Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
Job Summary
Responsible for recording, monitoring, and analyzing financial activities of the organization to ensure efficient, timely and accurate financial operations.
Competencies:
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Team Success
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Customer/Client Focus
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Personal Credibility
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Analytical Agility
Core Responsibilities:
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Helps ensure compliance with Generally Accepted Accounting Principles (GAAP) and company procedures
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Assists with preparation of financial reports, including variance analysis
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Analyzes accounts, records and reports. Investigates and resolves discrepancies
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Assists with the preparation of financial forecasts for all entities
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Responsible for fixed asset maintenance
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Prepares audit work papers
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Reconciles and analyzes Balance Sheet and Income Statement account balances including various bank and intercompany accounts. Updates related schedules and resolves outstanding issues
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Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports
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Completes state and federal tax filings related to customer tax withholding
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Interfaces with internal customer service representatives to respond to customer billing inquiries
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Processes and posts regular and miscellaneous cash receipts, resolves billing and payment discrepancies
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Maintains vendor information, enters invoices and prepares payment for disbursement to vendors
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Files vendor 1099s and sales & use tax
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Acts as Liaison with PAi’s parent company, Newport Group, Inc. for payroll related matters
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Participates in special projects and provides support for other finance team members, which may include assisting in the training of team members and other employees
Minimum Qualifications:
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Bachelor’s degree in accounting or finance or equivalent experience
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Knowledge of Microsoft Office, including intermediate Excel skills
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Strong analytical and problem-solving skills
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Ability to organize, multi-task and adapt in a fast pace environment while maintaining attention to detail and meeting deadlines
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Professional discretion in handling confidential financial and payroll information
Preferred Qualifications:
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1-3 years of accounting experience
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Experience in Sage or QuickBooks
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Top Skills
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
