Accounting Operations (Staff Accountant) (13596-1) Urbandale, IA

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    Skills

    • Accountingunmatched
    • Brokerageunmatched
    • Career Developmentunmatched
    • Cash Applicationsunmatched
    • Communication Skillsunmatched
    • Database Administrationunmatched
    • Detail Orientedunmatched
    • Financeunmatched
    • Financial Auditunmatched
    • Healthcareunmatched
    • Insuranceunmatched
    • Mergers and Acquisitionsunmatched
    • Microsoft Excelunmatched
    • Presentation/Verbal Skillsunmatched
    • Reconciliationunmatched
    • Revenue/Sales Reportingunmatched
    • Securities and Exchange Commission (SEC)unmatched
    • Writing Skillsunmatched

    Description

    Accounting Operations (Staff Accountant) (13596-1) Urbandale, IA

    If you post this job on a job board, please do not use company name or salary.

    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

    Working Place:

    Urbandale, Iowa, United States

    Company :

    ESR Healthcare

    Numbers & Facts

    LocationUrbandale, Iowa
    Websitehttps://esrhealthcare.mysmartjobboard.com/

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