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About the Role

The Data and Process Analyst is responsible for the delivery of specific defined benefit and defined contribution processes, ensuring consistency with Funds' strategy and goals. This role involves analyzing Taft-Hartley benefit plan data and administering union member benefits, utilizing knowledge of benefit administration and information systems to support the Retirement Services department.

Responsibilities

• Coordinate pension payroll processing, including batch processing calendars with IT and Finance, reconciling headcount and financial activity, validating tax withholding, and maintaining procedural documentation and disaster recovery plans.
• Process and review actuarial valuation data files, working with management and consulting actuaries to generate annual census data for pension plan funded position determination.
• Support audits of pension plans and SRSP (401(k) Plan) by collaborating with external CPA auditors to validate disbursement payment activity.
• Assist with the Annual 1099 project, ensuring accurate and timely preparation, validation, and distribution of annual tax forms.
• Support the annual generation, review, and submission of IRS Form 8955 by coordinating data extraction, validation, cleanup, and quality review across pension plans.
• Coordinate all batch processes, including RMDs, age 65 notifications, and suspension batches.
• Validate weekly SRSP data files sent to TPA for recordkeeping.
• Support SRSP projects, including IRS non-discrimination testing file preparation and RMD review.
• Conduct special pension participant data and eligibility research.
• Resolve SRSP participant issues.
• Collaborate with the Implementation Team on V3 implementation, including UAT, calc spec review, report/batch spec review, and test case creation/review.
• Perform special projects or tasks as assigned by management.

Requirements

• Two years' experience in defined benefit administration or defined contribution plan administration preferred.
• Knowledge of pension calculations and validation of data elements preferred.
• Ability to prioritize work and meet deadlines.
• Strong proficiency in Microsoft Office Suite, specifically Microsoft Excel (a proficiency assessment will be administered).
• MS Dynamics and QlikView experience preferred.
• V3locity V10 experience helpful.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent organizational and prioritizing skills.
• Detailed oriented with a strong ability to multitask.
• Demonstrated customer service orientation.
• Strong oral and written interpersonal skills.
• Ability to work both independently and as a team player.
• Ability to effectively operate in a fast-paced work environment.

Skills

• Microsoft Office Suite
• Microsoft Excel
• MS Dynamics
• QlikView
• V3locity V10
• Analytical skills
• Problem-solving skills
• Decision-making skills
• Organizational skills
• Prioritizing skills
• Multitasking
• Customer service
• Oral communication
• Written communication

Location

• Onsite

Work Type

• Full-time

Experience Level

• Entry-level
• Mid-level

Education Level

• Bachelor's degree required from an accredited university with concentration in Math, Accounting, or related analytical field.

About the Company

• Building Services 32BJ Benefit Funds (“the Funds”) administers Health, Pension, Retirement Savings, Training, and Legal Services benefits to over 185,000 SEIU 32BJ members.
• The Funds' mission is to make significant contributions to the lives of members by providing high-quality benefits and services.
• Core values include Flexibility, Initiative, Respect, Sustainability, and Teamwork (FIRST).
• The Funds oversee and manage $11 billion in assets.
• The organization uses cutting-edge technology including M365, Dynamics 365 CRM, Dynamics 365 F&O, Azure, AWS, SQL, Snowflake, and QlikView.
• The Funds continue to drive innovation, equity, and technology insights to further help members and their families.