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Accounting Analyst
2 months ago
Financial Analyst
Hybrid in Chesterfield, MO or Birmingham, AL
$30+/Hour
6 Month Contract
Job Summary:
This position is responsible for providing financial support to the distribution teams of both the Retirement and Protection Divisions of our Life Insurance Client. The primary responsibilities include providing support for the marketing allowance program as well as the sales incentive bonus payments. Other responsibilities include assisting with the annual budget process, quarterly expense forecasts, monthly expense/budget analysis, invoice approvals, and general technical support for the Sales & Marketing team.
The position is expected to provide quality financial and technical support using available tools, including SAP general ledger, Microsoft Excel, Anaplan, and Sales DataMart.
Responsibilities:
- 60% Responsible for supporting the marketing allowance program as well as the Sales Incentive Plan (SIP) bonus payments.
- Perform monthly and quarterly calculations
- Prepare accruals and reconciliations
- Prepare payment requests
- Assist with analysis
- Assist with contract review
- Work with IT to update reporting as needed
- 20% Perform monthly accounting duties.
- Prepare monthly expense accruals, reclasses, and miscellaneous journal entries
- Reconcile balance sheet accounts
- Prepare monthly budget vs. actual expense variance reports
- Assist with wholesaler expense reporting
- Prepare general ledger analysis, queries, pivots and related needs
- Calculate all index fee payments
- 15% Assist with budget process and variance analysis for the Sales and Marketing teams.
- Assist with budget & expense forecasts during the year
- Provide support to Sales and Marketing teams (technical support with Anaplan system and other assistance as needed)
Education/Qualifications:
- Bachelor’s degree in accounting, finance or related field
- Three years of applicable accounting experience
- This position requires a strong knowledge of excel as well as a basic knowledge of general ledgers and GAAP accounting.
- Some experience with sales reporting, budgets and monthly expense analysis is a plus.
- This position requires solid accounting, analytical, and technical abilities.
- Excellent communication skills are needed as there will be regular interaction with the Sales & Marketing managers, sales team, outside firms, as well as with IT, Finance, and various other areas within the company.
Must Haves:
- Bachelor’s degree in accounting, finance or related field
- Three years of applicable accounting experience
- Strong knowledge of excel
- Basic knowledge of general ledgers and GAAP accounting
ABOUT EIGHT ELEVEN:
Eight Eleven Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, national origin, age, sex, citizenship, disability, genetic information, gender, sexual orientation, gender identity, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state, and local laws.
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