Browse
···
Log in / Register

Retirement Plan Operations Specialist

$23

Guidant Financial

Minnesota, USA

Favourites
Share

Description

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23 per hour, equivalent to an annual salary of $47,840. Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you? For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: Work with clients to obtain necessary information to prepare the annual reporting Review documents submitted by clients for completeness and accuracy Reconcile plans with only rollovers and plan stock using Excel and administration software Utilize administration software to complete 401(k) testing and reporting Make outgoing reminder calls and send emails to clients during the plan year reporting process Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required Requirements Must be 18 years of age Excellent verbal and written communication skills Meticulous attention to detail and proactive approach to problem solving Skills in customer service, organization, and collaboration Adequate math and analytical skills Proficiency in using Microsoft Excel, Word, and Outlook Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred Ability to work in an autonomous environment where you can be a self-directed worker Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen. Additional Requirements Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: A designated workspace (such as a home office) where you can concentrate and be productive. Reliable high-speed internet to ensure seamless communication and collaboration. Benefits Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

Source:  workable View original post

Location
Minnesota, USA
Show map

workable

You may also like

Workable
Head of Financial Planning Analysis
About Soleil Collective Backed by Gauge Capital, Soleil Collective is building a portfolio of leading high-growth brands specializing in sunless tan, suncare, and bodycare products. Soleil accelerates growth and improves profitability with sales, marketing, operations, and strategic management expertise. We have completed two acquisitions to date: Loving Tan and Coco & Eve. Loving Tan is the category leader in prestige tanning, delivering the most natural-looking tan. Proudly made on Australia’s famed Gold Coast, the professional quality, natural olive color, and flawless application are beloved by A-listers, creators, and beauty lovers alike. Coco & Eve’s story starts in Bali, among the island’s volcanic beaches and lush rainforests. The brand allows you to glow up like you just returned from a trip to paradise with our sun-kissed, skin-loving tan products and deliciously scented, efficacious haircare—all formulated with the best tropical Balinese ingredients. We are actively searching for additional brands that are a strong fit with our portfolio and vision with a goal of $200+ million in USD Sales through organic growth and acquisition within the next 3-4 years. About the role: The Head of Financial Planning & Analysis will be responsible for developing accurate forecasts and budgets, preparing insightful financial analysis, and supporting strategic decision-making for our sales, marketing, operations, and business development teams. This role will be the leader of our FP&A function and, as such, will take an ownership role in developing our standards and best practices for financial reporting and analysis. The role will report to the Chief Financial Officer with two directs reports located in Singapore. Additionally, the role will be expected to collaborate closely with the Global Controller and to partner cross-functionally, including with the commercial, operational and global leadership teams.   Key Responsibilities: Develop and maintain insightful financial standard financial reports and dashboards for commercial and operational stakeholders, providing clear and concise summaries of performance against targets. Conduct in-depth analysis of business performance, including variance analysis against budget, forecast, and prior periods.  Identify trends, risks, and opportunities, and provide recommendations for improvement. Prepare ad-hoc financial analysis to support key business decision making and strategic initiatives  Lead the development of annual budgets, quarterly forecasts, and long-range plans for commercial revenue, expenses, and key performance indicators (KPIs). Serve as a trusted financial partner to the business unit and cross-functional leadership team, providing financial guidance and support to achieve business objectives. Support operations KPI tracking and scorecarding.  Identify margin enhancement activities and prepare analysis that drives action while supporting the implementation and tracking results. Support pricing strategies and initiatives through financial modeling and analysis, ensuring profitability and competitiveness.  Support financial evaluation of new product launches, new marketplaces, new geographies, new channels and new customers. Evaluate the ROI performance of sales and marketing programs and initiatives, providing recommendations for optimizing resource allocation and maximizing returns. Identify and implement process improvements with a continuous improvement mindset to deliver to our business partners faster, more accurate, more impactful, more useful analytical and reporting insights. Support the implementation and be a subject-matter expert of NetSuite ERP.  