Summary
The Financial Analyst works with the Retirement team to execute Clarks retirement plan as part of its overall total rewards program. In this role you will have key responsibilities and make an impact on our business.
Responsibilities
Auditing (annual cycle)
Reconcile Year End data: HRIS to Vanguard
Prepare the non-discrimination compliance testing data in the rigorous and specific format required by Vanguard; Submit, revise, and resubmit the data until its clean
Review and audit Vanguards Match True Up calculations
Create/Assemble extensive reporting required for the annual audit; Research discrepancies and prepare responses throughout the audit (4-5 months long)
Quantitative/Technical
Calculate the annual Company Contribution
Ad hoc retirement-related payroll transaction review and reconciliation with Vanguard (accuracy of calculation and transmission)
Administration
Logistics for annual audit: schedule interview meetings, manage calendar
Logistics for in person Vanguard education meetings: plan with regional offices and jobsites, coordinate with Vanguard
Respond to participant inquiries
Ensure data quality and system configuration of the retirement plans in the HRIS are consistent with Vanguard requirements
Basic Qualifications
3-5 years of quantitative experience: finance, accounting, mathematics, or related area
Bachelors degree in finance, accounting, mathematics, quantitative analysis or related discipline preferred but not required
High attention to detail
High proficiency with Excel
High mathematical aptitude
401(k) or other retirement plan experience and general investment knowledge helpful
Vanguard background helpful
Workday experience helpful
Ability to maintain and secure confidential information
Self-starter, results oriented team player
Strong organizational skills, ability to multi-task and prioritize workload
Proficiency with Microsoft Office Suite
Alignment to Clark Standards of Excellence: Self-Motivated, Results Oriented, Adaptable, Team Player, Accountable, Ethical, Innovative, Resilient, Builds Relationships, Builds People / Teams & Followership, Sets Direction & Executes
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