This is a full-time, in-office position based in our Denver Tech Center (DTC) office. Hours are typically Monday - Friday from 8:00 am - 5:00 pm with some overtime possible at busier times.
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\nResponsibilities:
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\nCommissions and Variable Compensation:
\n•   Accurately calculate and process commissions and variable compensation for financial advisors.
\n•   Track compensation related to AUM, life insurance, annuities, and other applicable financial products.
\n•   Analyze sales and financial data to verify the accuracy of commission calculations.
\n•   Conduct routine commission audits and promptly research and resolve discrepancies.
\n•   Obtain and process approved bonus sheets and commission payouts.
\n•   Maintain accurate and current insurance carrier information.
\n•   Serve as a liaison among insurance carriers, financial advisors, and internal stakeholders.
\n•   Assist with commission-related activities associated with mergers and acquisitions.
\nRecurring Financial Reporting:
\n•   Prepare recurring financial statements and supporting schedules.
\n•   Assemble management reporting packages.
\n•   Prepare budget-to-actual, variance, and KPI reports.
\n•   Identify, research, and document material data variances.
\n•   Respond to recurring financial data requests.
\n•   Maintain organized reporting files, supporting documentation, and data definitions.
\n•   Improve the consistency and efficiency of recurring reporting processes in coordination with the CEO and CFO.
\n401(k) Plan Billing and Reconciliation:
\n•   Prepare routine plan and vendor billing and related customer or plan support.
\n•   Research billing variances and follow up on outstanding items.
\n•   Prepare supporting documentation for billing corrections as needed.
\n•   Maintain clear and organized billing and reconciliation documentation.
\n•   Monitor aging and outstanding billing items and ensure timely follow-up.
\n•   Review billing information for accuracy and promptly identify and correct errors.

\nRequirements:\n\n

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

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