Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Plan Reporting Analyst II - #222236

Expired Job

Principal Financial Group Atlanta , GA 30301

Posted 4 months ago

Job Area: All Other

Business Area: Pension

Location: IA - Mason City;IA - Cedar Falls;IA - Des Moines;WA - Spokane

Career Category: Experienced Professional

Full/Part Time: Full-Time

Regular/Temporary: Regular

Date Posted: 2018-09-20

Be a part of something bigger.

Do you want a career where you can make a real difference? At Principal, you can.

We work with a greater purpose in mindto give people the financial tools and confidence to live their best lives. And we take that to heart not only for our clients but also extend that to our employees.

By choosing to work at Principal, you'll be a part of making a difference in the lives of customers and in communities. And you can make a difference in your own life by joining a company that cares about its employees as much as it cares about its customers. From career development to comprehensive benefits to our vibrant, diverse work environment, you'll find plenty of opportunities to enrich your personal and professional life.

Responsibilities

  • Accountable for preparing the most complex compliance testing across all segments including managing the largest Institutional client tests.

  • Meet or exceed required production and quality standards defined for this role.

  • Analyze & interpret unique plan designs to effectively translate the impact those provisions have on complex testing to ensure accurate results.

  • Consult and negotiate with internal partners on timing and/or solutions for individual client tests.

  • Analyze conditions thoroughly to reach wise independent decisions.

  • Lead discussions with clients, Sales reps, Advisors, CPA's, and or attorneys as you find the need to learn more to ensure the tests you are preparing areaccurate.

  • Maintain comprehensive knowledge of plan design and IRS requirements as they relate to compliance testing related issues.

  • Responsible for advancing team strategies with confidence while developing team momentum, enthusiasm and pride.

  • Represent the team on projects with potential to become the project lead as needed.

  • Innovate using creative thinking to aggressively identify ways to move the team forward to ensure long term success forthe team, , our clients, and for RIS.

Qualifications

  • Bachelor degree or equivalent experience required

  • 4+ years of relevant financial services experience preferred with strong preference for retirement plan operations or client facing interaction experience.

  • Proven excellence with written and verbal communication skills

  • Strong problem solving, decision making, organizational and time management skills.

  • Must be able to work both independently and within a collaborative team environment

  • Demonstrates a strong power of analytical reasoning.

  • Proven track record of innovating for future success and is committed to continuous innovation.

  • Advanced PC skills including using WORD, EXCEL, and RIS Systems.

  • Ability to comprehend and apply plan and contract document provisions..

Location

This position may be located in Des Moines, IA, Cedar Falls, IA, Mason City, IA, Spokane, WA or virtually.

Interview Details

What's next? Innovation at its finest.

We'll review your application and if you're selected for an interview, you'll receive an invite for an On-Demand Video interview. Haven't done that before, don't worry. We've got all the tips and tricks available to help you be successful. With an On-Demand Video Interview, you can add your own flair and personality at your pace.

Be sure to check your email frequently. We'll communicate our decisions through the email address used on your online profile. If you receive an email from Principal Talent Team, you've been selected to begin your video interview and have a set time to submit once you log in.

Additional Information

Benefits designed with you in mind.

Because each employee is unique, our benefit packages give you lots of choices. We offer comprehensive benefits that helps contribute to the healthy, fulfilling life and gratifying work experience you deserve, at an affordable cost. Click here to see just a few benefits you'll receive once you join our team.

Not an exact match for this role?

We've got a lot of opportunities, so check out some of the others. And creating an email alert on our career site will help you keep you connected and informed of opportunities you're interested in with a just a few clicks!

Work Authorization/Sponsorship

At this time, we're not able to consider candidates who would need sponsorship now or in the future or those needing work authorization for this role. (This includes students on F1-OPT, F1-CPT, J-1, etc.) However, we'd hope you continue to keep us in mind for other potential opportunities in the future.

Principal is an Affirmative Action and Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law.


upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
CRM Reporting Analyst

Home Depot

Posted Yesterday

VIEW JOBS 1/16/2019 12:00:00 AM 2019-04-16T00:00 POSITION PURPOSE The CRM Reporting Analyst will develop, test and track the effectiveness of THD incentives and coupons. With the Finance department, the CRM Reporting Analyst will develop new reporting and automate existing reports. The analysis provided will inform the Marketing and Merchandising groups on the overall effectiveness of the offers. The Analyst will collaborate closely with cross-functional partners including Marketing, Finance, Store Operations, and Contact Centers to track and report on promotional coupons. This role requires the analyst to utilize analytical capabilities and effective communication skills. MAJOR TASKS, RESPONSIBILITES AND KEY ACCOUNTABILITIES 35% Analyze CRM email programs 25% Automate and develop new reporting 20% Presentation of findings and analysis 10% Track budgets for advertising expenses with program managers and marketing 10% Track and report out on progress made toward achieving all quarterly sales and growth targets NATURE AND SCOPE Position reports to Sr. Director CRM No direct reports. ENVIRONMENTAL JOB REQUIREMENTS Environment: Located in a comfortable indoor area. Any unpleasant conditions would be infrequent and not objectionable. Travel: Typically requires overnight travel less than 10% of the time. Additional Environmental Job Requirements: MINIMUM QUALIFICATIONS Must be eighteen years of age or older. Must be legally permitted to work in the United States. Additional Minimum Qualifications: Education Required: The knowledge, skills and abilities typically acquired through the completion of a bachelor's degree program or equivalent degree in a field of study related to the job. Years of Relevant Work Experience: 3 years Physical Requirements: Most of the time is spent sitting in a comfortable position and there is frequent opportunity to move about. On rare occasions there may be a need to move or lift light articles. Additional Qualifications: Preferred Qualifications: Five years relevant work experience MBA Knowledge, Skills, Abilities and Competencies: Strong quantitative skills Proficient in excel Strong time management skills Previous background using email reporting tools is a plus Home Depot Atlanta GA

Plan Reporting Analyst II - #222236

Expired Job

Principal Financial Group