Accounting Operations (Staff Accountant) (13596-1) Urbandale, IA
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Experience level: Associate Experience required: 3 Years Education level: Bachelors degree Job function: Accounting/Auditing Industry: Insurance Pay rate : View hourly payrate Total position: 1 Relocation assistance: No Visa sponsorship eligibility: No
Duration: 6 months
Hours: 7:30 - 4:00 with 30-minute lunch
Contract to hire: Potential
Remote or Onsite: Hybrid (6 times a month. Every Monday and every other Thursday)
Interview process: 2 Rounds (Virtual)
Ideal start date: ASAP
Proficiency with MS Excel is MUST
Education: Bachelors degree in accounting or finance
Experience: 1-2 years experience
Job Profile Description
Staff Accountant I
What can you expect?
You will join a close-knit team of 4 individuals with a great working relationship. This will provide you with a crucial foundation for your training and career development
You will interact with a variety of internal stakeholders, allowing you the opportunity to gain specialized knowledge within the broker-dealer industry
You will perform a critical cash application function within the organization
What is in it for you?
Opportunity to grow your knowledge of the industry, through partnership with various internal stakeholders
Excellent opportunities for long-term growth within the company
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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