The Commissions Financial Analyst reports to the Accounting and Commissions Manager and is responsible for providing financial analytical services. This includes tracking commission structures and rates while ensuring that they match commission data paid out to Agent Owners on a monthly basis. The right candidate can ensure the tracking of pass-through charges in Salesforce for all field Agents is accurate and up to date, while maintaining and processing the Commissions Unidentified Log. The Commissions Financial Analyst will post daily transactions and ensure reports are processed in a timely manner to meet required deadlines. 

 Essential Job Duties: 

• Subject Matter Expert (SME) for understanding Commissions Data Pay Structures and Rates. 
• Run monthly reports and assist the Accounting and Commissions Manager with providing data analysis that explains key variances in commission structures
• Responsible for maintaining accurate field agent pass through charges and ensure tracking in Salesforce is accurate and up to date.
• Record monthly journal entries into the accounting software 
• Maintain reconciliations for unbilled report activity including detailed documentation to substantiate 
• Maintain Unidentified Log and implements 90 – 120 deadlines (including but not limited to):
  • Gathering commission statement copies, ensures data entry into AMS360, and UC log updated
• Enter and post daily transactions.
• Verify that transactions comply with financial policies, procedures
• Process reports after data entry.
• Assists in maintaining AAO office files (W-9’s / 1099’s).
• Interprets findings of Commission data using a variety of commonly used analytic practices and procedures
• Backup for the Accounting and Commissions Team Lead, (including but not limited to): 
  • Monthly “Not In” Commission reports to Agent Owners
  • Yearly Auditor commission files  
  • Other related duties as assigned

Education and Experience Requirements: 

• Bachelor degree in Business or the equivalent combination of education, training, or work experience.
• 2-4 years’ experience in Accounting/Finance or a related field with an emphasis on Financial Analysis
• Must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
• Knowledge of commonly used accounting and analytic concepts, practices, and procedures
• Salesforce experience preferred

Required Knowledge/Skills/Abilities: 

• Attention to detail and high level of accuracy
• Effective verbal and written communication skills
• Strong communicator; must be able to convey complex ideas in a clear and concise manner
• Able to meet deadlines
• Excellent interpersonal skills and self-motivator
• Team player; must be able to contribute to the team and rely on others to achieve objectives
• Experienced at managing own time, activities and resources
• Ability to handle confidential information and learn Brightway systems 
• Embrace and put into practice new concepts and skills

About Brightway Insurance

Founded in 2008, Brightway has grown to more than 300 locations across 32 states, serving customers in all 50 states. In 2021, the Jacksonville Business Journal named Brightway one of the Best Places to Work as well as one of the Fastest Growing Companies in Northeast Florida. Brightway also landed on the Inc. 5000 list for the 10th time in 2021. At Brightway’s corporate office, employees focus on delivering all-encompassing business support to franchise owners and world-class service to customers. Brightway’s successes have led to a major private equity investment that has infused the company with capital as well as data and analytics access, with the goal of accelerating growth and delivering new and exciting opportunities for its employees. Employees at Brightway enjoy: competitive salaries, market-leading paid time off, medical/dental/life/disability insurance, market-leading 401(k) plan with 4% company-match, tuition reimbursement (regardless of course of study), comprehensive paid training Most importantly, employees enjoy a collaborative, inclusive culture where they can build positive and supportive relationships with co-workers, customers and agents. Apply today to find out what makes Brightway different!

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