Accountant

Company:

Description:

We are seeking a talented individual to join our Marsh McLennan Agency’s Retirement Practice at Marsh. This role will be based in Urbandale and offers a hybrid work arrangement, requiring a minimum of six days per month in the office.

As an Accountant, you will play a key role in ensuring the accuracy and integrity of the organization’s financial operations while supporting the month-end close, reporting, and regulatory compliance processes. Working closely with cross-functional teams, you’ll help drive operational excellence through financial analysis, process improvements, and adherence to industry regulations. As MMA Retirement continues to expand through both acquisitions and strong organic growth – including an impressive 18% organic growth in 2026 – you’ll have the opportunity to contribute to special projects, support business growth initiatives, and make a meaningful impact in a collaborative, fast-paced environment.

If you enjoy solving complex accounting challenges and continuously improving processes, this is an exciting opportunity to grow your career!

We will count on you to:

• Execute the month-end closing process, including journal entries, bank reconciliations, and supporting documentation for all income statement and balance sheet accounts
• Process new client setups and other requests in the MMAS Operations mailbox for MMA Securities LLC (MMAS) and MMA Asset Management (MAM)
• Submit settlement of IOs for approval and Treasury processing; after obtaining Series 27 registration, serve as a Treasury wire releaser
• Record allocations and intercompany activities, including personnel cost and overhead allocations
• Respond to audit requests from FINRA, SEC, D&T, AML, Internal, and other stakeholders as needed
• Convert new acquisitions onto the MMAS platform
• Prepare detailed month-end management reports and variance analysis
• Collaborate with the Financial and Operations Principal and Accounting Manager to develop efficient accounting and operational policies and procedures that ensure compliance with FINRA/SEC regulations, with an emphasis on SOX controls and operational excellence
• Assist the Financial and Operations Principal and Accounting Manager with special projects and new initiatives

What you need to have: 

• Bachelor’s degree
• 5+ years of experience in accounting with working knowledgeable of US GAAP
• Series 27 license required within 9 months of hire date, if not already obtained
• Strong communication skills, with the confidence to work with colleagues at all levels; this role interfaces with senior management, Retirement Practice business leaders, advisors/registered representatives, carrier and mutual fund company representatives, back-office personnel (Finance, Compliance, Legal, Treasury), and internal/external auditors
• Persistence in the face of resistance or obstacles, with strong convictions
• High organization and attention to detail, as accuracy is essential in our “to the penny” and highly regulated environment
• Resourceful, takes initiative, and critical thinking skills to solve problems
• Proficiency in Excel and working knowledge in MS Office

What makes you stand out?

• Registered Investment Advisor or Broker-Dealer experience
• Audit experience

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.