Remote Retirement Plan Financial Analyst

Winston Taylor LLP; Miami (FL); Remote; USD 90,000 - 110,000; Full time

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 cover reconciliations, contributions, withdrawals, audits, and tax filing with Fidelity and BAML.

The role requires a finance/accounting degree, 2+ years of experience, and expert Excel skills. This position is fully remote but requires residency within commuting distance to the firm’s office.

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.
• Experience with Aderant (CMS Open) and accounting systems is preferred.
• Role is fully remote but must reside within a commutable distance to the firm’s office.

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 and records in CMS/general ledger.
• Processes 401(k) contributions and related deductions with Fidelity and records in CMS/general ledger.
• Prepare and file annual benefit plan 5500’s & SSA extensions with the IRS.
• Compile contribution and loan information for staff and partner comparison reconciliation.
• Update 401(k) Activity and Balances and Fund Performance Report for committee meetings.
• Post monthly Fund Performance to Firm’s intranet and distribute Firmwide reports.
• Review and process quarterly Fidelity invoices and related reimbursements.
• Assist with updating annual Summary Plan Descriptions and related guides.
• Prepare monthly Cash Balance Plan reports and reconciliations with Willis Towers Watson and BAML.
• Prepare monthly Cash Balance Plan reconciliation between participant accounts and BAML.
• Compile Cash Balance Plan distributions and distribute forms; resolve issues with BAML.
• Organize partner statements for annual Cash Balance Plan withdrawals.
• Distribute quarterly Cash Balance Plan statements to participants.
• Analyze monthly and quarterly Cash Balance Plan invoices from BAML and resolve issues.
• Assist in annual Firm audits and Retirement Plans audits with required schedules and reports.
• Assist in annual 401(k) tax filing and Schedule of Assets with IRS.
• Assist in review of Summary Annual Reports for the 401(k) Plan distribution to participants.
• Update CTR site with 401(k) 5500s and SSA’s and misc items.
• Analyze quarterly reconciliations for 401(k) suspense/forfeiture accounts.
• Prepare schedules for annual Firm financial audit and tax returns related to 401(k) and Cash Balance Plans.
• Assist with miscellaneous analysis projects and retirement plan surveys.
• Maintain updated procedure documentation for all areas of responsibility.
• Assist with related special projects.

Skills

Excellent oral and written comms

Interpersonal and negotiating skills

Strong organizational skills

Education

Bachelor’s degree in finance or accounting

Tools

Microsoft Excel

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 cover reconciliations, contributions, withdrawals, audits, and tax filing with Fidelity and BAML.

The role requires a finance/accounting degree, 2+ years of experience, and expert Excel skills. This position is fully remote but requires residency within commuting distance to the firm’s office.