Accountant

Marsh McLennan•Urbandale, IA

24d•Hybrid

About The Position

We are seeking a talented individual to join our Marsh McLennan Agency’s Retirement Practice at Marsh. This role will be based in Urbandale and offers a hybrid work arrangement, requiring a minimum of six days per month in the office. As an Accountant, you will play a key role in ensuring the accuracy and integrity of the organization’s financial operations while supporting the month-end close, reporting, and regulatory compliance processes. Working closely with cross-functional teams, you’ll help drive operational excellence through financial analysis, process improvements, and adherence to industry regulations. As MMA Retirement continues to expand through both acquisitions and strong organic growth – including an impressive 18% organic growth in 2026 – you’ll have the opportunity to contribute to special projects, support business growth initiatives, and make a meaningful impact in a collaborative, fast-paced environment. If you enjoy solving complex accounting challenges and continuously improving processes, this is an exciting opportunity to grow your career!

Requirements

Bachelor’s degree
5+ years of experience in accounting with working knowledgeable of US GAAP
Series 27 license required within 9 months of hire date, if not already obtained
Strong communication skills, with the confidence to work with colleagues at all levels; this role interfaces with senior management, Retirement Practice business leaders, advisors/registered representatives, carrier and mutual fund company representatives, back-office personnel (Finance, Compliance, Legal, Treasury), and internal/external auditors
Persistence in the face of resistance or obstacles, with strong convictions
High organization and attention to detail, as accuracy is essential in our “to the penny” and highly regulated environment
Resourceful, takes initiative, and critical thinking skills to solve problems
Proficiency in Excel and working knowledge in MS Office

Nice To Haves

Registered Investment Advisor or Broker-Dealer experience
Audit experience

Responsibilities

Execute the month-end closing process, including journal entries, bank reconciliations, and supporting documentation for all income statement and balance sheet accounts
Process new client setups and other requests in the MMAS Operations mailbox for MMA Securities LLC (MMAS) and MMA Asset Management (MAM)
Submit settlement of IOs for approval and Treasury processing; after obtaining Series 27 registration, serve as a Treasury wire releaser
Record allocations and intercompany activities, including personnel cost and overhead allocations
Respond to audit requests from FINRA, SEC, D&T, AML, Internal, and other stakeholders as needed
Convert new acquisitions onto the MMAS platform
Prepare detailed month-end management reports and variance analysis
Collaborate with the Financial and Operations Principal and Accounting Manager to develop efficient accounting and operational policies and procedures that ensure compliance with FINRA/SEC regulations, with an emphasis on SOX controls and operational excellence
Assist the Financial and Operations Principal and Accounting Manager with special projects and new initiatives