Position: Financial Analyst
Department: Finance
Reporting to: Assistant Controller
Location: Topeka, KS - Onsite
Overview:
Are you ready to make an impact at the heart of our financial operations? Join us as a Financial Analyst, where you'll be pivotal in ensuring the accurate recording and reporting of revenue. Dive into analyzing revenue transactions, ensuring compliance, and collaborating cross-functionally to drive revenue recognition. If you're passionate about precision and thrive in a dynamic environment, we want you on our team.
What you'll do:
- Review and analyze revenue transactions for all insurance product lines, ensuring accuracy and completeness
- Prepare and maintain revenue schedules and reconciliations
- Audit the revenue reporting in the General Ledger and CRM system
- Collaborate with internal and external parties to ensure accuracy of revenue recognition
- Maintain listing of carrier bonus agreements, levels achieved, and payment timings
- Track carrier trail agreements and review payments to ensure accuracy
- Report and analyze revenue trends
- Participate in month-end close process, with a focus on journal entries related to revenue
- Support internal and external audits with documentation and explanations related to revenue transactions
- Identify areas for optimization and implementation of best practices in revenue accounting
- Assist with forecast and budgeting of revenue for all insurance product lines
Experience you'll bring:
- 2+ years of experience in finance and accounting
- Strong understanding of accounting principles and revenue recognition standards
- Excellent analytical and problem solving skills
- Effective communication skills, both verbal and written
- Proficiency in Microsoft Excel and accounting software
- Ability to work independently and collaboratively in a fast-paced environment
Bonus Points:
- Bachelor's degree in accounting, finance, data analysis, or a related field
- Experience with Quickbooks and Salesforce
- Experience in the financial service industry
What you'll get:
- Amazing benefits including medical, dental, vision and 401k (with matching options)
- Generous PTO package upon your start date
- Access to an on-site cafe, gym and primary care
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events...and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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Advisors Excel
401(k)
May 07, 2024