Senior Manager - Audit & Operations - Benefits Accounting

Senior Manager – Audit & Operations – Benefits Accounting

Certified Public Accountant (CPA)
Deep Knowledge of ERISA and Regulatory Compliance: Extensive experience with ERISA regulations, DOL and IRS requirements, and Form 5500 filings to ensure the plan’s compliance and avoid penalties. Familiarity with fiduciary responsibilities and trust accounting is essential.
Advanced Financial and Audit Expertise: Strong background in financial reporting under GAAP, managing audits, and implementing internal controls specific to benefit plans. Experience overseeing complex financial statements and resolving audit findings is crucial.
Strong Leadership and Team Management Skills: Proven ability to lead, mentor, and develop a team of accounting and audit professionals. Skills in setting clear objectives, fostering collaboration, and managing performance to ensure high-quality deliverables under tight deadlines.
Strategic Problem-Solving and Risk Management: Experience in identifying and mitigating financial and compliance risks, with the ability to analyze complex issues, implement corrective actions, and maintain robust controls to protect plan assets.
Strong Interpersonal and Communication Skills: Ability to communicate effectively with auditors, finance managers, third-party administrators, and senior leadership. Proficiency in translating technical, financial, and compliance details into actionable insights for diverse stakeholders.

Ensure Compliance with ERISA Regulations: Oversee adherence to ERISA requirements, including timely filing of Form 5500, maintaining fiduciary responsibility, and ensuring plan operations align with DOL and IRS regulations.
Oversee Financial Reporting and Auditing: Manage the preparation of accurate financial statements for the plan, coordinating annual audits, and ensuring compliance with GAAP and ERISA-specific reporting standards.
Monitor Plan Funding and Expenses: Supervise the accounting of contributions, benefits payments, and administrative expenses, ensuring proper allocation of funds and maintaining the plan’s financial integrity.
Manage Internal Controls and Risk: Develop and enforce robust internal controls to safeguard plan assets, mitigating fraud risks, ensuring accurate recordkeeping, and addressing audit findings by implementing corrective actions.
Communicate with Stakeholders and Vendors: Act as the primary point of contact for auditors, actuaries, corporate accountants, finance managers, and third-party administrators, ensuring clear communication and alignment on plan objectives, financial performance, and compliance requirements.
Lead and Develop a Team of Professionals: Oversee and manage a team of accounting and audit professionals, setting goals, tracking performance, providing feedback, and fostering professional development opportunities.