Sr Proyect Analyst - Benefits Compliance & Regulatory Reporting

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.Key ResponsibilitiesManage 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.QualificationsBachelor'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.Preferred ExperienceRetirement, Health & Welfare, or VEBA plans.Employee benefit plan audits.ACA reporting (1094/1095).Workday, SAP, ADP, or other HRIS systems.Apply today if you have experience with benefits compliance, ERISA, regulatory filings, or employee benefit plan audits and want to make an impact in a high-visibility compliance role.You should be proficient in:Bachelor's DegreeERISAHIPAAIRS Form 5500SEC Form 11-KU.S benefits