We’re Quandri, our mission is to unlock the world’s insurance data so brokerages and agencies can best serve their clients. Our Renewal Intelligence Platform is designed to help brokerages save time, increase profitability, and drive better outcomes for their staff, clients, and business.
We saw 8x ARR growth last year and are aiming for 3x this year. Named one of LinkedIn’s Top Canadian Startups in 2024, we have already made a big impact on the insurance industry. However, what matters most is making our customer’s lives better one renewal at a time. We want you to be a critical part of that journey! We’re a hybrid company, with ⅔ of our team in Vancouver and the rest distributed. For those in Vancouver, we have an office in Gastown that we expect people to be at three days a week. We understand both the advantages of some flexibility around personal lives, and the positive interpersonal effects of in-person collaboration.
Running a profitable personal lines book of business is harder than ever for insurance brokerages. Market conditions, rising costs, talent shortages, and staffing constraints are just some of the challenges that hinder profit margins, scalability, and exceptional client service. Trusted by 5 of Canada’s top 10 brokerages, Quandri is transforming the renewal process with AI-driven automation, enabling proactive workflows and delivering data-driven insights.
Today’s renewal process is often reactive, with brokers focusing on clients who request help rather than adopting a proactive, data-driven approach. Quandri is revolutionizing renewals by offering a platform that uses AI and automation to streamline operations. This allows brokerages to retain more business, enhance client and staff experiences, reduce E&O risk, and boost sales through upselling and cross-selling.
Looking to make an impact in your next role? How about transforming an entire industry? At Quandri, we’re unlocking new frontiers in insurance. To do that, we model our culture as a crew of interstellar astronauts. As Quandronauts, we’re committed to building a company that is diverse and multi-faceted. We’ve raised venture capital from top US and Canadian investors to help us achieve our mission, and are now scaling to achieve this.
About the Role:
Quandri is seeking a bookkeeper to join our team on a part time (20 hours a week) 6 month contract. There is potential to extend this contract as well as promotion to full time depending on performance and business needs.
You will play a critical role in managing and recording all the financial transactions of a company. You will be responsible for overseeing day-to-day financial operations, ensuring accurate and timely financial reporting, and providing insights to support the company's growth and financial stability. You will report to the Finance Manager but also work closely with the Head of Operations.
What you’ll do:
- Accounts Receivable: Manage and oversee the collection of outstanding invoices and revenue recognition
- Accounts Payable: Handle supplier invoices, ensure timely payments, and maintain accurate records
- Bookkeeping: Maintain accurate and up-to-date financial records and ledgers
- Sales Tax and Employer Benefits Compliance: Manage the timely completion of GST/HST, PST, EHT and WSBC filings
- Spend Management: Monitor company expenditures, ensure compliance with budgets, and identify cost-saving opportunities
- Expense Management: Manage employee expenses, ensuring adherence to company policies and timely reimbursements
- Financial & Board Level Reporting: Prepare monthly, quarterly, and annual financial reports for management and board members
- Participate in financial audits and implement audit recommendations
- Ensure compliance with financial regulations and standards
- Assist in tax preparation and filing
- Implement and maintain financial controls and processes
- Collaborate with other departments to support overall company goals
The right person for this role will have:
- Proven experience as a bookkeeper or in a similar role.
- Strong understanding of bookkeeping and accounting principles.
- Proficiency in accounting software (e.g., QuickBooks Online) and Microsoft Office suite, especially Excel.
- Excellent analytical, problem-solving, and decision-making skills
- Knowledge of payroll processing and tax regulations is a plus
- Strong attention to detail and accuracy
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
Bonus points if you have:
- Preferably some public practice and some tech startup (SaaS) experience
- Articling experience
- Understanding of tax landscape in Canada and the USA
- Experience with QuickBooks Online
- Financial analysis skills
Our guiding principles:
- Customers at the core. We put the customer at the center of all we do. At a basic level, we believe business success comes down to talking to customers and building something they want. We don’t listen to customers and just take what they say blindly, but we think critically about it and build what they need. Customers are the core of everything we do, and our business exists to serve them. We prioritize their needs over all else within the company
- Move with urgency. There are times when we need to move slowly and deliberately, but we default to acting fast and with urgency. We slow down when necessary, but this should be a deliberate choice. Businesses become more lethargic as they grow, this principle is designed to fight this fact
- Be curious. We understand the world by being curious and asking why. We aren’t satisfied with surface level understanding, and seek a deeper understanding of why things are the way they are. Don’t take someone’s word for it or the answer “because that’s how we do it.” Understand why and dig deep
- Excellence in execution. We know that what separates good from great is a high level of execution. We commit ourselves to excellence in everything that we do, from delivering an amazing product to writing a great email
- Act like an owner. We’re all owners of the business and act like it. We follow through on commitments, own our results and think long-term
- Fight for simplicity. The law of increasing functional information states that systems evolve to become more complex over time. At Quandri, we believe there is sophistication in simplicity; as such, we intentionally fight for streamlined solutions and are committed to the uncomplicated
Compensation:
- The range for base pay is $22 - $30 which is dependent on level of experience
Quandri is dedicated to fostering a diverse and inclusive workplace. As an equal opportunity employer, Quandri adheres to Canadian labour laws and does not engage in discrimination based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other status protected under Canadian law.
Don’t let imposter syndrome stop you from applying. Great people sometimes don’t have the “right” experience. If you think that you’ll be amazing at this role then we encourage you to apply.
