AHU Technologies Inc Looking for Financial Analyst at Washington, DC Full Time

The Contractor personnel shall perform the following duties and responsibilities for the Retirement Management Unit:

• Assist with the reconcilement of plan sponsor reports to District reports. Research and report money movements into and out of the plans and prepare documentation supporting these transactions
• Serve as a liaison between client and client in the resolution of participant problems related to the plans.
• Research 401(a) participant account history prior to 9/30/1999 involving payment claims and assist with the preparation of response letters to participants.
• Assist with the preparation of the annual reports for the plans.
• Scanning of record retention documents in client Kwik Tag System.
• Update changes and edits to administrative manuals.
• Assist with the preparation of amendments, changes and edits to administrative procedures manuals.
• Assist client personnel in the research and resolution of issues identified during annual audits for plans.
• Maintain excel spreadsheets documenting the receipt of contributions by plan sponsors with contribution memoranda and payroll transmittal sheets from the District.
• Prepare monthly and quarterly reports that detail the assets and operations of the 401(a), 457(b) and 529 plans.
• Prepare and execute the accounting for the weekly receipt and expenditure of the charter school funds.
• Monitor the completion of tasks assigned during quarterly meetings with the plan sponsors
• Monitor plan sponsor changes to websites and determine that marketing messages are prepared, completed and sent to District personnel.
• Review monthly vendor invoices, reconcile billed amounts and prepare payment memos.
• Perform other related duties as assigned

Qualifications:

Three (3) years of progressive experience performing the related duties and responsibilities such as: tracking the performance of defined contribution programs that consist of investment, retirement, saving and Other Post Employment Benefits (OPEB) plans; preparing and reconciling complex financial reports that detail the plans’ assets; and researching and reporting money movements into and out of plans. Assisting in audits for retirement plans

Education:

Bachelor’s degree in Business from an accredited college or university.Technical Skills:

• Project Management Skills
• Excellent written and verbal communications skills
• Knowledge of accounting and/or finance
• Strong analytical skills.
• The ability to work independently.