Staff Accountant (Hybrid - Urbandale, IA)

Responsibilities

• Clear unapplied or unidentified cash.
• Follow up on broker of record changes with providers.
• Apply fees and fee payments within internal systems.
• Maintain carrier and client databases, including carrier contacts, client names, client codes, account numbers, policy numbers, and other identifying information to improve commission application efficiency.
• Work with Supervisory Principals and Representatives on revenue reporting and investigations of missing commissions.
• Liaise with internal stakeholders to identify and resolve reconciliation issues between systems.
• Prepare posting reconciliations between bank receipts and cash postings to ensure completeness and accuracy.
• Respond to audit requests, including FINRA, SEC, AML, internal, and external audits.
• Support the conversion of new businesses and acquisitions onto company platforms.

Qualifications

• High school diploma or equivalent.
• Proficiency in Microsoft Excel.
• Strong written and verbal communication skills.
• Ability to interact effectively with stakeholders at varying levels of seniority.
• High attention to detail.
• Strong organizational skills.
• Engaged and motivated attitude.

Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.