Bank Reconciliation & Cash Data Specialist
Posted about 2 months ago
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Bank Reconciliation & Cash Data Specialist to their team in Destin, FL.
The Bank Reconciliation & Cash Data Specialist plays a key role in the Accounting department by managing high volumes of financial data, performing daily cash account reconciliations, entering journal entries, and coordinating banking activities with insurance carriers. This position collaborates closely with internal teams such as Accounts Receivable, Direct Bill, and Vendor Payables to ensure accuracy and efficiency across financial operations.
Essential Functions:
- Support monthly and annual close processes by performing bank reconciliations.
- Reconcile cash accounts regularly to ensure accuracy and compliance with accounting standards and regulatory requirements; identify and correct discrepancies as needed.
- Verify and maintain accurate direct deposit information, making updates when necessary.
- Collaborate with other accounting teams to ensure smooth financial operations and data integrity.
- Analyze financial data to ensure completeness and accuracy in reporting.
Competencies & Qualifications:
- Proficiency in Microsoft Excel at an intermediate level.
- Ability to analyze financial data, identify inconsistencies, and implement effective solutions to ensure accuracy and integrity.
- Solid understanding of technical accounting principles, financial recordkeeping, and bookkeeping practices.
- Strong math skills to accurately calculate and verify financial data with minimal errors.
- Strong interpersonal skills to collaborate with colleagues across various departments and levels within the organization.
Education & Experience:
- 2–5 years of experience in general ledger accounting or data processing.
Disclaimer:
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
Other open roles at Foundation Risk Partners(6)
Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.
Key team members
Ed Lopusznick
Liza Moran
Stephanie Coy
Dave Shumate
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