Financial Analyst

Position: Financial Analyst

Department: Finance

Reporting to: Assistant Controller

Location: Topeka, KS - Onsite

Are you ready to make an impact at the heart of our financial operations? Join us as a Financial Analyst, where you'll be pivotal in ensuring the accurate recording and reporting of revenue. Dive into analyzing revenue transactions, ensuring compliance, and collaborating cross-functionally to drive revenue recognition. If you're passionate about precision and thrive in a dynamic environment, we want you on our team.

• Review and analyze revenue transactions for all insurance product lines, ensuring accuracy and completeness
• Prepare and maintain revenue schedules and reconciliations
• Audit the revenue reporting in the General Ledger and CRM system
• Collaborate with internal and external parties to ensure accuracy of revenue recognition
• Maintain listing of carrier bonus agreements, levels achieved, and payment timings
• Track carrier trail agreements and review payments to ensure accuracy
• Report and analyze revenue trends
• Participate in month-end close process, with a focus on journal entries related to revenue
• Support internal and external audits with documentation and explanations related to revenue transactions
• Identify areas for optimization and implementation of best practices in revenue accounting
• Assist with forecast and budgeting of revenue for all insurance product lines

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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