Senior Analyst - Accounting - 401K
Core
Manage end-to-end ESOP distribution and diversification cycles, including eligibility validation, election processing, funding coordination, and payout execution.
Role type
Senior IC accounting operations analyst (retirement plans)
Builds
Accurate, timely, and compliant ESOP distribution and diversification cycles
Domain
US Retirement Plans / Equity Compensation / ESOP Administration
Deliverable
Dashboards & analysis
Required skills
ESOP/401(k) administration, eligibility validation, trustee reporting, cash/share reconciliation, wire instruction coordination, data analysis (Excel XLOOKUP/VLOOKUP/Pivot Tables), process improvement
Preferred skills
Mentorship, knowledge transfer, stakeholder collaboration
Technologies
Excel (XLOOKUP, VLOOKUP, Pivot Tables)
Responsibilities
Prepare and validate eligibility calculations for ESOP distributions; Manage election windows and participant data updates; Perform cash and share reconciliations; Coordinate wire instructions and funding activities; Support withholding activities and regulatory reporting; Identify discrepancies and maintain data integrity; Implement process improvements and automation.
Seniority
Senior, hands-on IC
