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.