About Renaissance Financial

Renaissance Financial is a comprehensive financial planning 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 set 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 team members.

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 card and bank statements, Advisor/Agency expenses, Fixed Asset Register, and various GL accounts.
• Review weekly Revenue files and enter in accounting software.
• 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 Finance, CFO, and CEO.

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.
• 5-7 years of progressive accounting experience required.
• CPA or CMA is 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 is a plus

Working Conditions

• Professional office environment.
• Standard 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.

Benefits and Incentives

• Employer Paid Medical Insurance.
• Generous employer contributions of up to 10% of team member eligible compensation annually.
• Potential for Annual Variable Compensation and Bonuses.
• Employer Licensing Coverage and Growth Opportunities.