Staff Accountant

Northwestern Mutual - Cleveland, OH


Assist in network office financial responsibilities for Risk, IPS and SEBS business. Activities include:

- Accounts payable/reimbursements. Pay network office bills and properly plan cash flow so expenses are paid in a timely fashion. Maintain accurate files of invoices and other source documents.

- Payroll. Aggregate payroll inputs, pay necessary state/federal taxes as well as benefit plans and support annual W2 statements.

- Financial representative commissions. Pay financial representatives commissions for Risk, IPS and SEBS. Recover financial representative debt on a timely basis. Aid with annual 1099 statements for financial representatives.

- Accounting system entry. Throughout the month, make entries into the accounting system, using proper double-entry accounting procedures and complete input on a timely basis for month-end and year-end accounting.

- Manage the transfer of funds between Risk, IPS, SEBS and district offices.

- Reconcile bank accounts including Risk, IPS, SEBS and premiums in escrow account monthly. May also include the reconciliation of district office bank accounts.

- Run monthly financial statements, Financial Representative P&Ls as well as daily sales report.

- Aid in the creation and implementation of annual network and district office budgets.

- Prepare information for outside accountant to complete tax returns.

- Educate new financial representatives on how their compensation is paid through commissions, fees and bonuses.

- Assist with ad hoc financial analyses as needed.


- Bachelors degree in Finance or Accounting.

- Proficiency in the use of Microsoft Office, specifically Excel, and technological savvy.

- Knowledge of standard accounting software programs, including QuickBooks personal finance software, preferred.

- Detail oriented.

- Strong presentation, persuasion, problem solving, oral and written communication skills.

- Strong people skills.

- Strong personal code of ethics, including maintaining confidentiality.

- High self-motivation and strong organization skills. Manage and prioritize multiple tasks.

- Ability to adapt and learn in a fast-paced and dynamic work environment.

- Team player and positive attitude.

Job Type: Full-time


  • Cleveland, OH (Required)

Work authorization:

  • United States (Required)