customer Centric, E - Extreme Ownership, L - Laser Focused.

Our team

At Excel™ we believe remote working is an important way to enable people to achieve their best work while maximizing time efficiency and personal freedom. Our culture is based on team-based performance that is highly aligned but loosely coupled, extreme ownership, growth mindset, curiosity, personal accountability, and we flourish because of the creativity and input from our team members. As an agile and innovative company, we are always looking for our next high performer to help transform the future!

About the role

This is a remote position. While candidates located in South Florida are preferred, this is not required. Attendance at 1-2 annual company summits and select industry conferences is required.

Are you strong in accounting fundamentals but equally comfortable working in modern, cloud-based tools? Do you thrive in hands-on roles where you can execute reliably while continuously improving how things get done? Are you energized by using data and AI to make core financial processes faster, cleaner, and more scalable?

In this position, you’ll support a lean accounting team by owning critical pieces of the month-end close, AR/AP, and general ledger processes. Your primary goal is to ensure financial operations run accurately and efficiently — while identifying practical opportunities to streamline workflows using data tools, automation, and AI-assisted solutions. By bringing structure, clarity, and technical fluency to day-to-day accounting, you’ll directly improve both reliability and scalability.

This role is about high-leverage execution. When close processes need tightening, you improve them. When manual work slows the team down, you find smarter ways to handle it. You’ll operate within an existing accounting framework while continuously proposing incremental, practical improvements that reduce friction and increase visibility. Strong accounting judgment, comfort with cloud-based collaboration tools (especially in a Google-centric environment), and a proactive, solution-oriented mindset are essential.

Key responsibilities

Accounting

• Prepare and post journal entries in support of monthly close.
• Maintain, reconcile, and analyze general ledger accounts.
• Support AR and AP processes, including reconciliations and variance review.
• Assist with month-end close schedules and supporting documentation.
• Support internal and external audit requests with clear, well-organized workpapers.
• Ensure accuracy, consistency, and auditability of accounting outputs.

Data, Automation & AI-Enabled Workflows

• Work with accounting exports and subledger data in G-Sheets and other cloud-based tools to clean, structure, and analyze information efficiently.
• Use advanced spreadsheet techniques (G-Sheets preferred; Excel experience transferable) to automate reconciliations and recurring close tasks.
• Build and maintain automated reports, templates, and dashboards that support close and operational visibility.
• Leverage AI-assisted tools (e.g., Google AI Studio, Gemini features, spreadsheet-based AI, or similar) to:
• • Identify anomalies and trends
  • Improve data quality
  • Reduce manual, repetitive accounting work
• Ensure any automation or AI-assisted workflow is documented, transparent, and maintainable by other team members.

Process Improvement (Within Existing Framework)

• Identify recurring pain points in close, reconciliations, or reporting.
• Propose incremental process improvements or automation opportunities.
• Partner with the Senior Accountant to implement approved changes in a controlled, practical way.

Qualifications

• 2–4 years of experience in accounting, reporting, or accounting-adjacent analysis (quality of experience matters more than exact tenure).
• Direct experience supporting month-end close.
• Strong understanding of debits, credits, and core accounting fundamentals (GAAP knowledge preferred).
• Advanced spreadsheet skills (Google Sheets or Excel), with the ability to build structured logic, manipulate data confidently, and maintain clean models.
• Strong analytical thinking and attention to detail; able to identify issues and address them proactively.
• Comfortable working with large or messy data exports in a cloud-based environment.
• Ability to work independently within a small team — manage priorities, move toward defined goals without daily direction, and take ownership of outcomes.
• Clear written and verbal communication skills; able to translate financial or data-driven outputs into understandable insights.
• Practical, hands-on problem solver with strong judgment and a willingness to continuously improve processes.
• Comfortable learning and adopting new tools, including AI-assisted workflows.

Nice-to-Have:

• Experience with QuickBooks or other ERP/accounting systems.
• Experience with BI or data visualization tools (Looker Studio, Power BI, Tableau, or similar).
• Hands-on experience using AI tools to support accounting, reporting, automation, or data workflows.
• Exposure to SQL, Google Apps Script, Python, or other technical tools that improve data handling and automation.
• Experience operating in a Google Workspace–centric environment.

Reporting relationships

• Reports to: Senior Accountant
• Direct reports: None

Compensation mix

• Fixed base salary
• Variable performance bonus
• Transactional Bonus
• $1,000 Learning Allowance/year
• Separate budget for conferences/events
• Company-sponsored benefits

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Short term disability insurance
• Long term disability insurance
• 401(k) plan
• Flexible schedule
• Paid time off
• Parental leave

Some benefits may vary depending on applicability/availability.

Perks

• Holidays, vacation, and personal paid time-off
• Work-life flexible while committed to growth
• The entire company is remote/work from home
• Company provided computer hardware/software
• Unlimited growth and development opportunities

Next steps

If you are interested in this opportunity, want to grow with a company that is invested in you and the future, apply now to be considered for this position! It is highly recommended you read our culture memo at https://excelimpact.com/culture before applying to ensure you could be a good cultural fit.