Location: Urbandale IA (hybrid)
Must Have
- Proficiency in Microsoft Excel (reconciliations formulas data analysis)
- Strong cash application and reconciliation skills
- Solid understanding of basic accounting principles
- Experience handling bank receipts and postings
- Attention to detail and accuracy in financial transactions
- Knowledge of securities industry operations
- Familiarity with commissions and revenue reporting
- Understanding of FINRA / SEC compliance or audit processes
- Strong written and verbal communication skills
- Ability to work effectively with internal stakeholders (finance compliance operations)
- Analytical and problem-solving mindset
- Motivated organized and proactive attitude
Location: Urbandale IA (hybrid) Must Have Proficiency in Microsoft Excel (reconciliations formulas data analysis) Strong cash application and reconciliation skills Solid understanding of basic accounting principles Experience handling bank receipts and postings Attention to detail and accuracy i...
Location: Urbandale IA (hybrid)
Must Have
- Proficiency in Microsoft Excel (reconciliations formulas data analysis)
- Strong cash application and reconciliation skills
- Solid understanding of basic accounting principles
- Experience handling bank receipts and postings
- Attention to detail and accuracy in financial transactions
- Knowledge of securities industry operations
- Familiarity with commissions and revenue reporting
- Understanding of FINRA / SEC compliance or audit processes
- Strong written and verbal communication skills
- Ability to work effectively with internal stakeholders (finance compliance operations)
- Analytical and problem-solving mindset
- Motivated organized and proactive attitude
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