204353 - Senior Treasury Analyst
CA-S.Cali-Los Angeles/Orange Counties
Rancho Cordova
12 months

Chipton-Ross is seeking a Senior Treasury Analyst for a direct opportunity in Cordova, CA.

This position is 100% onsite.

40% - PENSION & BENEFIT INVESTMENTS ADMINISTRATION: - Interacts directly with the investment managers to resolve any discrepancies in fees that are invoiced when compared to internally generated fee calculations - Reviews asset valuation reports and works with investment managers or the trustee to determine cause of any differences period over period or differences between the investment manager and trustee valuations - Assists the Sr. Manager in evaluating completeness and accuracy of asset values reported by investment managers, including private assets and hedge funds - Prepare and provide weekly, monthly, and quarterly pension reports to executive management and maintains and/or develops all related Excel workbooks - Assists with preparation of presentations to management, the Benefits Management Committee and other internal and external groups - Assist the Sr. Manager as needed in responding to pension & 401k audit requirements/requests - Ensures adherence with SOX and audit requirements and assists in maintaining SOX controls related to pension plan investment administration - Coordinates information provisioning by Investment Consultant and Trustee and assists Sr. Manager in responding to Benefits Management Committee questions or requests for information - Assists Treasury management in special pension related studies or projects
20% - TRUSTEE RELATIONSHIP: - Day-to-day interaction with the Trustee to ensure the timeliness of meeting reporting deadlines as well as the accuracy and integrity of the information - Verifies accuracy of all reports provided by Trustee by comparing to internally kept reports (e.g. expenses and fees, manager summary of assets, etc.) and ensures that Trustee makes timely and accurate payments to investment managers for fees and expenses - Prepares all Trustee letters of direction.
40% - 401(k) PLAN/BENEFITS RESTORATION PLAN INVESTMENT ADMINISTRATION - Maintain monthly hedge reporting associated with investments available in the Company's non-qualified benefit plans - Prepare quarterly reporting for the Savings Plan Investment Committee and the Board - Coordinate with management and the investment consultant on special projects related to investment options & plan designs in the 401(k)
Skills: Additional Requirements and Preferred Qualifications: - Prior work experience in Corporate Treasury, Investment Consultancy, Investment or Audit Firms highly desired - Must be detail oriented and have strong computer skills, including Microsoft Office and in particular Excel - Must be able to work in a fast-paced environment while meeting daily deadlines and be comfortable working with senior management, external investment managers, consultants and members of the Benefits Management Committee - Familiarity with custody banking applications a plus - CPA or CFA a plus


Accredited Bachelors' degree in Finance, Accounting or Business Administration and 5 to 10 years of pension & 401K plan administration management, audit, and accounting experience, or an equivalent combination of education and experience.


Employment will be contingent on clearing a drug screen and background check. Both must clear prior to start date.

Rochelle Anderson
420 Culver Boulevard
Playa Del Rey, CA 90293

Phone: (310) 414-7800 x280 or (800) 927-9318 x280

Candidates responding to this posting must currently possess the eligibility to work in the United States. No third parties please.

Employment will be contingent on candidate clearing pre-employment drug screen and background check.

Chipton-Ross provides equal employment opportunities to all employees and applicants for employment without regard to race, color, creed, religion, national origin, sex (including pregnancy), age, disability, sexual orientation, gender identity and/or expression, protected veteran status, genetic information, or any other characteristic protected by Federal, State or local law. This policy governs all areas of employment at Chipton-Ross, including recruiting, hiring, training, assignment, promotions, compensation, benefits, discipline, and terminations.