CrawlJobs Logo

Operations Accountant Associate

sammonsfinancialgroup.com Logo

Sammons Financial Group

Location Icon

Location:
United States , West Des Moines

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

40223.00 - 67039.00 USD / Year
Save Job
Save Icon
Apply Position

Job Description:

Manage cash matching activities and reconciliation processes to ensure the accuracy of cash flows and resolve discrepancies. Batch trades for processing and develop a deep understanding of various investment vehicles such as fixed income, equities, derivatives and bank loans. Assist in preparing audit reports and contribute to the enhancement of operational efficiency in collaboration with both the accounting and reporting teams. Play a critical role in optimizing the investment operations and maintaining integrity of financial data.

Job Responsibility:

  • Manage cash matching activities and reconciliation processes to ensure the accuracy of cash flows and resolve discrepancies
  • Batch trades for processing and develop a deep understanding of various investment vehicles such as fixed income, equities, derivatives and bank loans
  • Assist in preparing audit reports and contribute to the enhancement of operational efficiency in collaboration with both the accounting and reporting teams
  • Play a critical role in optimizing the investment operations and maintaining integrity of financial data
  • Perform cash matching activities to ensure accurate tracking of outgoing cash flows related to investment transactions
  • Conduct reconciliation processes daily identify and resolve and discrepancies between internal records and bank statements
  • Batch trades efficiently, preparing them for processing while ensuring accuracy in the transaction data
  • Develop a foundational understanding of various investment vehicles including fixed income, equities, derivatives and bank loans
  • Learn the transactional functions and operational aspects of different investment types including the key details of security master setup and income calculation
  • Contribute to the improvement of operational processes to enhance overall efficiency, accuracy and productivity
  • Facilitate the investigation and resolution of operational issues as they arise which includes working with various investment managers and custodians to ensure minimal impact on daily operations
  • Ensure strict adherence to internal control policies to maintain integrity and security of financial data
  • Utilize various financial systems and software tools to execute responsibilities with high precision
  • Compile and analyze operational data for reporting purposes, supporting the various Investment Accounting teams
  • Establish productive working relationships within the team and across departments to foster a collaborative work environment
  • Support the development and growth of the team through cross-training and procedural reviews
  • Engage in continuous education and training to stay abreast with industry best practices
  • begin to learn financial regulations
  • Work overtime, when required, to meet team deadlines during peak periods of month-end, quarter-end and year-end cycles
  • Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity)
  • Other duties as assigned

Requirements:

  • Bachelor's Degree in Accounting, Finance or Business Management Preferred
  • 1 year experience in bookkeeping, data entry, accounting and/or controls over financial reporting Preferred
  • Ability to analyze financial data and identify discrepancies quickly and accurately
  • Meticulousness in handling financial transactions, reconciliation and reporting to ensure accuracy and compliance with internal and regulatory standards
  • Capability to efficiently resolve discrepancies and operational issues that arise, ensuring minimal impact on daily operations and financial integrity
  • A foundational grasp of various investment vehicles or a strong desire to learn
  • Strong quantitative skills to accurately conduct reconciliations and trade batching
  • Demonstrated ability to work effectively within a team setting, collaborating with other departments to gather insights, resolve issues and contribute to projects
  • Excellent oral and written communication skills to clearly convey information and interact with team members and managers
  • Strong capability to manage multiple tasks and priorities efficiently, maintaining organization and attention to detail even under pressure
  • Proficiency with the Microsoft Office Suite (especially Excel) and the ability to quickly adapt to new technologies
  • Some travel to Sammons Financial Group office locations and conferences may be required
What we offer:
  • Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
  • Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
  • Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
  • Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
  • Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
  • Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
  • An ownership culture that inspires
  • join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Additional Information:

Job Posted:
April 25, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Sammons Financial Group - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Operations Accountant Associate