Be a thought leader in the deployment of our analytics tools and processes in a post-ERP go-live.  Continuously evaluate other software solutions that can enhance our FP&A capabilities and lead those implementations as needed. Be a trusted business advisor to the business unit and a close collaborator with the accounting team.  Translate complex financial data into actionable insights for non-financial stakeholders and spread financial literacy. Requirements Role Requirements/Competencies: Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree preferred. Minimum of 5-7 years of progressive experience in financial planning and analysis, with a focus on consumer goods, preferably within global companies. Proven track record of success in developing and implementing FP&A that drives results. Excellent analytical, problem-solving, and critical thinking skills with the ability to see the big picture and drive business towards long-term value-creation goals  Proven ability to develop and maintain complex financial models in Excel or Google Sheets. Strong understanding of accounting principles. Experience with financial planning and reporting systems with previous hands-on working experience with NetSuite preferred. Excellent communication and interpersonal skills, with the ability to influence and inspire diverse stakeholders, including non-financial audiences.  Willingness to work across global time zones and outside of normal business hours. Demonstrated leadership skills with experience managing and motivating a functionally broad and geographically dispersed team; demonstrated experience with change management. Strategic mindset but willing and able to be very hands-on when needed in a ‘start-up’ environment Highly collaborative with a cross-functional mindset but self-motivated and able to work independently when needed Thrives in a dynamic, evolving environment and embraces changes as an opportunity. High level of integrity, professionalism and discretion.
Fairfield, CT, USA
Negotiable Salary
Craigslist
Senior Accountant Dept. Manager – Salary up to $175K w/ full benefits (Las Vegas)
Your Best Management Group is a long term successful property management group that works for Bigelow Holding Companies which include Budget Suites of America. We offer great benefit options, paid vacations (1st year, 1 week, 2nd year, 2 weeks and 5th year, 3 weeks), 9 paid holidays, and 401(k) plan with 3% company match. DESCRIPTION Ideal candidate must have a strong accounting background with Microsoft Office (Outlook, Word) experience, MAS100, advanced Excel experience, the ability to multi-task, have a keen investigative mind and achieve deadlines. Advanced Excel experience must include, the ability to link multiple spreadsheets and apply consistent formatting. Responsibilities: • Must have experience in depth equal to at least a full charge bookkeeper and able to manage all accounting staff with various accounting jobs • Review accounting staff’s work • Analyze financial information and summarize financial status using charts and graphs for display • Produce error-free accounting reports and present their results Qualifications: • At least 5 years work experience as an accounting dept. manager • B.S. in Accounting, Finance or relevant degree a big plus • Hands-on experience with MAS accounting software • Advanced MS Excel skills and pivot tables • Experience with general ledger functions • Strong attention to detail and good analytical skills • Additional certification (CPA or CMA) is a plus • Knowledge of multi-entity business structures • Experience with multi-state operations • Track and report trend analyses • Demonstrate exceptional written and oral communication skills • Proficient on 10-Key calculator by touch • Reliable attention to time frames and deadlines • Interacts well with others
4910 S Maryland Pkwy, Las Vegas, NV 89119, USA
$160,000/year
Workable
Commercial Product Specialist - Energy Commodities and Freight Analytics
The Role: Vortexa is looking for a Product Specialist to join our fast growing and collaborative Pre-Sales team. This is one of the most exciting roles at Vortexa, ideal for someone who is passionate about energy markets and client engagement, looking to make an impact at an innovative and rapidly evolving technology company. You’ll work directly with our clients, partners, and prospects to help them get the most out of the Vortexa platform and insights. Your hands-on experience and feedback will also play a key role in shaping the future of our product. Key responsibilities: Develop a deep understanding of Vortexa’s platform, including our methodologies and data. Deliver compelling product demonstrations to prospects, clients, and partners. Drive engagement during product trials by onboarding prospects, monitoring usage, sharing tailored content, and serving as their main point of contact. Expected to meet clients and prospects in person and represent Vortexa at key industry events.  