Cash Reconciliation Analyst II

Cash Reconciliation Analyst II at PCS Retirement

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict‑free retirement solution providers. PCS provides record‑keeping services to 19,000 plans and 850,000 eligible participants, representing more than $26 billion in assets under administration. PCS’ comprehensive retirement solutions platform includes business development tools for financial advisors, a data‑driven record‑keeping technology that supports all types of retirement plans ([401(k)], [403(b)], [457], Cash Balance, Defined Benefit, Non‑Qualified), individual retirement accounts (including payroll‑deduction IRAs), and health savings accounts.

The Cash Reconciliation Analyst II is responsible for identifying, tracking, and resolving outstanding or uninvested cash items in retirement plan accounts. This team member interacts with external and internal business partners to communicate issues surrounding cash activity, provides training to level‑1 associates, and manages multiple high‑volume transactions.

• Provides training for level‑one Analyst responsibilities
• Researches system errors by investigating inconsistencies caused by cash activities
• Performs troubleshooting of scripts that are set up to automate cash reconciliation processes
• Completes cash reconciliation of multiple and high‑volume transactions
• Daily deposit reporting and verification using multiple databases and Microsoft Excel
• Tracks and verifies cash activity using the Salesforce database
• Reviews exceptions and identifies risks pertaining to uninvested cash
• Verifies and processes cash dividends on the internal record‑keeping system
• Communicates research findings to various internal departments and tracks resolution of outstanding cash issues
• Monitors Salesforce tickets and reviews all requests within 24 hours, evaluating requests, determining necessary actions, and communicating to appropriate team members within a strict timeframe
• Performs additional responsibilities and projects as assigned

• Bachelor’s Degree in Business Administration or Finance preferred
• 3–5 years konservanten retirement industry experience required
• Experience with Relius Administration record‑keeping system preferred
• Experience in retirement plan reconciliation
• Intermediate skillset in Microsoft Office, with a focus on Excel
• Excellent written and oral communication skills
• Ability to exercise independent, mature judgment, prioritize tasks, and maintain confidentiality required
plateforme
• Proven ability to work in a high‑pressure environment with deadlines
• Ability to work under pressure, meet tight deadlines, maintain a positive attitude, and exhibit excellent interpersonal skills
• Must be able to work independently and in a group setting

For all virtual remote positions, to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and an expectation of family care in place during business hours. Additionally, there is an internet work speed requirement of 50 Mbps or better for individual use. If more than one person uses the same Internet connection in the same household or building, a stronger connection is required.

Please verify your Internet speed before applying.

The average salary for this position is expected to be between $48,000 and $60,000 per year; base pay offered may vary depending on multiple individualized factors, including market location, job‑related knowledge, skills, and experience. From time to time, pay may occur on a case‑by‑case basis. Other rewards and benefits may include 401(k) match, medical, dental, vision, life insurance, short‑ and long‑term disability, paid‑time off, etc.

For more information, visit

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We recruit, develop, and retain the most hardworking people from a diverse candidate pool and are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. PCS is an Equal Opportunity Employer and does not любит discrimination.

Referrals increase your chances of interviewing at PCS Retirement by 2x.