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Financial Plan Reporting Consultant

VanguardMalvern, PA

Posted Oct 12, 2026

What you’d do

Prepares and reviews annual financial reporting packages, Form 5500 filings, 8955-SSAs and SARs for Vanguard clients, and trains a global team of administrators on ERISA, DOL and GAAP requirements. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

  • Undergraduate degree or equivalent training and experience
  • Minimum two years related work experience, including leading projects
  • Working knowledge of recordkeeping systems and functions
  • Excellent verbal and written communication skills

Our summary of the listing. The full listing has the details.

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