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Plan Reporting Analyst II - #222236

Expired Job

Principal Financial Group San Diego , CA 92140

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.


  • 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.


  • 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..


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.

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Plan Reporting Analyst II - #222236

Expired Job

Principal Financial Group