Title: Senior Staff Accountant, FuturePlan Location: Dresher, Pennsylvania Senior Staff Accountant, FuturePlan - Dresher, Pennsylvania - Full time - Hybrid - Ascensus Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Section 1: Position Summary Responsible for assisting with the general ledger month-end close process for the FuturePlan business, including the preparation and reconciliation of balance sheets and income statements in accordance with applicable accounting standards. Provides audit support and partners with management to support financial reporting and analysis. Section 2: Job Functions, Essential Duties and Responsibilities - Own month-end close activities related to expenses, including the preparation and review of expense-related journal entries, accruals, and reclassifications, and serve as the primary expense contact. - Support other aspects of the FuturePlan monthly close, including ancillary revenue accruals, while ensuring compliance with internal control requirements. - Prepare journal entries, perform balance sheet reconciliations, conduct account fluctuation analyses, and investigate variances. - Prepare and analyze monthly profit and loss statements and balance sheet reporting. - Support external audit activities, including the preparation of supporting schedules and response to audit inquiries, as needed. - Develop and maintain clear and complete narrative documentation for accounting processes, procedures, and controls. - Ensure accurate revenue and expense recognition in accordance with U.S. GAAP; research technical accounting guidance and draft accounting memos as required. - Lead and contribute to special projects in support of management and broader finance initiatives. - Partner with business leaders and cross-functional teams to track, analyze, and explain revenues and expenses. - Proactively identify accounting issues and recommend process improvements to enhance accuracy, efficiency, and effectiveness of financial reporting. - Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. - Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Supervision - Support the professional development of members of the accounting team including co-ops and interns. Section 3: Experience, Skills, Knowledge Requirements - Bachelor’s Degree in Accounting required. - Industry accounting experience or a mix of public accounting and industry accounting experience - 2-4 years of accounting experience. - Advanced Microsoft Excel skills are required - Ability to work effectively within tight timeframes and meet deadlines. - Highly analytical and detail oriented with an aptitude for problem solving. - Ability to work independently; strong communication and organizational skills. - Ability to streamline and improve accounting processes. - Proven ability to collaborate effectively with cross-functional teams to achieve organizational objectives. For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider. We are proud to be an Equal Opportunity Employer For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

Role Description The Senior Accountant role is the key one in maintaining healthy financial shape and discipline of the entities. This role includes managing financial records, preparing financial statements, ensuring compliance with internal policies and accounting standards. They often supervise and control other teams’ journals, analyze financial data, and contribute to strategic financial decision-making related to the markets of direct responsibility, oversee accounts payable and receivable, and assist with audits and taxes. How you will make a difference: - Produce high-quality monthly financial reports with full review of P&L and all Balance Sheet positions. - Complete weekly bank reconciliations, analyze and summarize cash positions, and monitor cash flows while highlighting any concerns. - Assist the AR team with invoicing and debt identification. - Perform intercompany reconciliations and control market-related AP and liabilities identification. - Process month-end journal entries and ensure financial control and compliance. - Monitor and highlight any potential risks to the business. - Support local accounting, tax, and audit professionals with all required documentation and explanations as often as required (monthly, quarterly, or yearly). - Support the business with various reports upon request. - Act in accordance with Safeguard Global values and ethics. - Review and improve processes, procedures, and policies while sharing best practices with teammates. Qualifications - 3+ years of experience in accounting role. - Experience or exposure of working with multinational business is desired. - Experience with financial accounting and balance sheet reconciliations. - Data analysis skills. - Excellent communication skills, including English Language. - Advanced Excel skills. - Designed and implemented process improvement initiatives. Benefits - Autonomy and Flexibility (work in any way): Remote first, with the flexibility to include life needs like school runs and gym breaks in your schedule, all while maintaining a high standard of work. - International environment: Grow your network internationally and collaborate across the world. Interact, discover cultures, and tap into local expertise. - Human centered culture: We emphasize the people factor in everything we do. Our nurturing culture ensures your ideas reach our leaders and your contributions get the recognition they deserve. - Learning: We support your continuous growth by providing access to 2 learning platforms, where you can learn at your own pace. Company Description We’re not bound by traditional ways of doing things. Yep, we enable global expansion without the risk for more than 1,500 clients, but what really sets us apart is our vibe. We’re a community of 900+ Guardians, spread-out over 50+ countries, united by our dedication to a remote first and flexible workforce.

Role Description This position is open to Alaska residents only. The definition for Alaska residency can be found at Alaska Residency, Recruitment, Division of Personnel, Department of Administration. You must meet this requirement to be considered for this position. This position is exempt from the hiring freeze. Qualified applicants are encouraged to apply. This job class uses Competency Based minimum qualifications (MQs). Please read the competency Based MQ instructions to learn more. Under general supervision of the Cash Manager (State Investment Officer, PCN 045013), this position: - Administers the State’s credit card acceptance contract. - Assists departments with implementing new card-present, ecommerce, e-billing, and other card acceptance methods. - Coordinates statewide Payment Card Industry Data Security Standards (PCI) compliance. - Works with departments to ensure inventories of people and hardware involved in card processing are accurate. - Collaborates with a Qualified Security Assessor and departments to complete an annual PCI assessment. - Coordinates completion of required annual PCI training. - Serves as the primary system administrator and backup operator for the State’s Treasury Management System. - Takes on various additional projects as needed. - Must be able to serve as backup for all positions within Cash Management. - Supervises an Acct II/Acct III flex position. Qualifications - Analytical Thinking/Problem Solving: Uses a logical, systematic, sequential approach to address problems or opportunities. - Oral and Written Communication: Effectively expresses information to individuals or groups, making clear and convincing presentations. - Self-Management: Sets well-defined and realistic personal goals; displays a high level of initiative and commitment. Requirements - Any combination of education and/or experience that provides the applicant with competencies in: - Analysis and Assessment: Uses information technology in accessing, collecting, analyzing, maintaining, and disseminating data and information. - Financial Analysis: Knowledge of principles, methods, and techniques of financial analysis, forecasting, and modeling. - Principles of Accounting: Knowledge of generally accepted accounting principles, standards, and practices. - Reasoning: Identifies rules, principles, or relationships that explain facts, data, or other information. - Technical Competence: Uses knowledge acquired through formal training or extensive on-the-job experience. Benefits - Working in the division provides promotional opportunities to learn in-depth knowledge of the division's programs and services to Alaskans. - If you can see yourself in this role, we would love to hear from you! Additional Required Information - If selected for an interview, the applicant must provide: - A copy of academic transcripts (unofficial are okay). - List of three (3) professional references. - Last two (2) performance evaluations or supervisory letters of recommendation. - Position requires access to the tax system and passing a federal background investigation including fingerprinting. - To verify education, fill in the Education section of the application. - Special instructions for foreign education apply. - Work experience must be documented in the application. - Attaching a resume or CV is not an alternative to filling out the application. - The State of Alaska does not provide VISA Employer sponsorships. - This recruitment may be used for more than one (1) vacancy. - You can ONLY apply for this position through the Workplace Alaska website or via a hard copy application. Contact Information For specific information in reference to the position please contact the hiring manager at: - Gabe Ellenbecker - Cash Manager - Phone: 907-465-3718 - Email: Gabe.Ellenbecker@alaska.gov

• Maintaining accurate, up-to-date books on a daily basis • Monthly bank, company card, and crypto reconciliations and book keeping • Managing accounts receivable and payable, including proactive invoice follow-ups • Handling quarterly estimated tax payments, year-end filings, and 1099 issuance • Assist in maintaining financial tracking and reporting in notion and google sheets • Keeping financial SOPs and documentation organized in Notion