Remote Financial Analyst, Retirement Plans & Benefits

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

Benefits offered by this job

Comprehensive benefits

Job summary

Winston Taylor LLP is seeking a Financial Analyst to prepare financial data for retirement benefit plans, including 401(k) and Cash Balance Plans. Responsibilities include reconciliations, analyses, and preparing schedules for audits and tax filings.

The role requires a Bachelor’s degree in finance or accounting, 2+ years in finance, and proficiency in Excel. The position is fully remote but must reside within a commutable distance to the firm’s office, with strong communication and

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, procedures, and principles 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 and complicated information in an easily understandable format.
• 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. Book journal entries in CMS/general ledger to record payment of these payroll deductions to Fidelity.
• Processes 401(k) contribution, Partner Profit Sharing contributions, and loan payroll deductions with Fidelity including regular payrolls and off cycle payrolls. Book journal entries in CMS/general ledger to record payment of these payroll deductions to Fidelity.

Skills

Excel proficiency

Financial analysis

Communication skills

Interpersonal skills

Attention to detail

Education

Bachelor's degree in finance or accounting

Tools

Aderant CMS Open

Job description

Winston Taylor LLP is seeking a Financial Analyst to prepare financial data for retirement benefit plans, including 401(k) and Cash Balance Plans. Responsibilities include reconciliations, analyses, and preparing schedules for audits and tax filings.

The role requires a Bachelor’s degree in finance or accounting, 2+ years in finance, and proficiency in Excel. The position is fully remote but must reside within a commutable distance to the firm’s office, with strong communication and