Miami - Financial Analyst

At Winston Taylor, we set the standard, together. Winston Taylor is a transatlantic law firm built for the businesses, people, and markets driving capital and innovation. Here, you're in the room. In the action. Sleeves rolled up. You'll work with leading clients. Disruptors. Fast-growth companies. And help them to stay one step ahead of the moment and make critical decisions that shape their future.

We're present in the U.S., U.K., Europe, Latin America, and the Middle East, combining the scale and speed that clients demand. You'll be trusted with real responsibility from the outset and build experience through hands-on work. We take your progression personally. We provide the platform. You shape the work around your goals and aspirations. Step into the moments that matter.

Join Winston Taylor.

This is a Financial Analyst position with an emphasis on preparing financial data for the Firm’s various retirement benefit plans. Responsibilities include prepare account reconciliations, analysis, and reports for the Firm’s 401(k) and Cash Balance Plans. Prepare and process contributions and withdrawals for each plan and assist in the annual audit. Complete schedules for retirement benefit plan audits and file tax returns.

• Prepares monthly 401(k), Profit Sharing reconciliations between payroll and the general ledger.
• Prepares monthly 401(k) & Profit Sharing reconciliations between payroll & Fidelity.
• Processes Profit Sharing contributions for staff with Fidelity via uploading to Fidelity’s website. Resolve any issues. Book journal entries in CMS/general ledger to record payment of these payroll deductions to Fidelity.
• Processes 401(k) contribution, Partner Profit Sharing contributions, and loan payroll deductions with Fidelity including regular payrolls and off cycle payrolls. Resolve any issues. Book journal entries in CMS/general ledger to record payment of these payroll deductions to Fidelity.
• Prepare and file annual benefit plan 5500’s & SSA extensions with the IRS.
• Compiles contribution and loan information for staff and partner comparison reconciliation between Ulti and Fidelity for regular payrolls and off cycle payrolls.
• Update 401(k) Activity and Balances and Fund Performance Report for the Monthly Retirement Plans Committee meetings.
• Post monthly Fund Performance to Firm’s intranet; distribute report Firmwide.
• Review and process quarterly BAML fee for ESP and Fidelity invoices.
• Monitor and process Quarterly Fidelity Expense Credit Reimbursement.
• Assist with updating annual Summary Plan Descriptions, Investment & Enrollment Guides, and new hire memos, including posting updated documents to firm’s intranet.
• Prepare monthly Cash Balance Plan by participant reports from Willis Towers Watson and monthly investment performance reports from BAML. Identify and resolve any issues.
• Prepare monthly Cash Balance Plan reconciliation between participant accounts and Bank of America Merrill Lynch (BAML). Identify issues and work with BAML on proper resolution.
• Compile Cash Balance Plan Distribution and In Service Withdrawal rollover forms and create distribution forms. Identify and resolve any issues. Work with BAML to process distributions and resolve any wire or check issues.
• Organize information and prepare partner statements for annual Cash Balance Plan In Service Withdrawals, to be distributed to eligible participants.
• Distribute quarterly Cash Balance Plan statements to termed participants.
• Analyze monthly and quarterly Cash Balance Plan invoices from BAML. Work with BAML on any issues to ensure Firm is charged correctly.
• Assists in the annual Firm audit and the Retirement Plans audits. Prepare required schedules, reports, and financial statements. Work…