Group Insurance Finance Analyst - Remote

Mutual of Omaha; Omaha (NE); Remote; USD 75,000 - 87,000; Full time

Job summary

A leading insurance company is seeking a Finance Analyst to manage compliance reporting for employee benefit plans, specifically IRS Form 5500. This role offers a salary of up to $75,000, a flexible remote work option, and opportunities for career growth. The ideal candidate has strong finance knowledge, problem-solving skills, and the ability to work in a team-oriented environment.

Benefits

401(k) plan with company match

Work-life balance

Career advancement opportunities

Qualifications

• Strong knowledge of finance procedures, preferably in an insurance industry.
• Ability to deal with ambiguity and influence change.

Responsibilities

• Lead preparation and submission of IRS Form 5500 for employee benefit plans.
• Monitor the group inbox and respond to customer requests.
• Support process improvements for compliance reporting.

Skills

Knowledge of finance procedures

Problem-solving skills

Ability to create efficiencies

Self-driven

Judgment-making abilities

Education

Advanced degree in finance or equivalent experience

Job description

Overview

Employer Industry: Insurance

Why consider this job opportunity

• Salary up to $75,000, plus annual bonus opportunity
• 401(k) plan with a 2% company contribution and 6% company match
• Work-life balance with vacation, personal time, and paid holidays
• Opportunity for career advancement and professional development
• Flexible remote work option available with the requirement for a high-speed internet connection
• Supportive culture that values diversity, inclusion, and innovative thinking

What to Expect

• Lead the preparation, review, and submission of IRS Form 5500 for employee benefit plans in compliance with ERISA and IRS regulations
• Ensure timely and accurate submission of annual reports, schedules, and attachments required by the IRS and Department of Labor
• Monitor the group inbox and respond to customer requests in a timely and professional manner
• Maintain up-to-date knowledge of ERISA, IRS, and DOL requirements for employee plan reporting
• Support process improvements and automation initiatives to enhance efficiency and accuracy in compliance reporting

Qualifications

• Strong knowledge of finance procedures, preferably in an insurance industry finance environment
• Demonstrated ability to think outside the box and create efficiencies for the team
• Strong problem-solving and judgment-making abilities
• Self-driven with the ability to deal with ambiguity and influence change with peers and business partners
• Ability to establish deadlines and execute them

Preferred Qualifications

• Advanced level degree or equivalent experience in a finance-related field
• Understanding of IRS Form 5500 and ERISA requirements for insurance business processes
• Designation specific to the finance field

#Insurance #FinanceAnalyst #RemoteWork #CareerGrowth #DiversityAndInclusion

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.