Senior Benefits Compliance & Reporting Analyst

PDS Tech, Inc.; Charlotte (NC); On-site; USD 70,000 - 95,000; Full time

Job summary

PDS Tech Commercial is seeking a Sr. Project Analyst to support compliance and regulatory reporting for employee benefit plans, including retirement, health & welfare, and VEBA programs.

You will manage Form 5500 filings and ACA/SEC reporting, ensuring adherence to ERISA, HIPAA, COBRA, DOL, IRS, and state regulations. The role involves maintaining plan documents, disclosures, and calendars; supporting audits; and collaborating with auditors, legal, HR, and third-party administrators to analyze

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 3+ years of accounting, auditing, compliance, or benefits administration experience.
• Experience with Form 5500 filings strongly preferred.
• Knowledge of employee benefit plans and regulatory requirements.
• Strong analytical, organizational, and reporting skills.

Responsibilities

• Manage and support IRS Form 5500, ACA (1094/1095), and SEC Form 11-K filings.
• Ensure compliance with ERISA, ACA, HIPAA, COBRA, DOL, IRS, and state regulations.
• Maintain plan documents, disclosures, and compliance calendars.
• Support internal and external benefit plan audits.
• Analyze benefits data and prepare compliance reports.
• Partner with auditors, legal teams, HR, and third-party administrators.

Skills

Analytical skills

Organizational skills

Reporting skills

Regulatory knowledge

Education

Bachelor's degree in Accounting/Finance/Business

Tools

Workday

SAP

ADP

Job description

PDS Tech Commercial is seeking a Sr. Project Analyst to support compliance and regulatory reporting for employee benefit plans, including retirement, health & welfare, and VEBA programs.

You will manage Form 5500 filings and ACA/SEC reporting, ensuring adherence to ERISA, HIPAA, COBRA, DOL, IRS, and state regulations. The role involves maintaining plan documents, disclosures, and calendars; supporting audits; and collaborating with auditors, legal, HR, and third-party administrators to analyze