Accounting Assistant

This position is part of the Finance Team handling the accounting activities for NFP CA and other assigned offices in the Western Region.

Essential duties and responsibilities include:

  • Assisting with the accurate accounting of revenue through:
    • Recording, maintaining and reconcile corresponding check logs.
    • Reviewing, processing and analyzing carrier commission statements
    • Development and maintenance of a “commission audit program”
    • Preparation and distribution of producer statements
    • Preparation of referral payments and any intercompany payments
    • Assist with research, preparation and processing of Salesforce adjustments
  • Providing support for license and compliance activities by:
    • Working with NFP Corporate Licensing to standardize and track licensing process for designated offices
  • Assist with Book of Business transfers
    • Provide detailed updates on current/upcoming/in-process transfers
  • Other duties as assigned.

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