Job Description
Newport
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. Enhances the value of Newports comprehensive suite of services by providing accounting consulting services, ensuring all important and relevant client interactions are documented for better servicing and risk management. Supports and works closely with other departments in presenting Newport as a premiere service provider and seeks to understand and manage client expectations and needs within the scope of Newports systems and processes. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Maintains proper documentation of all client interaction, work papers, files and financial records required to establish audit trail for external audit purposes. Updates client reporting on a periodic basis and provides clients with proper journal entries or other information necessary to incorporate financial information into client systems. Participates in client meetings and prepares presentation materials as required. Develops accounting system and reporting requirements for clients on a GAAP/Tax basis upon implementation of new programs. For new programs, prepares customized client accounting write-ups and initial client letter delivering the first composites. Develops and manages NASA projects to automate manual customized reports. Performs ongoing testing on NASA reports as issues arise. Evaluates client specific circumstances and transactional activity and determines and applies appropriate financial accounting treatment. Handles a variety of client situations and inquires relative to financial accounting matters. Responds quickly and reacts swiftly to emerging issues and new case developments related to client issues. Resourceful, self-starter who employs extensive research skills, and effectively collaborates with internal team members to resolve client issues and problems. Required Education, Experience and Certificates, Licenses, Registrations BS in Accounting or related field CPA Certification Minimum of 3-5 years of relevant work experience Broad knowledge of financial accounting and reporting (GAAP) Advanced MS Office Skills Planning and Organizing TRAVEL: Be aware of employment fraud. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
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