Remote Financial Analyst - Retirement Plans

Winston & Strawn LLP; Dallas (TX); Remote; USD 90,000 - 110,000; Full time

Job summary

Winston Taylor seeks a Financial Analyst to prepare financial data for retirement plans, including 401(k) and Cash Balance Plans. Responsibilities cover reconciliations, contributions, withdrawals, audits, and tax filings, with a focus on accuracy and regulatory compliance.

The role supports retirement plans and requires strong Excel skills, familiarity with CMS Open, and experience with reconciliation processes across payroll systems.

Qualifications

• Bachelor's degree in finance or accounting required.
• 2+ years of relevant finance or accounting experience required.
• Proficiency in Microsoft Excel required.
• Experience with Aderant (CMS Open) and knowledge of accounting systems preferred.
• This role is fully remote but must reside within a commutable distance to the applicable firm's office.
• Excellent oral and written communications skills, including the ability to organize and present detailed information.
• Strong interpersonal and negotiating skills required to communicate effectively with all levels of firm personnel.
• Ability to identify and analyze financial issues related to the financial statements.
• Strong organization skills and attention to detail.

Responsibilities

• Prepares monthly 401(k), Profit Sharing reconciliations between payroll and the general ledger.
• Prepares monthly 401(k) & Profit Sharing reconciliations between payroll & Fidelity.
• Processes Profit Sharing contributions for staff with Fidelity via uploading to Fidelity's website and records journal entries.
• Processes 401(k) contributions and related deductions with Fidelity and records journal entries.
• Prepare and file annual benefit plan 5500's & SSA extensions with the IRS.
• Compile contributions and loan information for staff and partner reconciliation.

Skills

Excel

Communication

Interpersonal skills

Attention to detail

Financial analysis

Analytical thinking

Education

Bachelor's degree in finance or accounting

Tools

Aderant (CMS Open)

Job description

Winston Taylor seeks a Financial Analyst to prepare financial data for retirement plans, including 401(k) and Cash Balance Plans. Responsibilities cover reconciliations, contributions, withdrawals, audits, and tax filings, with a focus on accuracy and regulatory compliance.

The role supports retirement plans and requires strong Excel skills, familiarity with CMS Open, and experience with reconciliation processes across payroll systems.