Senior Retirement Analyst managing calculations and business reporting for Defined Benefit clients. Collaborating with cross-functional teams and ensuring accuracy in deliverables.
Responsibilities
managing the manual and non-automated calculations for multiple Defined Benefit (DB) clients
business reporting, adhering to contractual obligations
facilitating internal scale & efficiency initiatives for your assigned clients
owning many aspects of peer review and final approval
supporting the COE’s interests in collaborating with cross product/functional subject matter experts
solving problems and making decisions based on trends, issues, and business drivers
Requirements
10+ years of defined benefit experience working for a benefits consulting firm or plan sponsor
Excellent mathematical and analytical skills
Exemplary critical thinking and problem-solving skills
Ability to balance and prioritize multiple projects in a fast-paced work environment while meeting standards outlined in the applicable client service level agreement
Aptitude to work within budgeted timeframes to maintain client profitability without sacrificing quality
Experience working directly with, or personally programming, DB calculation algorithms in Excel or other pension administration software applications
Ability to query, modify, set-up, and review test cases used to test pension administration systems
Experience actively gathering information from clients and third parties, framing questions, and covering all possible scenarios under the DB Plans
Benefits
comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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