About Renaissance Financial
Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. Our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our employees.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to provide support and perform tasks for the Finance Department.
Primary Responsibilities
- Monthly reconciliation of corporate credit cards and bank statements, Advisor/Agency expenses, Fixed Asset Register, and various GL accounts.
- Assist in preparation of Monthly closing file, financial reporting package for executives and quarterly shareholder reports.
- Assist in Year End closing entries and payments.
- Process electronic payments.
- Process various Advisor expenses.
- Partner with external accountants in the annual financial statement audit.
- Analysis of various income statement trends with respect to expenses as well as expense variance to budget.
- Perform miscellaneous tasks for the Accounting Manager, Director of Accounting, Chief Financial Officer.
Other duties may be assigned to meet the business needs.
Essential Characteristics
- High level of interpersonal skills to handle sensitive and confidential situations.
- This position requires demonstrated poise, tact and diplomacy.
- Ability to interact and communicate with individuals at all levels of the organization.
- Work requires attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlines.
- Work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Education, Training & Experience
- BS – Business Administration with Accounting emphasis.
- 3-5 years of progressive Accounting experience required.
- CPA or CMA a plus.
Computer Equipment and Software
- Proficiency in the use of computer programs for:
- Microsoft Office Suite Above average proficiency in Excel
- Access experience a plus
- One or more general ledger systems
- Salesforce experience a plus
Working Conditions
- This position is in-office, in a professional business environment.
- Standard 40-hour work week
- We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.â¯
Benefits and Incentives
- Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).â¯
- Employer Paid Medical Insurance.
- Potential for Annual Variable Compensation and Bonuses.
- Employer licensing coverage and growth opportunities.