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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