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Senior Accountant, Retirement

Company: NFP
Location: Bethesda
Posted on: June 13, 2022

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 businessispersonal. 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: 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).The Candidate: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.PDN-958e0178-a4e6-416e-b02d-b2681d9d48fd

Keywords: NFP, Bethesda , Senior Accountant, Retirement, Accounting, Auditing , Bethesda, Maryland

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