Accounting Operations

Job Title

Pay Rate: $30 per hour

Location:

Urbandale, IA

Duration: 6 Months

• 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, client name, client code or short name, account #, policy # or other identifying information for efficient commission application.
• Work with Supervisory Principal and Reps for revenue reporting and investigating missing commissions.
• Liaise with various internal stakeholders to identify and correct reconciliation issues between internal systems.
• Prepare posting reconciliation between bank receipts and cash postings to ensure completeness and accuracy.
• Respond to Audit Requests (Company, SEC, D&T, AML, Internal).
• Convert new businesses/acquisitions onto the company platform.

• HS degree or equivalent.
• Proficiency with MS Excel.
• Strong communication skills both written and verbal.
• High attention to detail.
• Engaged and motivated attitude.

• Bachelor's degree in finance, accounting, or related discipline.
• Minimum 1 year of accounting/finance experience.

• Opportunity to grow knowledge of the industry through partnerships with various internal stakeholders.
• Excellent opportunities for long-term growth within the company.
• Competitive benefits including medical, dental, vision, 401k, and generous paid time off.