Finance Associate, Shareholder Services

Pacer Staffing
  • Westport, CT, USA
  • Post Date: March 13, 2018
  • Apply Before: March 13, 2020
  • Applications 0
  • Views 114
Job Overview

Position:       Finance Associate, Shareholder Services

 Location:       Westport, CT

 Type:            12 months



  • Partner with internal stakeholders to understand their goals and identify and deliver solutions which satisfy their needs, or work with the team to develop them
  • Create, collect, manage, and analyze financial data in order to provide actionable information (e.g. deliverables, reports, slide decks, etc.) for management
  • Develop, implement, and maintain financial models
  • Execute work activities to meet deadlines, review deliverables to identify financial anomalies, and ensure deliverables achieve objectives
  • Identify and examine issues with standard processes and procedures and provide stakeholders with recommendations for resolution
  • Collaborate with Senior Finance Associates to develop and implement new processes and procedures for producing deliverables, reports, slide decks, data sets, etc. to address business needs


Position Requirements

  • Responsible for the accurate and timely processing of all Deferred Compensation activity consistent with plan documentation and 409A regulations
  • Provide timely, accurate, and effective communication and customer service to all Deferred Compensation participants
  • Evolve and enhance Deferred Compensation tool and administration machine to optimize both Finance usability and customer experience
  • Provide accurate and timely analytics and financial reporting for all Deferred Compensation related activity


Preferred Qualifications

  • 7 – 10 years of work experience in finance/GAAP accounting roles
  • Excellent customer service and communication skills
  • Intermediate Excel Skills including pivot tables, vlook-ups and functions
  • Financial analysis
  • Undergraduate in Accounting or Finance is preferred
Job Detail

Job ID:

  • Career LevelExecutive
  • Experience4 Years
  • INDUSTRYFinance
  • QualificationCertificate