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Title

Commissions Accountant 

Division CUSO Financial Services, L.P.  
Position Commissions Accountant  
Location CFS and SPF Home Office - San Diego, CA  
Full-Time/Part-Time Full-Time  
Description

CUSO Financial Services, L.P. is looking for a Commissions Accountant to join our fun and successful organization. Our company culture fosters and encourages innovation and growth by promoting openness, flexibility, and an entrepreneurial spirit.

This position will be responsible for calculating commission payouts and maintaining data reports.

Position duties include but not limited to:

  • Reconcile bank deposits, i.e. DTCC, ACH, and Wires
  • Calculates managed programs commissions for Financial Institution and Financial Advisor payouts
  • Ensures correct percentages of payouts in the commissions system
  • Work with Accounting by providing document support and processing needed tasks to close the previous accounting month successfully
  • Prepare CFS/SPF payout processes for Supervisor/Manager review
  • Verifies and prepares annual and monthly license renewals in the commission system
  • Reconciles errors and client adjustments.
 
Position Requirements

Requirements:

  • Associate's degree (A. A.) or equivalent from two-year College or technical school or 1+ years related experience and/or training; or equivalent combination of education and experience.
  • Commission/Accounting knowledge preferred.
  • Intermediate to Advanced Excel and Word experience required, including pivot-tables, macros, vlookup, formulas, etc.
  • Demonstrated problem solving and analytical skills, including analyzing data
  • Must be able to work well in a team environment
  • Must have good organizational, time management and effective communication skills

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2270529

CUSO Financial Services, L.P. offers a rewarding career path and potential for advancement as well as good benefits and a solid work/life balance. Our collaborative culture offers community through shared goals and strong work ethics. CUSO recognized as one of the Best Places to Work in San Diego and one of San Diego’s Healthiest Companies. As a result, we have many long-term employees who know our processes and efficiency goals so you will get to work with knowledgeable experts and top talent who believe in leading the industry through a high tech/high touch approach. To learn more about CFS, please visit www.cusonet.com.

EOE

 

This position is currently accepting applications.

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