Responsibilities
- Generate and distribute monthly financial reports, disclosures, and performance analyses for designated organizations
- Record and process monthly journal entries accurately and on schedule
- Conduct in-depth reviews of general ledger accounts on a monthly and yearly basis
- Keep comprehensive documentation and analysis for all financial accounts
- Ensure adherence to federal, state, and local regulatory reporting standards across all affiliated entities
- File various tax forms including corporate, partnership, Form 5500, Form 990, and Form 990T returns
- Respond to inquiries, notices, and information requests from IRS, federal, state, and local agencies
- Assemble and organize audit documentation for both organizational and retirement plan audits
- Supply required financial and audit data to external partners such as William M. Mercer, VALIC, and other third parties
- Carry out special assignments as directed by senior finance and accounting leadership
- Perform additional tasks within the scope of the position as needed
Work Arrangement
On-site
Primary Location
Corporate
Job Type
Regular-Full time
Shift
First Shift (United States of America)
