Job Summary:

The Commissions Analyst is part of a top-tier finance, accounting and analytics team. This individual should have a strong attention to detail, integrity, intellectual curiosity, results focused, and a passion for excellence. The Commissions Analyst will have significant financial and accounting responsibilities.

Essential Functions:

  • Manage the commission reconciliation duties for the Final Expense product at a policy level
  • Research and resolve commission issues in relation to the carriers
  • Become intimately familiar with the commission structure for the firm
  • Assist in data management and integrity of the division
  • Generate monthly cash reconciliation reports for the corporate office
  • Resolve all policy level commission issues where data does not match that of the carriers
  • Maintain carrier specific trial balances
  • Report directly to the Director of Revenue Accounting
  • Prepare and maintain appropriate schedules and reports as requested
  • Support the development and optimization of the firms proprietary revenue tracking system

Additional Responsibilities:

  • Research accounts payable and accounts receivable issues as needed
  • Performs other duties as assigned from time to time by superiors

Knowledge, Skills, and Abilities:

  • Strong desire to learn and gain valuable experience in Commission accounting.
  • Articulate and well-spoken; strong interpersonal, communication and presentation skills
  • Strong attention to detail
  • High level of self-motivation; ability to accomplish goals independently
  • Results oriented
  • Basic math skills to solve commission related issues
  • Well-rounded, assertive team-player
  • Documented research skills

Training and Experience:

  • At least two years’ work experience desired