Senior Accounting & Operations Associate

We're looking for a Senior Accounting & Operations Associate who can drive effic...
Location
Location
United States , New York
Salary
Salary:
120000.00 - 140000.00 USD / Year
findigs.com Logo
Findigs
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of relevant experience in accounting or finance, with exposure to high-growth startups, SaaS, or technology companies
  • Strong technical accounting knowledge (US GAAP) with experience in month-end close, reconciliations, and financial reporting
  • Experience with AP/AR, cash management, and general ledger processes
  • Experience with financial systems (ERP, expense management, or reporting tools) and a track record of implementing or improving them
  • A process-oriented mindset and a passion for building scalable solutions that grow with the business
  • Exceptional attention to detail with the ability to balance precision and efficiency in a fast-moving environment
  • Strong project management and communication skills
  • you bring clarity, structure, and collaboration to complex problems
  • A team-first approach with a willingness to roll up your sleeves — no task is too small
Job Responsibility
Job Responsibility
  • Own core accounting processes including month-end close, reconciliations, journal entries, and variance analysis
  • Partner with leadership to improve financial visibility through reports, forecasts, and performance analysis that support strategic decision-making
  • Partner with external accountants and auditors to ensure compliance with GAAP and other regulatory requirements
  • Support tax compliance, audit readiness, and ensure proper documentation of policies and procedures
  • Manage the end-to-end Accounts Payable and expense management function utilizing tools like Ramp/similar SaaS, ensuring compliance with approval workflows and internal policies
  • Support the continuous optimization and automation of the AP function
  • Collaborate with the Product team to design an ideal customer experience for flow of funds
  • Partner with Customer Success and Sales to refine the order-to-cash operations (including billing systems like Stripe) and promote strong internal controls
  • Monitor accounts receivable and perform collections follow-up, leveraging collections automation software to ensure timely cash flow
  • Actively assist in drafting and maintaining accounting policies, narratives, and process documentation to create a strong foundation for the internal control environment
What we offer
What we offer
  • Competitive base salary + Pre-IPO equity
  • Flexible Paid Time Off (PTO) policy, plus company holidays
  • Health benefits
  • 401(k) matching up to 4%
  • Monthly gym stipend
  • Lunch provided every day
  • Fulltime
Read More
Arrow Right

Partnership Operations Associate

We're looking for a Partnership Operations Associate to help engage and manage o...
Location
Location
India , Bangalore
Salary
Salary:
Not provided
ethoslife.com Logo
Ethos
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Ability to work through ambiguity and in a hyper-growth sales environment
  • Consistent track record of meeting and exceeding goals
  • Strong interpersonal skills, with the ability to identify and provide comprehensive solutions for varying partner needs
  • Excellent communication and project management skills
  • Self-starter attitude with a bias for impact and ability to thrive in a fast-paced, autonomous team environment
  • Prior enterprise partnerships experience is preferred, but not required
  • Prior experience in life insurance is a plus, but not required
  • Tech stacks: Slack, Google Sheets/Docs/Slides, Microsoft Office, etc.
Job Responsibility
Job Responsibility
  • Work closely with strategic distribution account owners to provide sales content/resources/tools, distribution partner onboarding, training, and account management for Ethos’ platform
  • Work closely with strategic distribution account owners to demonstrate Ethos’ value to distribution partners and effectively differentiate, sell, and drive adoption of the Ethos solution
  • Serve as the internal point-of-contact for strategic distribution account inquiries and ensure strategic distribution partners at all levels have a positive user experience
  • Be the voice of the strategic distribution partners to internal stakeholders - translate their needs and advocate on their behalf
Read More
Arrow Right

