Staff Accountant (Hybrid - Urbandale, IA)

With roots dating back to the 1800s, our Customer is a global professional services firm HQ’d in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting. Today, they are a unique group of businesses with many enduring competitive advantages. Among them are the quality of their colleagues, deep client relationships, vast global footprint, depth of intellectual capital, and cohesive and collaborative culture.

We are seeking a Staff Accountant on a contract basis to support our Customer’s business needs. This role is hybrid (6 days per month, every Monday and every other Thursday) in Urbandale, IA.

Responsibilities:

• Clear unapplied or unidentified cash.
• Follow up on broker of record changes with providers.
• Apply fees and fee payments within internal systems.
• Maintain carrier and client databases, including carrier contacts, client names, client codes, account numbers, policy numbers, and other identifying information to improve commission application efficiency.
• Work with Supervisory Principals and Representatives on revenue reporting and investigations of missing commissions.
• Liaise with internal stakeholders to identify and resolve reconciliation issues between systems.
• Prepare posting reconciliations between bank receipts and cash postings to ensure completeness and accuracy.
• Respond to audit requests, including FINRA, SEC, AML, internal, and external audits.
• Support the conversion of new businesses and acquisitions onto company platforms.

Skills and Qualifications:

• High school diploma or equivalent.
• Proficiency in Microsoft Excel.
• Strong written and verbal communication skills.
• Ability to interact effectively with stakeholders at varying levels of seniority.
• High attention to detail.
• Strong organizational skills.
• Engaged and motivated attitude.

Preferred Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related discipline.
• 1–2 years of accounting or finance experience.

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.