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Analyst, Financial Benefits - Retirement

85k – 110kUnited StatesFinance & AccountingRemote3+ YOE
Summary

Analyst executing day-to-day retirement benefits operations, conducting audits, managing data feeds, resolving issues with engineering, and analyzing benefits data using SQL and Excel. Requires 3+ years experience and 401(k) knowledge.

About the role

Responsibilities

  • Execute day-to-day operations for Justworks Benefits, including recurring daily, weekly, monthly, and quarterly audits of system and partner data
  • Oversee daily incoming and outgoing file feeds to ensure timely data sharing
  • Collaborate with team leads to triage system bug investigations and own end-to-end remediation with engineering
  • Communicate with partners to relay issues and audit findings
  • Maintain partner and internal SLAs
  • Assist with completing regular billing and invoicing of contributions for Benefit Partners
  • Work with internal stakeholders (Product, Engineering, Legal, Finance) and external Benefit Partners to resolve escalated issues
  • Gather and analyze customer benefits data using SQL, Excel, and proprietary systems
  • Identify and resolve errors and pain points in benefits operations using creative technical solutions
  • Assist with executing regular filings and regulatory duties
  • Work cross-functionally to ensure systems and procedures are updated
  • Track, analyze, and report on regular KPIs
  • Create operational tools and dashboards as needed
  • QA member data as needed
  • Partner with Product and Engineering teams to improve systems and resolve issues
  • Assist in coordinating system implementation of new benefits features

Requirements

  • Minimum of 3 years experience in a similar role
  • SQL knowledge required
  • Strong written and verbal communication skills
  • Extremely detail-oriented with great time management skills
  • Experience working in a fast-paced, data-driven environment
  • Experience working cross-functionally
  • Strong analytical and data management skills
  • Strong execution skills
  • Knowledge of Employer Sponsored Benefit Plans + 401(k) required

Nice-to-Haves

  • Tableau, Jira, Excel, and Confluence experience preferred
  • Retirement certifications (RPF, QKA, etc) strongly preferred
Skills
SQLTableauJiraExcelConfluence401(k)Employer Sponsored Benefit PlansData AnalysisKPI ReportingDashboard Creation
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