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Delivery Consultant I - Virtual

United States of America, Virtual, Texas Employment contract 65000.00 - 75000.00 USD / Year · Job Posted May 29, 2026
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Job Description

This role oversees accounting reconciliations for a portfolio of clients, ensuring timely, high-quality deliverables and adherence to performance standards. Responsibilities include managing operations team outputs, completing accounting tasks end-to-end, and supporting colleague development through coaching.

Job Responsibility

  • Managing and overseeing the completion and delivery of accounting related services for Defined Contribution clients, particularly cash and investment reconciliations
  • Providing oversight of accounting work performed by operations teams in a virtual environment
  • Meeting regularly with operations managers in accounting delivery
  • Performing all associated accounting tasks for select clients with contractual requirements
  • Monitoring client delivery metrics related to accounting services. Understand contractual service level requirements
  • Leveraging metrics to improve results
  • Consulting internally and with clients as appropriate regarding accounting-related topics associated with plan design changes, acquisitions, mergers, and divestitures
  • Reviewing work prior to releasing it to the client team/client (as needed)
  • Supporting client plan audits and reporting
  • Identifying training opportunities and implementing necessary action steps by working alongside performance team managers
  • Conducting root cause analysis to understand gaps in administration that could impact money flow. Suggesting and implementing improvement opportunities
  • Maintaining awareness of financial impacts to client, their plan and Alight related to quality & timeliness of accounting related tasks and money movement
  • Defining actions and follow-up oversight with related performance teams and external parties as needed

Requirements

  • Possess accounting skills
  • Possess an understanding of defined contribution domain
  • Apply effective communication skills
  • client listening and consulting
  • Able to work with virtual teams in and outside of the U.S.
  • Demonstrate coaching experience and familiarity with feedback approaches
  • Exhibit analytical and problem-solving skills
  • ability to consult and drive decisions to resolve reconciliation & funding situations
  • Possess an understanding of the Shared Service groups and ability to work with/leverage them effectively
  • Learn and utilize internal policies, tools, and resources including Wealth Solutions operational best practices

What we offer

  • Health, dental and vision coverages starting Day One
  • wellbeing programs
  • retirement plans with contribution matching
  • generous time off
  • parental leave
  • continuing education and career growth opportunities
  • flexible working arrangements

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