Senior Accountant - Commissions & Financial Reporting

Navigator Recruiting•Denver, CO

5d•Onsite

About The Position

The Senior Accountant focuses on commissions calculation and financial reporting and joins a collaborative Accounting & Finance team of 5–6 people to support growing finance operations. The role processes and reconciles commissions and variable compensation, ensuring payments are accurately tracked and completed on time. It compiles and audits commission statements, maintains commission-related data and tasks in Salesforce, prepares variable compensation reports, and supports recurring financial and management reporting. The position also supports 401(k) plan billing and reconciliation. This is a full-time, in-office position based in the Denver Tech Center (DTC) office. Typical hours are Monday through Friday, 8:00 a.m. to 5:00 p.m., with some overtime possible during busier periods. The listed base salary is $65,000–$86,000.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field preferred.
Two to four years of experience with commissions, financial reporting, accounting, or a related function preferred.
Strong analytical and reconciliation skills with exceptional attention to detail.
Ability to identify discrepancies, investigate underlying issues, and resolve errors promptly.
Ability to manage recurring responsibilities and meet established monthly deadlines.
Advanced proficiency with Microsoft Excel.
Effective written and verbal communication skills.
Ability to communicate clearly with financial advisors, insurance carriers, management, and internal stakeholders.

Nice To Haves

Financial services experience.
Experience processing or reconciling commissions and variable compensation.
Experience working with Salesforce and commission-related data.

Responsibilities

Accurately calculate and process commissions and variable compensation for financial advisors.
Track compensation related to AUM, life insurance, annuities, and other applicable financial products.
Analyze sales and financial data to verify commission calculation accuracy.
Conduct routine commission audits and research and resolve discrepancies promptly.
Obtain and process approved bonus sheets and commission payouts.
Maintain accurate and current insurance carrier information.
Serve as a liaison among insurance carriers, financial advisors, and internal stakeholders.
Assist with commission-related activities associated with mergers and acquisitions.
Prepare recurring financial statements and supporting schedules.
Assemble management reporting packages.
Prepare budget-to-actual, variance, and KPI reports.
Identify, research, and document material data variances.
Respond to recurring financial data requests.
Maintain organized reporting files, supporting documentation, and data definitions.
Improve the consistency and efficiency of recurring reporting processes in coordination with the CEO and CFO.
Prepare routine plan and vendor billing and related customer or plan support.
Research billing variances and follow up on outstanding items.
Prepare supporting documentation for billing corrections as needed.
Maintain clear and organized billing and reconciliation documentation.
Monitor aging and outstanding billing items and ensure timely follow-up.
Review billing information for accuracy and promptly identify and correct errors.

Benefits

100% employer-paid health insurance.
100% employer-paid dental insurance.
100% employer-paid vision insurance.
Three weeks of paid time off.
Ten company holidays.
401(k) plan with a 3% employer match.
AD&D insurance.
Life insurance.
Long-term disability insurance.
Short-term disability insurance.
Health Savings Account (HSA).
Flexible Savings Account.
Commuter/transit costs.
Employee assistance program.
Pet insurance and wellness.
Ongoing professional development, certification and licensing support, and continuing education opportunities.