Retirement Benefits Analyst - Data-Driven, Detail-Oriented

Green Key Resources; Bethesda (MD); On-site; USD 65,000 - 95,000; Full time

Job summary

Green Key Resources in Bethesda, MD is seeking a detailed Retirement Benefits Analyst to join its Total Rewards team. This role emphasizes accurate retirement plan data, reconciliations, compliance, and smooth plan administration, with opportunities to drive data integrity across the organization.

You will analyze financial information, support audits, and collaborate with HR, payroll, finance, and external vendors to ensure retirement processes are completed accurately and on schedule, while

Qualifications

• 3+ years of analytical, quantitative, finance, accounting, compensation, benefits, or related experience.
• Strong data analysis, reconciliation, and problem-solving skills.
• Advanced Excel or Google Sheets skills.
• Strong attention to detail and commitment to data accuracy.
• Excellent communication and interpersonal skills; ability to manage multiple priorities and deadlines independently.
• Bachelor's degree in Finance, Accounting, Mathematics, Business Analytics, or a related field preferred.

Responsibilities

• Prepare and analyze data for retirement plan compliance testing and annual audits.
• Review retirement plan calculations and reconcile discrepancies with external recordkeepers.
• Perform recurring reconciliations between HRIS/payroll systems and retirement plan platforms.
• Review payroll transactions and retirement contributions for accuracy.
• Apply plan rules to employee data and perform detailed data validation and cleanup.
• Maintain accurate retirement plan information and system configurations within the HRIS.
• Research discrepancies and provide documentation and responses during audit processes.
• Serve as a point of contact for employee retirement plan questions.
• Coordinate retirement plan education sessions and employee communications.
• Partner with HR, payroll, finance, and external vendors to resolve issues and maintain data integrity.
• Handle confidential employee and financial information with discretion.
• Manage multiple deadlines throughout the year, including audits, compliance testing, reconciliations, and year-end activities.

Skills

Data analysis

Reconciliation

Excel

Google Sheets

Attention to detail

Communication

Education

Bachelor's degree in Finance, Accounting, Mathematics, Business Analytics, or related field

Tools

Workday

Job description

Green Key Resources in Bethesda, MD is seeking a detailed Retirement Benefits Analyst to join its Total Rewards team. This role emphasizes accurate retirement plan data, reconciliations, compliance, and smooth plan administration, with opportunities to drive data integrity across the organization.

You will analyze financial information, support audits, and collaborate with HR, payroll, finance, and external vendors to ensure retirement processes are completed accurately and on schedule, while