Work with Sales and Marketing teams to drive growth, shape strategy and identify new business opportunities Support upselling across Vortexa’s product suite by identifying opportunities during prospect engagements and collaborating with the Solutions Architect team to deliver tailored solutions. Collaborate with the Customer Success team on complex use cases, providing product expertise to support client retention. Build and maintain strong relationships with prospects and key stakeholders, acting as an internal advocate for their needs and insights during the evaluation process. Provide input into product roadmap prioritization and contribute to a variety of product improvement initiatives. Lead both internal and external training sessions and help grow in-house market expertise. Requirements Our ideal candidate will have: Experience in the oil & gas or shipping sectors, with a strong grasp of market fundamentals and trading dynamics enabling use case driven conversations with prospects.  Ability to code in Python and or a willingness to learn would be desirable.  Confident and enthusiastic in prospect-facing roles, with the ability to lead product demos and clearly communicate value to a wide range of stakeholders. The ability to simplify complex concepts and explain Vortexa’s platform in a way that’s accessible to first-time users. Excellent communication and presentation skills, with a proactive approach to engaging prospects and helping drive successful evaluations. A results-driven mindset, with strong organizational skills and the ability to manage multiple priorities in a fast-paced setting. Benefits Stock-options in a fast-growing, high-potential business A vibrant and diverse workplace An open, collaborative, and supportive working culture built on merit, which celebrates creative thinking and “getting things done.” The opportunity to work with AI-driven technology in a scale-up environment with commodity trading experts 401k with up to 2% contributions matched by Vortexa Private Health Insurance offered via Blue Cross Shield Dental and Vision cover offered via Guardian Global Volunteering Policy to help you ‘do good’ and feel better
Houston, TX, USA
Negotiable Salary
Craigslist
Controller (kentfield / ross)
Woodlands Market, Marin and San Francisco's premier gourmet grocery store, has an opening for a Controller at our Corporate office located in Kentfield! The Controller is a highly analytical and strategic part of the senior leadership team. This pivotal role is responsible for driving the financial health and strategic direction of our company by providing insightful data analysis, overseeing profitability down to the department level, and leading our accounting operations. The ideal candidate will be a hands-on leader who can translate complex data into actionable strategies, ensuring we meet our EBITDA and financial targets. This position will work in close partnership with the CFO to shape the financial future of the organization and will directly oversee the accounting team. This role also encompasses key responsibilities of a Financial Controller, including oversight of internal controls, audit coordination, and cash flow management. Accounting Leadership & Team Management: • Oversee functions of the accounting department, including financial reporting, accounts payable, and accounts receivable. • Ensure proper documentation and compliance with accounting standards and internal policies. • Lead, mentor, and develop the accounting team, fostering a culture of accuracy, efficiency, and continuous improvement. • Support audit preparation and liaise with external auditors, banking relationships, accounting firms, etc. • Ensure the timely and accurate closing of monthly, quarterly, and annual financial statements in accordance with GAAP. • Streamline accounting procedures and implement new systems to improve efficiency and enhance internal controls. • Manage cash flow and liquidity to support operational needs. Profitability & Performance Management: •Monitor and enforce profitability benchmarks and contribution margin levels across all departments. • Conduct regular reviews with department heads to analyze performance and develop strategies for improvement. • Partner closely with the operations team, including Category Managers, to provide data-driven insights that inform assortment and promotional strategies. • Develop and distribute regular performance reports to Category Managers, highlighting key trends and insights to support data-driven decision-making. • Collaborate with operations to evaluate and forecast the financial viability of future initiatives, including new item launches, category expansions, and other strategic projects. •Analyze pricing, cost, and margin management to ensure the pricing and category management teams are achieving company expectations. • Ensure the company achieves its quarterly and annual EBITDA targets through proactive analysis and course correction. •Present findings and strategic recommendations to the executive team in a clear and compelling manner. Strategic Partnership: • Serve as a key strategic partner to the Chief Financial Officer (CFO) and other executive leaders. • Collaborate with the CFO on developing long-term financial strategies, annual budgets, and rolling forecasts. • Provide financial insights and guidance on major business decisions, including pricing strategies, capital investments, and operational changes. Qualifications and Skills: Experience: • Minimum of 7-10 years of progressive experience in finance or accounting. • At least 3-5 years of experience in a leadership role. •Crucial: