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Accounting Operations (Staff Accountant)

Accounting Operations (Staff Accountant)

Axelon Services CorporationUrbandale, IA
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Accounting Operations (Staff Accountant)

Urbandale, IA - Mostly Remote

6 Months

Hours : 7 : 30 - 4 : 00 with 30 minute lunch

Hybrid (6 times a month. Every Monday and every other Thursday)

Excel Knowledge is a must

Education : Bachelor s degree in accounting or finance

Experience : 1-2 years experience

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.
  • Competitive benefits including : medical, dental, vision, 401k, and generous paid time off

    • 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 (Client, 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 :

  • Bachelor s degree in finance, accounting or related discipline (preferred)
  • 1-2 years of accounting / finance experience
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