Remote Financial Analyst: Retirement Plans & Reporting

Winston & Strawn LLP; Torch of Friendship (FL); Remote; USD 90,000 - 110,000; Full time

Job summary

Winston Taylor is seeking a Financial Analyst to prepare data for retirement plans, reconcile accounts, and assist in audits. This role is fully remote but must reside within a commutable distance to the firm.

The position requires 2+ years in finance/accounting, strong Excel skills, and experience with Aderant CMS Open. You will handle 5500 filings, plan contributions, and inter-system reconciliations.

Qualifications

• Bachelor's degree in finance or accounting.
• 2+ years of relevant finance or accounting experience.
• Proficiency in Microsoft Excel.

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. Resolve any issues. 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. Resolve any issues. Book journal entries in CMS/general ledger to record payment of these payroll deductions to Fidelity.
• Prepare and file annual benefit plan 5500's & SSA extensions with the IRS.
• Compiles contribution and loan information for staff and partner comparison reconciliation between Ulti and Fidelity for regular payrolls and off cycle payrolls.

Skills

Microsoft Excel

Aderant CMS Open

Oral and written communication

Interpersonal skills

Analytical skills

Education

Bachelor's degree in finance or accounting

Tools

Aderant (CMS Open)

Job description

Winston Taylor is seeking a Financial Analyst to prepare data for retirement plans, reconcile accounts, and assist in audits. This role is fully remote but must reside within a commutable distance to the firm.

The position requires 2+ years in finance/accounting, strong Excel skills, and experience with Aderant CMS Open. You will handle 5500 filings, plan contributions, and inter-system reconciliations.