As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.

At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

We’re proud that we’ve been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional -- and we’ve created a place where our employees love to come to work, every single day.

Come join our team!

About iPipeline

Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq:  ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.  

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

This is an office-based position.

Supports financial reporting by preparing basic balance sheets, income statements, and closing reports under GAAP or IFRS guidelines. Records financial transactions, including accounts payable, accounts receivable, and general ledger entries, ensuring accuracy and completeness. Assists in reconciling financial accounts such as bank statements and credit cards. Contributes to budgeting and forecasting by compiling financial data. Ensures compliance with accounting policies and assists with audit documentation preparation.

• Financial Transactions & Record-Keeping: Assist with daily accounting activities such as processing customer invoices, monitoring receivables/payables, and posting journal entries under supervision. Ensure accuracy and completeness of financial data entry.
• Financial Reporting & Compliance: Support the preparation of basic financial reports and schedules.
  Assist in gathering data for audits and ensure compliance with standard accounting procedures.
• Internal Controls & Risk Management: Follow established internal controls and procedures to maintain data integrity. Alert supervisors to potential discrepancies or issues.
• Systems & Process Improvement: Use accounting systems to enter and retrieve data. Learn and apply standard procedures; suggest minor improvements to enhance efficiency.
• Skill Development: Receive training and guidance from more experienced staff. Demonstrate a learning mindset and contribute to a collaborative team environment.
• Business Partnering & Decision Support: Provide routine financial data to other departments as requested. Observe and begin to understand how financial data supports decision-making.

• General Ledger Management – Basic knowledge of journal entries, account reconciliations, and adjustments; ability to work under close supervision.
• Financial Reporting – Familiarity with financial statement components and the month-end closing process
• Internal Controls – Basic understanding of internal control concepts and their role in financial data accuracy.
• Regulatory Compliance – Basic knowledge of GAAP or IFRS; ability to apply standard rules under guidance.
• Accounting Software Proficiency – Familiarity with basic accounting functions in ERP or accounting systems.
• Process Improvement – Ability to identify opportunities to improve tasks and provide feedback on process inefficiencies.
• Tax Compliance Support – Ability to assist in gathering data for tax filings and audit support.
• Accounting Review – Receptive to receiving feedback on own work and ability to apply suggestions to improve accuracy.
• Previous experience with Salesforce CRM or Sage Intacct accounting software is a plus.
• Ability to analyze financial data and generate accurate reports.
• Strong problem-solving skills and attention to detail.
• Effective communication skills.