Finance Operations Associate

This role is fundamental in ensuring the accuracy, regulatory compliance, and ef...
Location
Location
Chile , Santiago
Salary
Salary:
Not provided
topsort.com Logo
Topsort
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–5 years of experience in accounting, tax, or finance roles with an operational focus
  • Bachelor's degree in Accounting, Finance, or a related field is required
  • Proven experience working with the accounting, tax, and compliance regulations of multiple Latin American countries (ideally Chile, Brazil, Colombia, Argentina, and/or Mexico)
  • Robust operational experience with an ERP system, ideally NetSuite, including GL management, Journal Entries, and reconciliations
  • knowledge of accounting theory and local compliance principles
  • Ability to be an excellent contact point and administrator of third parties, with strong written and verbal communication skills to describe accounting systems and processes
  • Ability to navigate a dynamic startup environment, take ownership in building structure, and establishing foundational processes
  • Fluency in Spanish (native or advanced) and intermediate or advanced English (for collaboration with global teams). Portuguese is a plus
Job Responsibility
Job Responsibility
  • Act as the main contact and administrator for third-party accounting and tax firms in Chile, Brazil, Colombia, Argentina, and Mexico, ensuring the timely and accurate delivery of information
  • Monitor and ensure the correct and timely fulfillment of tax obligations (taxes, declarations) in each LATAM country, understanding and reconciling the regulatory differences between jurisdictions
  • Understand the context and substance of the company's accounting to review and validate reports and information generated by third parties
  • Actively operate the NetSuite (Oracle ERP) system, including performing Journal Entries by country and maintaining and reconciling the General Ledger (GL)
  • Collaborate and, potentially, lead the gradual transition from outsourced services models towards internalizing key processes within the ERP
  • Actively participate in the continuous improvement, stabilization, and optimization of NetSuite workflows and functionalities to support company growth
  • Support business areas (e.g., Customer Success) with the necessary requirements for registering the company as a vendor with new clients in LATAM and complying with their procurement processes
  • Ensure timely invoicing to clients, managing compliance with the local regulations required for issuing valid invoices
  • Record or follow up on Accounts Payable (AP) and payment proposals
  • Support the collection process, tracking client invoices in LATAM that are nearing their due date
Read More
Arrow Right

Financial Operations Associate

The FOA will provide detailed accounting/bookkeeping support and work directly w...
Location
Location
United States
Salary
Salary:
Not provided
supportingstrategies.com Logo
Supporting Strategies
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance or related discipline required
  • At least five (5) years’ practical bookkeeping/accounting experience required
  • Must be authorized to work in the U.S.
  • 5+ years of transactional accounting work in a professional environment required
  • Experience using QuickBooks and/or similar cloud-based accounting software for/in a professional organization
  • Capacity and commitment to work 20-30 hours a week
  • Confidence in learning and embracing new technology to solve issues
  • Strong written and verbal communication skills
  • Willingness to follow established policies and procedures consistently and accurately
  • A passion for and sense of personal satisfaction in delighting clients and helping businesses succeed
Job Responsibility
Job Responsibility
  • Demonstrate a thorough understanding of professional accounting and bookkeeping practices
  • Stay current on the latest cloud-based accounting technology
  • Support client onboarding process for all assigned client engagements in accordance with defined process
  • Execute, as applicable, processes related to accounts payable and accounts receivable management, accounting entries, closing the books monthly as well as preparing financial reporting and analysis. May also include payroll, HR administration and special projects as assigned
  • Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication, delivery on deadlines and stellar accounting support
  • Manage day-to-day relationships with clients while performing within established processes and budget parameters
  • Identify and recommend to your manager areas where Supporting Strategies may be able to provide additional services or tools to drive additional client value and efficiency
  • Embrace coaching and feedback provided by your manager and implement changes as needed to help meet team and client goals
What we offer
What we offer
  • Remote, work-from-home opportunities
  • Flexibility that allows for a very comfortable work/life balance
  • Variety to tasks
  • Daily interactions with team members and clients
  • Parttime
Read More
Arrow Right

