We are seeking a talented individual to join our Marsh McLennan Agency’s Retirement Practice at Marsh. This role will be based in Urbandale and offers a hybrid work arrangement, requiring a minimum of six days per month in the office.
As an Accountant, you will play a key role in ensuring the accuracy and integrity of the organization’s financial operations while supporting the month-end close, reporting, and regulatory compliance processes. Working closely with cross-functional teams, you’ll help drive operational excellence through financial analysis, process improvements, and adherence to industry regulations. As MMA Retirement continues to expand through both acquisitions and strong organic growth – including an impressive 18% organic growth in 2026 – you’ll have the opportunity to contribute to special projects, support business growth initiatives, and make a meaningful impact in a collaborative, fast-paced environment.
If you enjoy solving complex accounting challenges and continuously improving processes, this is an exciting opportunity to grow your career!
We will count on you to:
- Execute the month-end closing process, including journal entries, bank reconciliations, and supporting documentation for all income statement and balance sheet accounts
- Process new client setups and other requests in the MMAS Operations mailbox for MMA Securities LLC (MMAS) and MMA Asset Management (MAM)
- Submit settlement of IOs for approval and Treasury processing; after obtaining Series 27 registration, serve as a Treasury wire releaser
- Record allocations and intercompany activities, including personnel cost and overhead allocations
- Respond to audit requests from FINRA, SEC, D&T, AML, Internal, and other stakeholders as needed
- Convert new acquisitions onto the MMAS platform
- Prepare detailed month-end management reports and variance analysis
- Collaborate with the Financial and Operations Principal and Accounting Manager to develop efficient accounting and operational policies and procedures that ensure compliance with FINRA/SEC regulations, with an emphasis on SOX controls and operational excellence
- Assist the Financial and Operations Principal and Accounting Manager with special projects and new initiatives
What you need to have:
- Bachelor’s degree
- 5+ years of experience in accounting with working knowledgeable of US GAAP
- Series 27 license required within 9 months of hire date, if not already obtained
- Strong communication skills, with the confidence to work with colleagues at all levels; this role interfaces with senior management, Retirement Practice business leaders, advisors/registered representatives, carrier and mutual fund company representatives, back-office personnel (Finance, Compliance, Legal, Treasury), and internal/external auditors
- Persistence in the face of resistance or obstacles, with strong convictions
- High organization and attention to detail, as accuracy is essential in our “to the penny” and highly regulated environment
- Resourceful, takes initiative, and critical thinking skills to solve problems
- Proficiency in Excel and working knowledge in MS Office
What makes you stand out?
- Registered Investment Advisor or Broker-Dealer experience
- Audit experience
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit corporate.marsh.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.