Grow your career while helping others grow their retirement savings! When you join the team at Retirement Clearinghouse, you'll be making a real difference for yourself and others! Our mission is to dramatically improve the odds that millions of America's job-changing participants will preserve their retirement savings and enjoy a comfortable and timely retirement. We leverage innovative financial technology to simplify and streamline the process of consolidating retirement savings accounts within the defined contribution system

**This is a hybrid position that will work in our Charlotte, NC office as needed**

Target Base annual salary range: $115,000 to $125,000 based on experience

Annual Bonus Potential: maximum 15% of annual base salary, prorated from date of hire and subject to terms and conditions.

Perks and Benefits

  • Hybrid work opportunities*-see below for additional information
  • Paid Time Off-up to 23 days per year for the first 5 years, plus up to 5 sick days per year, plus up to 3 Floating Holidays per year (actual time for the first year is based upon date of hire)
  • Paid holidays
  • Medical, dental, vision, short-term disability, long-term disability, life insurance benefits on day 1 of employment
  • 401k with immediately 100% vested employer matching contribution
  • Professional Growth and Career Advancement Opportunities

Applicants will be provided with the basic equipment needed to work from home. An internet stipend is provided to employees in their semi-monthly paychecks as well.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

  • Manage the month-end close process, including the preparation and review of closing journal entries and account reconciliations.
  • Oversee and review day-to-day financial transactions, including but not limited to; verifying, classifying, computing, and posting general ledger transactions related to revenue, accounts receivable, accounts payable, cash, prepaid expenses, fixed assets, accrued expenses, and payroll expenses in accordance with US GAAP.
  • Prepares, reviews, and analyzes month-end financial statements, including balance sheet reconciliation, income statement and cash flow statements.
  • Provide financial analysis and insights to senior management.
  • Monitor accounts receivable aging and collections process
  • Assist and contribute to the development and review of annual forecasting and budgeting.
  • Provide financial support to business managers in annual forecasting and budget planning.
  • Develop monitor and maintain internal controls to safeguard company assets.
  • Monitor budget variances and provide explanations for significant deviations.
  • Work cross-functionally with various departments to provide financial analysis and relevant reporting.
  • Support internal auditing and annual external audits and through organization, preparation, and submission of financial records.
  • Maintain organized set of detailed records and files to document financial transactions.

Education/Experience Required:

  • Bachelor’s degree in accounting, Finance or related field
  • 5+ years of general ledger accounting experience performing monthly close duties and financial statement reporting
  • 2+ years of accounting management experience required
  • Strong knowledge of technical accounting matters, including experience with accounting for multiple entities and intercompany transactions
  • Experience and understanding of the importance of maintaining accurate financial records and preparing clear and accurate reports for informational, auditing, and operational use.
  • Intermediate to Advanced excel skills.
  • Great Plains ERP experience a plus
  • Payroll experience a plus

Knowledge, Skills and Abilities (KSA):

  • Ability to understand, analyze and present financial statements to senior management.
  • Strong understanding of all facets of accounting (A/R, A/P, reconciliations, fixed asset accounting, and payroll expenses).
  • Excellent analytical, critical thinking and problem-solving skills, teamwork, collaboration, flexibility and proactiveness.
  • Strong knowledge, understanding and experience of US GAAP and financial close processes.
  • Proficiency in accounting software programs and MS Office applications.

Retirement Clearinghouse provides a competitive salary and comprehensive benefits package.

Retirement Clearinghouse is an EEO employer and participates in the E-Verify program. Pre-employment background checks will be performed upon offer of employment.



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