Our client is a leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position is the perfect fit for someone who started their career in accounting and moved into FP&A. The position is a hybrid role with the expectation to be on-site 4 days/week near Fort Washington, PA.

Position Summary:

This position will be responsible for financial analysis including recurring monthly and quarterly reporting, as well as annual budget compilation. A strong background in accounting is preferred to ensure effective compliance with required reporting protocols. Additionally, provide administrative support of the FP&A planning and reporting system.

Responsibilities:

• Responsible for protecting, securing, and proper handling of all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to the company or our clients.
• Prepare monthly and quarterly consolidated reporting for senior leadership.
• Prepare FP&A required quarterly compliance reporting.
• Prepare consolidated financial reporting used for quarterly board package reports and for the annual Operating Budget.
• Support the administration of the FP&A reporting and planning system.
• Ad hoc analysis as requested by senior finance leadership.
• Assist with other tasks and projects as assigned.

Requirements:

• Strong PC skills in Excel, Word, PowerPoint and Access.
• Experience with forecasting, budgeting and analysis.
• Meet deadlines as set by management.
• Able to successfully balance multiple projects and priorities
• Strong written and verbal communication skills.
• Ability to work independently as well as with a team in a fast-paced environment.
• Strong interpersonal skills with internal and external clients including senior management.
• Bachelor’s degree in accounting/finance required, master's and/or CPA preferred.
• 5+ years of accounting and finance work experience