- Pay
- $90–145k
- Where
- Columbus, OH · Draper, UT · Frisco, TX · New York City, NY · Wilmington, DE
- Level
- Senior
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Job Summary
The Senior Retirement and Benefits Analyst will provide comprehensive analysis and oversight of employee retirement and voluntary benefit programs, evaluating plan performance, compliance, utilization, and cost-effectiveness. This role will develop and present detailed reporting on savings patterns, retirement concerns, and benefit trends and utilization. The analyst will translate data into insights and recommendations that inform our overall financial well-being strategy and plan design. The Analyst will recommend policy and program enhancements, partner with vendors to negotiate terms and implement benefit changes, ensure compliance with applicable regulations, and lead the coordination and facilitation of annual benefit plan audits, including preparation of supporting documentation and collaboration with internal and external stakeholders.
Essential Job Functions
Analyze and evaluate employee benefits programs against financial readiness detail to ensure effectiveness, compliance, and cost-effectiveness. - (30%)
Develop recommendations for adjusting policies to enhance plan designs while adhering to regulations. - (20%)
Research market trends for new products and collaborate with vendors to negotiate terms and implement changes to benefit programs. - (15%)
Prepare and present detailed reports on benefit effectiveness metrics to stakeholders, including investment committee members. - (10%)
Assist in the creation and implementation of new benefits programs to meet organizational needs and align with pillars. - (10%)
Facilitate the annual DC plan audit along with initial quality review of the annual 11-K filing and annual 5500 filing(s). - (10%)
Provide support for benefits-related inquiries by delivering accurate financial information and guidance to facilitate effective use of programs across organizational pay ranges. - (5%)
Minimum Qualifications
High School Diploma or GED.
5-8 years of experience in benefits analysis and management.
5-8 years of senior-level experience managing complex benefits programs.
Preferred Qualifications
Bachelor’s Degree or in Human Resources or Organizational Management.
5-8 years of experience giving presentations and exemplary public speaking skills.
Skills
Microsoft Excel
Microsoft Excel Pivot Table
Microsoft Excel Data Analysis
Microsoft Word Templates
Microsoft PowerPoint
Adobe
Accounting Finance
Detail-Oriented
Deadline Adherence
Online Presentations
Meeting Presentations
Reports To : Senior Manager and above
Direct Reports : 0
Work Environment
Normal office environment. (Remote or Hybrid), 3 to 4 days per month are expected in office if within 60 miles of a posted Bread Financial location.
Travel
Ability to travel up to 10% annually
Physical and Mental Requirements
To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and work environment requirements. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions, absent undue hardship.
Communicate/Hearing
Communicate/Talking
Stationary Position/Seated
Typing/Writing
Maintain focus in high pressure or fast-paced work environment
Other Duties
This job description is illustrative of the types of duties typically performed by this job. It is not intended to be an exhaustive listing of each and every essential function of the job. Because job content may change from time to time, the Company reserves the right to add and/or delete essential functions from this job at any time.
Salary Range (unless otherwise noted below):
$90,400.00 - $144,700.00
Full Salary Range for position:
California: $104,000.00 - $180,900.00
Colorado: $90,400.00 - $159,200.00
New York: $99,400.00 - $180,900.00
Washington: $99,400.00 -…