Reconciliation Operations Associate, Guideline
$65-82.5k
Retirement plans for small business
Open for applications
Retirement plans for small business
201-500 employees
Open for applications
$65-82.5k
201-500 employees
Company mission
To help everyone arrive at a secure retirement.
Role
Who you are
- 2+ years experience in data reconciliation, accounting, or 401(k) working with large sets of data to reconcile
- Sharp analytical skills with an ability to be adaptive to new scenarios and learn new processes easily
- An accountable results-oriented driver who works backward from outcome to deliver results in a fast-paced environment by prioritizing scope, quality, time, and resources
- A systems thinker with experience unpacking and learning complex systems
- An excellent verbal and oral communicator with the ability to articulate complex programs at the right altitude for the audience
- Loves improving workflows through business systems with a passion for a single source of truth documentation
- Understanding of Excel, sheets, SQL, and data analytics tools
- An accounting background, organization tools like Salesforce, Jira, and Confluence, BI tools like Looker and BigQuery knowledge is a plus but not required
What the job involves
- The Operations Associate for Reconciliation role is an opportunity to join the Guideline team that is focused on centralizing and eliminating financial data discrepancies at scale to inspire confidence within the Operations organization to execute work with minimal blockers
- This role reports directly to the Reconciliation Operations manager
- Responsible for increasing operational efficiency across our core XF workflows by solving data discrepancies
- Partner with our Annual Compliance, Client Transition, Corrections, and Client Operations teams to identify and manually reconcile data discrepancies enabling those teams to complete work in a timely manner
- Partner with R&D teams to understand the scope & action required to reconcile data discrepancies including executing manual reconciliations
- Run SQL queries to investigate and identify data discrepancies
- Respond to escalation and time-sensitive data reconciliation requests from our XF stakeholders
- Identify and eliminate root cause issues that generate data discrepancies with our R&D teams
- Project manage cross-functional teams' data reconciliation projects aligning teams on goals
Our take
When businesses offer a 401(K) plan, a message is sent to employees and potential employees that their future is valued by their employer. However, small businesses are often left behind, being charged extortionate fees or ignored by 401(K) providers altogether, leaving many American families with no retirement savings and the potential of retiring into poverty.
Guideline spotted this oversight as an opportunity to jump in and offer small businesses an affordable 401(K). It generates income by charging each business a flat monthly fee per participant.
The company now manages retirement plans for hundreds of thousands of people in over 40,000 companies and has accumulated over $8 billion in assets under management. Benefits providers Intuit, Gusto, and Square all use Guideline as their 401(K) partner.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Employee endorsements
Nice people
"The people at Guideline are really nice, friendly, and helpful. We get to know other members a little better outside of work, and there is an effort..."
Funding (last 2 of 6 rounds)
Jun 2021
$200m
SERIES E
Jul 2020
$80m
SERIES D
Total funding: $339m
Company benefits
- Comprehensive medical, dental and vision plans—100% for employees, 70% for dependents
- Generous 401(k) match
- Paid time off + unlimited vacation days
- Paid parental leave
- Mental health coaching and therapy
- Learning and development stipend
- Cash referral bonus
- Commuter benefits
Company HQ
South San Mateo, San Mateo, CA
Articles
Leadership
Kevin Busque
(CEO)Majored in Computer Information Science at Fitchburg State University. Started out as an Advisory Unix Systems Administrator at IBM and then founded LinkedUp.net, an Open Source consulting company, in 1996. Acted as Chief Information Security Officer at the Institute for Health Metrics and was Director of IT at Humedica. Co-founded TaskRabbit in 2008, acting as its VP of Technology until 2015.
Mike Nelson
(CTO)Majored in Mechanical Engineering at the University of Southern Maine. Was Mobile Developer and CTO at TechStars-backed Accelgolf from 2007 to 2010. Joined SkillSlate as Rails Engineer and CTO, before being hired by TaskRabbit as Staff Engineer in 2012.
Jeremy Caballero
(CPO)Started out as a Junior Programmer at Mail Boxes Etc. Worked as a Photographer and Videographer from 2007 to 2011, and then as a Freelance Digital Designer. Was Lead Designer at lifestyle adventure brand Targa Trophy before joining TargetSafety's UX team. Was made Lead Product Designer at TaskRabbit in 2012.
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