Strategic Commissions & Financial Reporting Analyst

E.A. Buck Financial Services; Denver (CO); On-site; USD 65,000 - 86,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Paid time off

Paid holidays

401k with generous matching

Job summary

E.A. Buck Financial Services, a Denver-based finance firm, seeks a Commissions and Financial Reporting Specialist to join our Accounting team.

You will process and reconcile commissions and variable compensation for financial advisors, and prepare related reports while ensuring timely, accurate payments. The ideal candidate has strong analytical and reconciliation skills, advanced Excel, and experience with commissions, financial reporting, or related accounting activities.

Qualifications

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

Responsibilities

• Accurately calculate and process commissions and variable compensation for financial advisors.
• Track compensation related to AUM, life insurance, annuities, and other applicable financial products.
• Analyze sales and financial data to verify the accuracy of commission calculations.
• Conduct routine commission audits and promptly research and resolve discrepancies.
• Obtain and process approved bonus sheets and commission payouts.
• Maintain accurate and current insurance carrier information.
• Serve as a liaison among insurance carriers, financial advisors, and internal stakeholders.
• Assist with commission-related activities associated with mergers and acquisitions.
• Prepare recurring financial statements and supporting schedules.
• Prepare budget-to-actual, variance, and KPI reports.
• Identify, research, and document material data variances.
• Respond to recurring financial data requests.
• Maintain organized reporting files, supporting documentation, and data definitions.
• Improve the consistency and efficiency of recurring reporting processes in coordination with the CEO and CFO.
• Support financial analysis, interpretation, consolidated reporting, and strategic finance decisions.

Skills

Analytical skills

Reconciliation

Attention to detail

Communication skills

Education

Bachelor’s degree in Accounting/Finance

Tools

Salesforce

Microsoft Excel

Job description

E.A. Buck Financial Services, a Denver-based finance firm, seeks a Commissions and Financial Reporting Specialist to join our Accounting team.

You will process and reconcile commissions and variable compensation for financial advisors, and prepare related reports while ensuring timely, accurate payments. The ideal candidate has strong analytical and reconciliation skills, advanced Excel, and experience with commissions, financial reporting, or related accounting activities.