Operations Associate, Reconciliation

Be a Part of our Team!

Guideline was founded in 2015 with the mission to help everyone arrive at a secure retirement.  We are transforming the retirement industry with more transparency, seamless technology integrations, accessibility and affordability.  

We are a fast-growing technology company looking for exceptionally motivated people who love to see their work’s impact daily, are driven to ensure the company’s success, and want to be a part of the next generation of retirement planning.

Job Description

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. The 60-person Operations organization includes Corrections, Client Ops, Annual Compliance Ops, Reconciliation, and Client Transition Ops. This role is available in all locations.

Responsibilities

• 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

Qualifications

• 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

Why Guideline

Our values serve as a compass that guides our decisions and are considered non-negotiable, especially when it comes to hiring. Together with our employees, partners, and customers, we live these values every day.  

Everyone has hopes and dreams for the future, but it seems like only some of us are able to financially invest in them. That’s something we’ve made it our mission to solve - to help everyone arrive at a safe, secure retirement. Whatever type of work you choose, whatever the size of your business.  

We’ve done this by building the easiest, most affordable, most comprehensive platform for investing in your financial future.  It replaces doubt and fear with transparency, knowledge and understanding. It makes it possible, even enjoyable, to participate in a retirement plan as an employer, employee or partner.  

Because when you know how to safely, smartly invest today, you’ll be able to do more of what you love when the future arrives. And that is something everyone should be able to look forward to.

Compensation

At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. We are always evaluating our pay zones to be as competitive as possible, so keep in mind these may be subject to changeThese pay zones may be modified in the future.

Please speak with a recruiter for additional information regarding our tier locations and compensation philosophy.

Metro+:

• The base salary range for this position is $67,500-$82,500 annually.

Metro:

• The base salary range for this position is $65,000-$80,000 annually.

National:  

• The base salary range for this position is $65,000-$80,000 annually.

In addition to base salary, this position is eligible for equity in the form of Incentive Stock Options (ISOs).

At Guideline, base salary is just one component of the overall Total Rewards package offered to employees.  All employees are offered comprehensive benefits and perks to help support you and your family.

• Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar

• 401(k) with matching contributions — We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)

• 100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents

• Opt-out credit if all three plans are waived

• Eligibility to participate in Health Savings Account and Flexible Spending Accounts

• Disability and life insurance options

• Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents

• Paid parental leave for birthing and non-birthing parents

• 1 - month Sabbatical after 5 years of employment

• Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year.

Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.  Additionally, Guideline participates in the E-Verify program in certain locations, as required by law. 

Guideline is an equal opportunity employer. Applicants in need of special assistance or accommodation during the interview process can reach out to peopleops@guideline.com.

Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline's Privacy Policy for information about our privacy and security practices.