The Sr Bureau Financial Reporting Analyst is responsible for reporting of Financial Calls, Data Calls, Assessment and various mandated statistical agents and federal/state agencies. Involved with preparing the MDC (Medical Data Call) and IDC (Indemnity Data Call). Responsibilities include analyzing and reconciling the data and any other related action needed to assure the

This role is responsible for the review and modification of Defined Contribution plans. Additional responsibilities include plan testing, preparation and filing of various IRS and DOL forms, participation in client consultation meetings and Plan terminations. Additionally, this role will conduct research, analysis and audits of various plans and assist in new procedure de

This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position will advise clients of risks and opportunities associated with investing. This role will typically handle 100 150 clients with a Book of Business totaling between $5 million and $10 mill

To retain and maintain retirement plan client relationships of the Bank, as well as create new retirement plan investment advisory relationships with clients outside the Bank. Additionally, the retirement plan advisor will be responsible for the financial performance of their business, seeing to it that the department is profitable and achieves established goals while sta

Revenue Recognition Accountant 4 Job ID 2024 11479 # of Openings 1 Job Locations Remote U.S. Category Accounting and Finance Overview The Revenue Recognition Accountant 4 is responsible for assisting with the review and analysis of sales contracts and the identification and communication of appropriate revenue recognition criteria in accordance with generally accepted acc

Responsibilities Work with the AIT leadership team and finance functions on the vision for improving and expanding finance transactional shared services and lead execution of that vision. Maintain a strong focus on best in class execution, process improvements and delivery of effective customer service and near term results while progressing the long term vision. Maintain