When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity: 

Essential Duties and Responsibilities (include but are not limited to):

• Develop a masterful understanding of the Company’s primary brokerage commission revenue stream and OneDigital’s tracking of monthly commission receipts to estimate and accrue revenue at detailed level to specific P&Ls
• Assist with the revenue recognition process for other lines of business, including retirement & wealth, consulting, broker dealer, and property & casualty
• Assist with the monthly AR estimate and review process
• Ensure AR and other revenue-related accounts are reconciled fully on a monthly basis, and all reconciling items are properly investigated
• Partner with Regional Finance Leaders to provide relevant reporting and insightful data to be utilized in driving organic revenue growth
• Provide ongoing analysis of developing revenue trends at various levels of organization to include development of routine metrics (to include AR aging)
• Interface with offices to investigate revenue discrepancies and communicate accounting adjustments
• Guide the development and implementation of new procedures and features to enhance the workflow of the department
• Perform other tasks as required

Qualifications, Skills and Requirements:

• Strong organizational, analytical and interpersonal skills
• Strong verbal and written communication skills
• Ability to maintain confidentiality
• Ability to thrive in a fast-paced environment
• Ability to work effectively across multiple internal functional groups
• Ability to make accurate, independent decisions based on data provided
• Self-motivated to learn new concepts and participate in new projects

Education, Training and Experience:

• Bachelor’s degree in Accounting, Finance, or related area
• CPA preferred
• Expert level of proficiency with Microsoft Excel
• Experience with Microsoft Office D365, QuickBooks and Workday preferred
• 2-5 years of experience in a similar financial position
• Big 4 experience preferred
• Experience with insurance brokerage operations, highly desired but not required

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!