What are the responsibilities and job description for the Accounting Specialist position at Ascensus?
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
This position is primarily responsible for supporting various business lines and timely and accurate support of cash application and collections.
Section 2: Job Functions, Essential Duties and Responsibilities
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. 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.
Section 1: Position Summary
This position is primarily responsible for supporting various business lines and timely and accurate support of cash application and collections.
Section 2: Job Functions, Essential Duties and Responsibilities
- Work closely with the finance coordinators to understand the impact of day to day processing
- Review of daily cash posting, balancing and approval
- Review monthly unapplied reports and client refunds
- Review AR cash monthly close process
- Monitor day to day collection process
- Review monthly aged receivable
- Assist with AR and collection set-up on new acquisitions
- Interface with internal and external audit
- Complete special projects for manager and other financial functions within the department as required
- Comply with Sox audit requirements
- Support year end external audit
- Perform other duties and special projects as assigned
- N/A
- Bachelor’s or associates degree preferred in Business Administration or related discipline
- Minimum 2 years business related experience
- Prior Supervisory position held a plus
- Strong analytical skills
- Detailed / Result oriented
- Proficient in Microsoft Word / Excel
- Knowledge of Lawson Billing System a plus
- Strong written and verbal communication skills
- Ability to handle multiple priorities and meet deadlines
- Strong interpersonal skills with internal and external clients
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. 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.