Accounting Operations

5 Star Recruitment

Urbandale, IA

Accounting Operations

Urbandale, Iowa, United States

Job Profile Description

Staff Accountant I

We will count on you to:

Clear unapplied or unidentified cash.
Follow up on changes to the broker of record with providers.
Apply fees and other fee payments in internal system
Maintain database of carriers, carrier contacts, clients name, client code or short name, account #, policy # or other identifying information so commissions can be applied more efficiently.
Work with Supervisory Principal and Reps as needed for revenue reporting, investigating missing commissions, etc.
Liaise with various internal stakeholders to identify and correct any reconciliation issues between internal systems
Prepare posting reconciliation between bank receipts and cash postings to ensure completeness and accuracy
Respond to Audit Requests (FINRA, SEC, D&T, AML, Internal).
Convert new businesses/acquisitions onto the company platform.

What you need to have:

HS degree or equivalent
Proficiency with MS Excel
Strong communication both written and verbal ability to interface with stakeholders at varying levels of seniority
High attention to detail
Engaged and motivated attitude

What makes you stand out?

Bachelors degree in finance, accounting or related discipline (preferred) 1-2 years of accounting / finance experience

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Vacancy posted 3 days ago

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