Business Analyst (Retirement)

Primary Job Duties & Responsibilities

• Audit & Compliance Support:
  • Prepare and format non-discrimination compliance testing data according to recordkeeper specifications.
  • Perform iterative data scrubbing until finalized.
  • Review and audit the recordkeeper’s annual Match True-up calculations for accuracy.
  • Participate in the data preparation and assembly of extensive reporting for the annual external retirement plan audit.
  • Research discrepancies and prepare formal responses throughout the audit lifecycle.
• Quantitative & Financial Analysis:
  • Apply Plan rules to the applicable data, perform iterative data scrubbing process, and participate in finalizing the annual Company Contribution calculations.
  • Conduct ad hoc retirement-related payroll transaction reviews and reconciliations with the recordkeeper to ensure calculation and transmission accuracy.
  • Perform routine data reconciliations at pre-determined cadence between HRIS and recordkeeper systems.
• Plan Administration & Operations:
  • Serve as primary point of contact for participant inquiries.
  • Audit and maintain retirement plan data quality and system configurations in the HRIS to ensure alignment with recordkeeper requirements.
  • Cookordination in-person participant education sessions across regional offices and jobsites in partnership with the recordkeeper.

Required Qualifications

• Experience: 3+ years of quantitative or analytical experience in finance, accounting, compensation/benefits, mathematics, or a related field.
• Technical & Analytical Aptitude: Demonstrated strength in data reconciliation, mathematical problem-solving, and advanced spreadsheet skills (Excel/Google Sheets).
• Communication: Strong interpersonal skills with a proven track record of cross-functional collaboration and clear communication across organizational levels.

Preferred Qualifications

• Education: Bachelor’s degree in finance, accounting, mathematics, business analytics, or a related discipline.
• General Knowledge: Direct experience with 401(k) or defined contribution plan administration, general investment concepts, and familiarity with ERISA/IRS regulatory guidelines.
• Systems: Experience with HRIS and Payroll platforms (Workday and/or EC Payroll strongly preferred) and recordkeeper platforms.
• Certifications: Professional certifications such as CEBS, QKA, CPSP, SHRM-CP/SCP, and/or S/PHR.
• Languages: Proficiency or working knowledge of Spanish is beneficial.