Significant experience within the retail or grocery industry is required. Education: • Bachelor’s degree in finance, Accounting, Economics, or a related field. CPA or MBA is highly preferred. Technical Skills: • Expert-level proficiency in financial modeling and data analysis. • Advanced skills in Microsoft Excel and PowerPoint; basic proficiency in SQL desired but advanced proficiency is highly desirable • Experience with ERP systems and business intelligence tools Leadership & Soft Skills: • Proven ability to lead and develop a team. •Exceptional analytical, problem-solving, and decision-making skills. • Strong communication and interpersonal skills, with the ability to partner effectively with senior executives and cross-functional teams. • A strategic mindset with the ability to see the bigger picture while maintaining a strong attention to detail. Who Are We? Woodlands Market is a leader in gourmet retailing, service and innovation in the grocery industry. We are a flourishing Marin County-based employer who believes in supporting our community in many ways. One of these ways is to employ talented individuals from within our communities and surrounding areas. We currently operate grocery stores in Kentfield, Tiburon and San Francisco. We also operate a Pet Shop in San Francisco as well as an off-site kitchen in San Rafael. We engage approximately 330 individuals on staff, many of whom have come to us with an in-depth knowledge of the specialty food industry. These members of our extended Woodlands family and their commitment to community, food, service and to each other are what set us apart from other grocery stores. Benefits of working at Woodlands Market include: •Competitive wages •Comprehensive Health/Dental/Vision Insurance* •Full-time employees receive a generous benefits package including Health/Dental/Vision Insurance, 401(k), paid vacation and paid holidays •Holiday premium pay for time worked on recognized holidays •20% store discount, 50% shift meal discount* • $50 subsidy towards non-slip shoes every 6 Months •Awesome, team-oriented environment •Opportunities for growth and development *Must meet minimum hours for some benefits/max lunch discount $6.00 Salary Range: $130,000- 180,000
250 Bon Air Rd, Greenbrae, CA 94904, USA
$130,000-180,000/year
Workable
Senior Accounting Manager
Reporting to the Vice President of Finance and New Business Development, The Senior Accounting Manager is responsible for leading the commercial FP&A function for Charlotte Tilbury Beauty Inc.- North America. This role will partner with both Local and Global Finance teams in ensuring a timely and accurate month close, integrity of financial records, health of balance sheets and preparation of useful financial reports. This role will contribute towards building and developing a robust finance function to support continued growth of the North America business. Requirements Roles & Responsibilities General Accounting and Controls ·       Play an active role in developing (1) direct report and supporting their remit to ensure high confidence of their output ·       Responsible for maintaining the daily flow of financial information to achieve a timely and efficient month end and year end close process for North America ·       Ensuring timely and accurate completion of the month end close process for North America's assigned areas of responsibilities including but not limited to various general ledger and subledger accounting such as fixed assets, prepayments, leases, payroll, returns and other reserves provisions, COGS, Logistics/related costs, various accruals and reclassifications with adherence to month end timelines ·       Conduct pre-close month end review meetings with team to highlight areas of concern to responsible team members ·       Ensure accuracy and timeliness of income statements, balance sheets & other financial reports ·       Ensuring timely completion and review of balance sheet reconciliations to ensure health and accuracy of records ·       Deliver various analysis, schedules and reporting for assigned areas of responsibilities ·       Ensure compliance with accounting standards as well as internal company policies & procedures ·       Partner with Global Finance team on intercompany transactions ·       Assist with implementing internal controls and accounting policies & procedures to promote effective governance and accurate financial reporting ·       Lead the coordination of filed work for the any internal audit process and ensure timely delivery of audit requests ·       Research technical accounting issues and provide expert advice/guidance ·       Ad hoc projects as required Audit/Tax/Systems ·       Lead the coordination of filed work for the annual audit process and work with group finance team to ensure timely delivery of audit requests ·       Work in partnership with finance and cross functional teams to lead resolution for testing selections ·       Work with internal tax accounting group to assist with the preparation of annual tax returns, computations, capital allowances and other related matters ·       Power user of NetSuite accounting system ·       Key contributor for various systems testing and modifications projects We’re Looking for ·       Bachelor's degree in accounting or finance ·       Certified Public Accountant (CPA) required ·       