Financial Plan Reporting Lead (ERISA/GAAP)

The Vanguard Group; Malvern (Chester County); Hybrid; USD 65,000 - 95,000; Full time

Job summary

The Vanguard Group in Malvern is seeking a detail-oriented professional to prepare and review annual financial reporting packages and relevant ERISA filings. You will engage with clients directly, guiding a global team to ensure accurate, timely deliverables.

The role emphasizes issue resolution, process improvement, and collaboration across teams. Ideal candidates bring at least two years' experience leading projects, strong written and verbal communication, and solid knowledge of retirement

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Minimum of two years related work experience including 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.

Responsibilities

• Prepare and review annual financial reporting packages and Form 5500/8955-SSA/SARs for Vanguard clients.
• Address technical questions with clear written and verbal communication to deliver exceptional client experience.
• Independently analyze and resolve issues; identify trends and eliminate process gaps.
• Collaborate in a team environment to ensure timely, accurate deliverables.
• Provide training and guidance to a global team of administrators.
• Identify improvement areas and automation opportunities; lead project plans.
• Monitor, analyze, and report on project performance to stakeholders.

Skills

Project leadership

Verbal communication

Written communication

Time management

Organizational skills

Adaptability

Influence

GAAP knowledge

Education

Bachelor's degree or equivalent

Tools

Recordkeeping systems

Job description

The Vanguard Group in Malvern is seeking a detail-oriented professional to prepare and review annual financial reporting packages and relevant ERISA filings. You will engage with clients directly, guiding a global team to ensure accurate, timely deliverables.

The role emphasizes issue resolution, process improvement, and collaboration across teams. Ideal candidates bring at least two years' experience leading projects, strong written and verbal communication, and solid knowledge of retirement