Accounts Receivable Associate

We are in search of an Accounts Receivable Associate to become part of our team ...
Location
Location
United States , Houston
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 3 years' experience in an Accounts Receivable role or similar
  • Proficiency in account reconciliation and managing Accounts Receivable (AR)
  • Skilled in cash applications and commercial collections
  • Familiarity with Microsoft Excel, demonstrating the ability to manage and analyze data
  • Experience with MRI is a requirement
  • Strong attention to detail, ensuring accuracy in all financial tasks
  • Excellent communication skills, with the ability to interact professionally with clients and team members
  • Ability to multitask and prioritize responsibilities in a fast-paced environment
  • Demonstrated problem-solving skills, with a proactive approach to identifying and resolving issues
  • Associates degree in Accounting, Finance, or related field is preferred
Job Responsibility
Job Responsibility
  • Manage tenant rent payments and ensure all payments are processed in a timely manner
  • Keep track of all outstanding invoices and actively work on collecting overdue balances
  • Maintain precise financial records to facilitate smooth cash flow operations
  • Regularly communicate with tenants regarding past due accounts for effective collection
  • Implement collection strategies in line with company policies and procedures
  • Utilize Microsoft Excel and MRI for efficient data management and account reconciliation
  • Monitor customer accounts and take necessary action when required
  • Handle cash applications and commercial collections effectively
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire a Senior Assoc...
Location
Location
United States , Chicago
Salary
Salary:
80000.00 - 95000.00 USD / Year
heitman.com Logo
Heitman
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Accounting, Finance, or Real Estate
  • 2 to 4 years of experience
  • Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
  • Strong project and time management skills
  • Ability to work in a fast-paced environment
  • Commitment and willingness to manage competing (sometimes tight) deadlines
  • Strong team player and collaboration skills to support working together across multiple functional departments
  • Motivated by independent and team-oriented successes
  • Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
  • Strong verbal and written communication skills
Job Responsibility
Job Responsibility
  • Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
  • Learning how to calculate property and debt valuations as well as investment performance metrics
  • Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
  • Reviewing financial statements, supporting schedules, and related footnotes
  • Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management
What we offer
What we offer
  • bonus eligible
  • participate in a generous annual bonus plan
  • competitive compensation
  • leading-edge, human-centric benefits package
  • Fulltime
Read More
Arrow Right

Associate, Financial Operations & Analysis

Our Financial Operations & Analysis department is looking to hire an Associate t...
Location
Location
United States , Chicago
Salary
Salary:
70000.00 - 80000.00 USD / Year
heitman.com Logo
Heitman
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Accounting, Finance, or Real Estate
  • 0 to 2 years of experience
  • Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
  • Strong project and time management skills
  • Ability to work in a fast-paced environment
  • Commitment and willingness to manage competing (sometimes tight) deadlines
  • Strong team player and collaboration skills to support working together across multiple functional departments
  • Motivated by independent and team-oriented successes
  • Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
  • Strong verbal and written communication skills
Job Responsibility
Job Responsibility
  • Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities
  • Learning how to calculate property and debt valuations as well as investment performance metrics
  • Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations
  • Reviewing financial statements, supporting schedules, and related footnotes
What we offer
What we offer
  • Bonus eligible and participate in a generous annual bonus plan
  • Competitive compensation
  • Leading-edge, human-centric benefits package
  • Fulltime
Read More
Arrow Right

Accounts Receivable Associate

We are seeking an Accounts Receivable Associate to join our rapidly growing clie...
Location
Location
United States , Collierville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 2 years of experience in an Accounts Receivable role or similar
  • Proficiency in Account Reconciliation
  • Experience with Accounts Receivable (AR)
  • Strong skills in Billing procedures
  • Proficiency in Cash Applications
  • Experience with Cash Collections
  • Knowledge of Commercial Collections
  • Proficient in Microsoft Excel
  • Experience with Oracle financial software
  • Familiarity with QuickBooks accounting software
Job Responsibility
Job Responsibility
  • Ensure accurate and efficient processing of customer credit applications
  • Maintain comprehensive and accurate records of all customer credit details
  • Address and resolve any customer inquiries related to their accounts
  • Monitor customer accounts regularly and take necessary actions when required
  • Oversee the daily invoicing process and ensure its smooth operation
  • Collaborate effectively with the region's operations staff to facilitate communications
  • Assist in managing the weekly sales closing process for the region
  • Work closely with the Collections department to address any customer invoicing issues
  • Process daily credits and debits in a timely manner
  • Collaborate with other Accounts Receivable and Accounting departments as necessary
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right
Remote jobs Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog Salaries Tools About Us FAQ Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy