Accounting Operations (Staff Accountant)

Job Title : Accounting Operations

Job Location : Urbandale, IA

Job Type : Contract

Job Description :

Clear unapplied or unidentified cash and ensure accurate postings.

Follow up on changes to brokers of record and ensure updates are reflected in internal systems.

Apply fees and other payments accurately within internal accounting systems.

Maintain and update a database of carriers, clients, and account identifiers to improve commission application efficiency.

Collaborate with Supervisory Principals and Representatives for revenue reporting and investigation of missing commissions.

Liaise with internal teams to identify and correct reconciliation issues between internal systems.

Prepare posting reconciliations between bank receipts and system postings to ensure completeness and accuracy.

Respond to audit requests (FINRA, SEC, D&T, AML, Internal).

Support integration of new businesses or acquisitions into the company's platform.

Experience Required :

High school diploma or equivalent (Bachelor's degree preferred).

1 2 years of experience in accounting or finance.

Proficiency with Microsoft Excel (required).

Strong written and verbal communication skills with the ability to work with stakeholders across levels.

High attention to detail and accuracy.

Proactive, organized, and motivated work approach.

Qualifications :

Bachelor's degree in Accounting, Finance, or related field.

Experience in the insurance or financial services industry.

Familiarity with broker-dealer accounting and reconciliation processes.