Remote Financial Analyst: Retirement Plans Specialist

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

Job summary

Winston Taylor, a transatlantic law firm, is seeking a Financial Analyst to prepare financial data for retirement benefit plans, including 401(k) and Cash Balance plans. The role involves reconciliations, reports, contributions, withdrawals, and aiding in annual audits.

Requirements include a finance/accounting degree, 2+ years of experience, and strong Excel skills. The position is fully remote but within commuting distance to the firm's office in the United States.

Qualifications

• Bachelor's degree in finance or accounting is required.
• 2+ years of relevant finance or accounting experience is required.
• Proficiency in Microsoft Excel is required.
• Excellent oral and written communications skills are essential.
• Strong interpersonal and negotiating skills are required to communicate with all levels of firm personnel.

Responsibilities

• Prepare monthly and quarterly retirement plan reconciliations and reports.
• Process contributions and withdrawals for 401(k) and Cash Balance plans.
• Assist with annual retirement plan audits and 5500 filings.
• Prepare and file tax returns and SSA/IRS schedules as needed.
• Maintain plan documentation and intranet postings.

Skills

Finance experience

Excel proficiency

Communication skills

Interpersonal skills

Attention to detail

Education

Bachelor's degree in finance or accounting

Tools

Aderant CMS Open

Job description

Winston Taylor, a transatlantic law firm, is seeking a Financial Analyst to prepare financial data for retirement benefit plans, including 401(k) and Cash Balance plans. The role involves reconciliations, reports, contributions, withdrawals, and aiding in annual audits.

Requirements include a finance/accounting degree, 2+ years of experience, and strong Excel skills. The position is fully remote but within commuting distance to the firm's office in the United States.