Pension Data & Match Specialist

Transamerica; Denver (CO); On-site; USD 59,000 - 69,000; Full time

Benefits offered by this job

Competitive Pay

Bonus for Eligible Employees

Pension Plan

401k Match

Employee Stock Purchase Plan

Tuition Reimbursement

Disability Insurance

Medical Insurance

Dental Insurance

Vision Insurance

Employee Discounts

Career Training & Development Opportun

Job summary

Transamerica is seeking a detail-oriented professional to coordinate Match and Profit Share calculations for Mega and Large market clients. You will develop IF statement formulas, create year‑to‑date base calculation files, and load client data for outsourced services with ROC integration.

You will also support SharePoint/Access databases and assist internal/external clients in using Transamerica outsourcing technology. Strong Excel, AQT, and ROC skills are required.

Qualifications

• Bachelor’s degree in business, system-related degree, or equivalent experience.
• 3–5 years pension, accounting or technical experience.
• Comprehensive knowledge of processes and systems used with expertise in most job functions.
• Pension knowledge required.
• Strong PC skills including electronic mail, routine database activity, work processing, spreadsheet, etc.
• AQT and Spufi knowledge required.
• Knowledge of various software packages including EXCEL with emphasis on formula writing and creating Macros to calculate Employer contributions.
• Ability to use text editors to review file data necessary to support Outsource Services.
• Knowledge of AQT and ROC applications.
• Strong problem-solving skills needed to isolate and resolve data issues for Employer contribution files.
• Excellent time management and organizational skills to meet client deadlines.
• Knowledge of Transamerica’s PIII record keeping system.
• Knowledge of Transamerica’s Direct On-Line and Plan Sponsor On-Line.
• Knowledge of SharePoint and Access programs.
• Strong verbal and written communication skills to respond to inquiries by clients and internal Transamerica representatives.

Responsibilities

• Format EXCEL files and program calculation by implementing “IF” statements to perform Match/Profit Sharing calculations for Mega and Large market clients.
• Accumulating data from ongoing remittance files. Ensure true accuracy of these “quarterly” accumulated files needed for Plan Testing purposes as well as determining Employer contributions.
• Work with client on discrepancies or questions concerning the Match/Profit Sharing calculations.
• Review plan document to determine Outsource Services.
• Work with the client to develop test files for data required to support Outsourcing.
• Load data and activate Outsource Services for In-Force plans.
• Projects as assigned.

Skills

Pension knowledge

Strong PC skills

AQT

Spufi knowledge

ROC applications

Education

Bachelor’s degree in business, system-related degree, or equivalent experience

Tools

AQT

Spufi

ROC applications

Job description

Transamerica is seeking a detail-oriented professional to coordinate Match and Profit Share calculations for Mega and Large market clients. You will develop IF statement formulas, create year‑to‑date base calculation files, and load client data for outsourced services with ROC integration.

You will also support SharePoint/Access databases and assist internal/external clients in using Transamerica outsourcing technology. Strong Excel, AQT, and ROC skills are required.