Accountant

Overview Work Mode - Hybrid (6 times a month. Every Monday and every other Thursday) Hours: 7:30 AM to 4 PM (30 Mins Lunch) Responsibilities 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. Qualifications 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 1-2 years of accounting / finance experience J-18808-Ljbffr