Financial Plan Reporting Consultant

Vanguard; United States; Hybrid; USD 65,000 - 90,000; Full time

Job summary

Vanguard is seeking an analytical professional to prepare and review annual financial reporting packages and Form 5500 filings for clients, ensuring accuracy and compliance with ERISA and GAAP. You will communicate complex concepts clearly and collaborate with a global team to deliver timely results.

This role focuses on issue resolution, process improvement, and delivering a high-quality client experience while supporting project initiatives and cross-team efforts.

Qualifications

• Excellent verbal and written communication skills.
• Ability to influence and guide business partners, and exercise good judgement in decision making.
• Excellent organizational and time management skills with the ability to prioritize and multitask.
• Working knowledge of retirement plans and investment performance data.
• Minimum of two years related work experience include leading projects.

Responsibilities

• Prepares and reviews annual financial reporting packages, 5500s, 8955-SSAs, and SARs for Vanguard clients.
• Exhibits communication skills, both written and verbal, to address technical questions and create an exceptional client experience.
• Independently analyzes and resolves issues. Capable of identifying trends associated with challenges and works to eliminate process issues or gaps.
• Works collaboratively in a team environment with a focus on timely and accurate deliverables to clients.
• Provides training and technical guidance to a global team of administrators who prepare financial reporting packages and Form 5500 tax filings. This is in accordance with ERISA, the Department of Labor (DOL), and in conformity with Generally Accepted Accounting Principles (GAAP).
• Identifies improvement areas, automation solutions, and independently organizes and executes project plans to create win-win outcomes for Vanguard and clients. Provides direction and motivation to project team members and is accountable to deliver outcomes. Monitors, analyzes, and reports on project performance. Effectively communicates project status and updates to stakeholders, including appropriate elevation of issues.
• Builds trust and holds self and teammates accountable for team outcomes.
• Participates in special team / cross-team projects and performs other duties as assigned.

Skills

Excellent verbal and written comms

Influence & guidance

Time management

Retirement plans knowledge

Lead projects (2+ yrs)

Education

Undergraduate degree or equivalent

Job description

Core Responsibilities

• Prepares and reviews annual financial reporting packages, 5500s, 8955-SSAs, and SARs for Vanguard clients.


• Exhibits communication skills, both written and verbal, to address technical questions and create an exceptional client experience.


• Independently analyzes and resolves issues. Capable of identifying trends associated with challenges and works to eliminate process issues or gaps.


• Works collaboratively in a team environment with a focus on timely and accurate deliverables to clients.


• Provides training and technical guidance to a global team of administrators who prepare financial reporting packages and Form 5500 tax filings. This is in accordance with ERISA, the Department of Labor (DOL), and in conformity with Generally Accepted Accounting Principles (GAAP).


• Identifies improvement areas, automation solutions, and independently organizes and executes project plans to create win-win outcomes for Vanguard and clients. Provides direction and motivation to project team members and is accountable to deliver outcomes. Monitors, analyzes, and reports on project performance. Effectively communicates project status and updates to stakeholders, including appropriate elevation of issues.


• Builds trust and holds self and teammates accountable for team outcomes.


• Participates in special team / cross-team projects and performs other duties as assigned.

Qualifications

• Undergraduate degree or equivalent combination of training and experience


• Minimum of two years related work experience include leading projects


• Working knowledge of recordkeeping systems and functions


• Excellent verbal and written communication skills


• Ability to influence and guide business partners, and exercise good judgement in decision making


• Excellent organizational and time management skills with the ability to prioritize and multitask


• Working knowledge of retirement plans and investment performance data

Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.