Accounting experience of 7+ years required ·       Big 4 experience a plus ·       Extensive month end and financial reporting experience ·       Motivated self-starter with ability to multi-task in a very fast-paced start-up environment ·       Flexible & adaptable to changing priorities ·       Excellent communication and interpersonal skills with the ability to interface comfortably at all levels both internally and externally ·       Must be detailed-oriented and organized ·       Advanced Excel skills (VLOOKUP's, XLOOKUP's, pivot tables, sum-if, index-match, etc) and financial systems savviness ·       Proven track record of process improvements ·       NetSuite experience is preferable ·       Affinity for retail and beauty Who will you work with You will have supervision responsibility of 1 direct report (Sr. Accountant) and will report into the Vice President of Finance and New Business Development and work alongside a team of 10. This role will also partner with various North America Business functions, such as: Commercial, Field Sales, Supply Chain, Marketing, Visual Merchandising and Local/Global Finance teams and a global group finance function. Culture of the Team We win together as a team, supporting and developing each other through our careers. We embrace the challenge and work in an incredibly fast paced environment with high expectations set by the business, shaking it up with our creative lead, Charlotte Tilbury as we revolutionize the beauty industry. We love what we do, and we support each other while we share the magic with the world. Benefits Base Salary Range $140,000-150,000** Company Benefits Generous staff discount to use on all products Access to Tilbury Treats – our very own rewards platform allowing you to save money and gain ‘money can’t buy’ discounts on anything from gym memberships to cinema tickets Medical, dental, and vision benefits Commuter Benefits (Pre-tax) Flex Spending Account (FSA) Employee Assistance Program (EAP) 401(k) with Company match Paid Time Off Birthday PTO   **Charlotte Tilbury, in good faith, believes that this posted range of compensation is the accurate range for this role at the time of this posting** At Charlotte Tilbury Beauty, our mission is to empower everybody in the world to be the most beautiful version of themselves. We celebrate and support this by encouraging and hiring people with diverse backgrounds, cultures, voices, beliefs, and perspectives into our growing global workforce. By doing so, we better serve our communities, customers, employees - and the candidates that take part in our recruitment process.   If you want to learn more about life at Charlotte Tilbury Beauty please follow our LinkedIn page!
New York, NY, USA
$140,000/year
Craigslist
Bookkeeper & Customer Service at Dusty Strings (Interbay)
Dusty Strings Company seeks a skilled teammate to join our Office Team. For over 45 years, Dusty Strings has been designing and building harps and hammered dulcimers in Seattle. We have become highly respected in the world-wide music community for excellent craftspersonship, mesmerizing sound, and caring customer service. Benefits include vacation, sick leave, health & dental insurance, and a positive and collaborative work environment. Responsibilities include - Maintaining all regular accounting functions, including A/P, A/R, P/R, benefits administration, account reconciliations, filing city & state tax reports, managing deadlines and general reporting - Taking customer orders and providing customer service over the phone and by email - Other assorted tasks (as a small company, we all wear many hats!) Requirements - Organized and accurate with numbers - Proficiency with Microsoft Excel, LibreOffice Calc, Google Sheets, or equivalent - Familiarity with Quickbooks Desktop or other accounting software Helpful traits - Inquisitive problem solver - Excellent verbal and written communication skills - Strong initiative and self-management skills - Ability to provide helpful and courteous customer service to co-workers and customers - Knowledge of and interest for music and musical instruments My name is Ray Mooers and I’m the co-owner and founder of Dusty Strings Company, which started with a fascination for the hammered dulcimer in 1979. From our real grass-roots beginnings, we have had the opportunity to grow Dusty Strings into an internationally-respected brand of hammered dulcimers and harps, as well as a widely known and appreciated regional music store and music school in Fremont. The only way this could have happened is with the help of many dedicated individuals who have shared our vision of providing quality instruments and service that enhance the lives of our customers through music. These are the employees of Dusty Strings. With 45 years of high-quality musical instrument manufacturing and retailing right here in the heart of Seattle, we must be doing something right. Come join our team of artisans who take pride in accomplishing high-quality work every day! Apply here: https://dustystrings.bamboohr.com/careers/24?source=aWQ9MjM%3D No phone calls and no in-person visits, please. Dusty Strings is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, age, caste, or any other status protected by law.
3450 16th Ave W #200, Seattle, WA 98119, USA
$23-28/hour
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.