Senior Benefits & Retirement Analyst

Spx-Technologie; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

SPX Technologies in Charlotte, NC, is seeking a Benefits Specialist III / Retirement & Leave Analyst to lead U.S. defined contribution and remaining pension activities, and to support Canadian retirement programs including RRSP governance.

You will partner with Fidelity, WTW, Dayforce, SuccessFactors, and HR teams to ensure accurate administration, regulatory compliance, and timely employee support. In addition to day-to-day administration, you will analyze data, manage vendor relationships, and

Qualifications

• Bachelor's degree in HR, Business, Finance, Accounting, Analytics, or related field preferred.
• 5+ years of progressively responsible benefits administration experience, including meaningful retirement plan experience; leave-of-absence administration preferred.
• Experience with U.S. defined contribution plans; defined benefit/pension experience preferred.
• Experience with Canadian retirement programs, RRSPs, mergers and acquisitions, or benefits integrations preferred.
• Working knowledge of ERISA, IRS, DOL, SECURE 2.0, and applicable leave requirements; ability to research and apply new requirements as needed.
• Advanced Microsoft Excel skills and ability to work with large datasets, perform reconciliations, identify discrepancies, and develop actionable insights.
• Experience with Fidelity, WTW, SuccessFactors, Dayforce preferred.
• Strong written and verbal communication skills.

Responsibilities

• Serve as SME for U.S. retirement plans with focus on defined contribution programs.
• Partner with Fidelity and WTW for plan administration including contributions, distributions, and data feeds.
• Collaborate with Payroll (Dayforce), HRIS (SuccessFactors), Finance, Legal to maintain data integrity.
• Coordinate annual compliance testing, audits, Form 5500 filings, and plan notices.
• Maintain plan documents, controls, and records per ERISA, IRS, DOL requirements.
• Lead leave-of-absence program administration and vendor coordination.
• Administer Canadian retirement programs and RRSP governance; integrate acquired Canadian companies.
• Monitor vendor performance and drive improvements in service and cost.
• Analyze benefits data for leadership reporting and decision-making.

Skills

Microsoft Excel

Data analysis

Communication skills

Cross-functional collaboration

Education

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

Tools

Dayforce

SuccessFactors

Fidelity

WTW

HRIS

Job description

SPX Technologies in Charlotte, NC, is seeking a Benefits Specialist III / Retirement & Leave Analyst to lead U.S. defined contribution and remaining pension activities, and to support Canadian retirement programs including RRSP governance.

You will partner with Fidelity, WTW, Dayforce, SuccessFactors, and HR teams to ensure accurate administration, regulatory compliance, and timely employee support. In addition to day-to-day administration, you will analyze data, manage vendor relationships, and