Handle a wide variety of audit processes related to the transition of new client business to Transamerica. Provide support in the areas of audit analysis, audit corrections, audit efficiencies, report development, and special projects. Communicate with Client Transition Services (CTS) staff to understand needs and provide effective consultation, error avoidance, and procedures.

Responsibilities

  • Provide quality support to CTS by running and analyzing new case audits, including but not limited to balances, allocations, default analysis, etc.

  • Identify trends related to conversion strategies that may require additional oversight and changes to audit processes.

  • Create plan level conversion reconciliations; identify discrepancies and collaborate with the Transition team and Accounting for resolution.

  • Support special projects, such as providing technical direction and running ad hoc reports in AQT.  

  • Identify ways to improve effectiveness, efficiency and “value added” for internal and external customers.

  • Develop and implement processes for mitigation of future issues and management of customer expectations.

  • Train team members and members of the conversion team on the CTS audit procedures.

  • Serve as a subject matter expert to management and internal teams on best practices.

Qualifications

  • Bachelor’s degree in a business field or equivalent experience

  • Five years of financial services experience

  • Strong understanding of defined benefit/defined contribution, or relevant financial operations

  • Experience and understanding of installation processes and plan administration

  • Knowledge and understanding of fund trading and the relationship between plan assets and system balances

  • Analytical and problem-solving skill to perform internal auditing procedures

  • Organizational and time-management skills to work on multiple assignments through to completion

  • Written and oral communication skills to convey technical information/analysis results

  • Basic accounting skills

  • Advanced skills in MS Excel

Preferred Qualifications

  • Pension plan conversion experience

  • Experience with AQT and/or SharePoint

Working Conditions

  • Work from Home/Remote