Retirement Plan Data & Compliance Analyst

Green Key Resources LLC; Bethesda (MD); On-site; USD 70,000 - 90,000; Full time

Job summary

Green Key Resources LLC in Bethesda, MD seeks a Retirement Benefits Analyst to join its Total Rewards team. You will analyze retirement plan data, support audits, and ensure accurate plan administration with strong attention to detail.

The role requires 3+ years in analytics or finance, advanced Excel or Google Sheets, and experience with HRIS/payroll (Workday preferred). You will collaborate with HR, payroll, finance, and external vendors to resolve issues and meet deadlines.

Qualifications

• 3+ years in analytical, quantitative, finance, accounting, or related roles.
• Advanced Excel or Google Sheets skills.
• Bachelor's degree preferred in Finance, Accounting, Mathematics, or related field.

Responsibilities

• Prepare data for retirement plan compliance testing and audits
• Review plan calculations and reconcile discrepancies with recordkeepers
• Perform reconciliations between HRIS/payroll and retirement platforms
• Review payroll transactions and retirement contributions for accuracy
• Apply plan rules to employee data and validate data quality
• Maintain retirement plan information and system configurations in HRIS
• Assist during audits and respond to inquiries
• Coordinate retirement plan education sessions and employee communications
• Collaborate with HR, payroll, finance, and vendors to resolve issues
• Manage multiple deadlines across audits, testing, reconciliations, year-end

Skills

Data analysis

Reconciliation

Problem solving

Excel/Sheets

Attention to detail

Communication skills

Time management

Education

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

Tools

Workday

Job description

Green Key Resources LLC in Bethesda, MD seeks a Retirement Benefits Analyst to join its Total Rewards team. You will analyze retirement plan data, support audits, and ensure accurate plan administration with strong attention to detail.

The role requires 3+ years in analytics or finance, advanced Excel or Google Sheets, and experience with HRIS/payroll (Workday preferred). You will collaborate with HR, payroll, finance, and external vendors to resolve issues and meet deadlines.