Accountant

Job Title: Accountant
Company: Peak Pro Financial
Location: Denver, CO (DTC)

About Peak Pro Financial
Peak Pro Financial is a premier Independent Marketing Organization (IMO) that partners exclusively with the nation’s top financial advisors. With over 20 years of unparalleled success in the insurance and financial services industry, we have cultivated a culture of elite “A” players who thrive on innovation, teamwork, collaboration, personal growth, and professionalism. Locally owned and operated, we offer unique tax-smart strategies, deep advanced planning expertise, proven marketing systems and unrivaled case management support that are instrumental to advisors’ success.

The Opportunity
If you are an accountant and have a track record of success managing payroll and sales commissions, this is your chance to join a powerhouse team. At Peak Pro, we don’t just want someone to manage the books; we want a strategic team player who takes ownership of their work. We arm you with the resources to identify and leverage technology and systems that will transform how we manage payroll and sales commissions.

You must be a self-starter and thrive in a fast-paced, high-energy, and collaborative environment. You shouldn’t be afraid to shake things up, challenge the status quo and proactively identify and implement new efficiencies.

Essential Duties and Responsibilities

System Optimization: Identify, implement and leverage modern technology and systems to streamline accounting processes.

Payroll & Commissions: Efficiently manage, track and process payroll, bonuses, and complex sales commissions.

Financial Management: Maintain accurate bookkeeping and financial records using QuickBooks and other apps that help you work smarter and more efficiently.

Strategic Analysis: Analyze financial metrics and sales data to help leadership make decisive, informed decisions.

Cross-Functional Collaboration: Work seamlessly across the company, communicating effectively with the CEO, leadership, managers, co-workers and advisors.

Confidentiality: Handle highly sensitive financial and personnel data with strict confidentiality and professionalism.

Project Management: Track multiple deadlines, multi-task effectively, and maintain flexibility to meet business goals.

Education & Knowledge

College education is preferred.

Strong foundational knowledge in accounting and bookkeeping.

Insurance and financial services industry knowledge/designations are a significant plus.

Experience

A minimum of 8-10 years of experience in accounting.

Proven and consistent track record of maintaining and managing payroll and sales commissions processes and systems.

Experience in adopting and transitioning to new accounting technologies and systems.

Human Resource experience a plus.

Skills & Qualifications

Tech-Savvy: High proficiency in QuickBooks, accounting and/or sales commissions apps, CRM software technology (i.e., HubSpot), and the Microsoft Office Suite (especially Excel).

Communication: Excellent written and verbal communication, negotiation, and solid listening skills. A professional appearance and demeanor are required.

Interpersonal Skills: Exceptional ability to build relationships, work well in a team environment.

Attention to Detail: Highly detail-oriented with exceptional time management and organizational skills.

Adaptability: Strong study habits and the ability to retain, apply, and communicate complex financial concepts.

Pay: $30,000.00 - $40,000.00 per year

Work Location: In person