Senior Accountant, Retirement
Company: NFP
Location: Bethesda
Posted on: May 15, 2022
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Job Description:
Who We Are We---re NFP, a five-time Best Places to Work award
winner in Business Insurance for 2017-2021. We are also recognized
as an Elite Agency award winner named as a Top Employee Benefits
Firm. We are a leading Insurance Broker and Consultant that
provides Employee Benefits, Property & Casualty, and Retirement and
Individual Private Client solutions to help our clients reach and
realize their goals because we believe business is personal. Our
personal commitment to our team and our clients have created
long-lasting and successful relationships across our growing 300
nationwide offices and 17 international locations. To learn more,
please visit: https://www.nfp.com. The Role at NFP The Retirement
Senior Accountant, Atlantic Region position will play a primary
role in all financial matters relating to the Retirement and Wealth
Management business lines within the region. Functions performed by
this position include but are not limited to tracking revenue,
resolving revenue issues, processing commissions for producers,
assisting with the monthly financial close, account
reconciliations, journal entries, acquisition integration, and
other activities as requested by management. Essential Duties And
Responsibilities Create and maintain records in the Salesforce
system for tracking Retirement and Wealth Management revenue and
producer commissions Track cash payments from Kestra Financial,
investigating when cash is not timely received Invoice clients and
process cash receipts; investigate client payments Assist with
financial statement preparation, including variance analysis, for
the Retirement and Wealth Management lines of business Prepare
account reconciliations and journal entries Manage the producer
bonus payment process Assist with integration of firms acquired by
NFP (General Ledger, A/P, billing) Education and Experience:
Bachelor---s degree in Finance or Accounting required A minimum of
1-3 years finance and accounting experience required Insurance
agency/brokerage experience with business services, professional
services, or consulting type firms preferred Experience preparing
account reconciliations and journal entries, as part of a monthly
close process Knowledge, Skills And/ Or Abilities Solid
understanding of how to prepare and support account reconciliations
and journal entries Solid spreadsheet knowledge; pivot tables,
lookups, and other spreadsheet functionality Ability to complete
effectively all monthly close and revenue management activities,
given a tight deadline Must be a well-organized, self-starter with
a ---best practices--- and process improvement driven mentality
Demonstrated ability to learn the retirement and wealth management
business lines, and have a business and customer service focus
Ability to collaborate and develop relationships with coworkers
across several departments (Retirement Operations, Regional
Finance, Corporate Finance) Must possess personal and business
integrity with an energetic style demonstrated by a positive
attitude and a strong work ethic What We Offer NFP is proud to
offer a competitive salary, PTO & paid holidays, 401(k) with match,
exclusive discount programs, health & wellness programs, and more.
Our PeopleFirst culture focuses on building and nurturing lifelong
relationships with our employees because, at the end of the day, we
exist to be there for others. NFP and You Better. Together. NFP is
an inclusive Equal Employment Opportunity employer.
Keywords: NFP, Bethesda , Senior Accountant, Retirement, Accounting, Auditing , Bethesda, Maryland
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