Financial Plan Reporting Consultant

The Vanguard Group•Malvern, PA

2d•Hybrid

About The Position

The Financial Plan Reporting Consultant prepares and reviews annual financial reporting packages, Forms 5500, Forms 8955-SSA, and Summary Annual Reports (SARs) for Vanguard clients. The role addresses technical questions and supports an exceptional client experience while independently analyzing and resolving issues, identifying trends, and working to eliminate process gaps. It collaborates with a team to provide timely and accurate client deliverables and trains and guides a global team of administrators preparing financial reporting packages and Form 5500 filings in accordance with ERISA, Department of Labor requirements, and GAAP. The consultant identifies improvement opportunities and automation solutions, independently plans and executes projects, and guides project team members toward outcomes. The role monitors and reports project performance, communicates status and escalates issues to stakeholders, and builds accountability among teammates. It also participates in special team and cross-team projects and performs other duties as assigned.

Requirements

Undergraduate degree or equivalent combination of training and experience.
At least two years of related work experience, including leading projects.
Working knowledge of recordkeeping systems and functions.
Excellent verbal and written communication skills.
Ability to influence and guide business partners and exercise good judgment in decision-making.
Excellent organizational and time-management skills, including the ability to prioritize and multitask.
Working knowledge of retirement plans and investment performance data.

Responsibilities

Prepare and review annual financial reporting packages, Forms 5500, Forms 8955-SSA, and SARs for Vanguard clients.
Address technical questions through effective written and verbal communication and support a positive client experience.
Independently analyze and resolve issues, identify trends associated with challenges, and work to eliminate process issues or gaps.
Collaborate with a team to deliver accurate and timely work to clients.
Train and provide technical guidance to a global team of administrators preparing financial reporting packages and Form 5500 filings in accordance with ERISA, DOL requirements, and GAAP.
Identify process improvements and automation solutions; independently organize and execute project plans.
Provide direction and motivation to project team members and remain accountable for project outcomes.
Monitor, analyze, and report on project performance.
Communicate project status and updates to stakeholders and appropriately elevate issues.
Build trust and hold self and teammates accountable for team outcomes.
Participate in special team and cross-team projects and perform other duties as assigned.