Benefits Analyst

Carter's•Atlanta, GA

8d•Hybrid

About The Position

The Benefits Analyst supports the design, administration, and continuous improvement of financial wellbeing, equity compensation, and health and welfare programs. The Analyst partners with HR, Finance, Legal, and external vendors to support compliance, operational excellence, and a positive employee experience. The role typically reports to the Sr. Director, Global Benefits and is based in Carter’s Buckhead office in a hybrid work environment. The role administers equity compensation programs, including grant processing, vesting schedules, transactions, terminations, recordkeeping, reconciliations, compliance, employee education, and equity-system improvements. It drives U.S. and Canada retirement plan administration and ancillary financial wellbeing programs, working with vendors, analyzing participation and engagement, and supporting employee communications. It also manages daily U.S. and Canada health and welfare plan administration, payroll deduction reviews and reconciliations, employee inquiries, and vendor issue resolution. The Analyst analyzes program data and prepares regular and ad hoc leadership reports, and supports year-end processes such as equity reporting, financial disclosures, retirement match calculations, annual enrollment integrations, filings, and tax reporting coordination. The role helps ensure regulatory compliance, leads retirement plan audits and Form 5500 filings, supports other audits, maintains program documentation and procedures, and monitors regulatory developments.

Requirements

Bachelor’s degree in human resources, business, finance, accounting, or a related field.
2–3 years of experience in employee rewards programs, equity administration, stock plan management, or benefits.
Experience working with equity, benefits, and retirement administration platforms.
Working knowledge of equity compensation programs, financial wellbeing concepts, and health and welfare benefits in the U.S. and Canada.
Familiarity with regulatory and tax considerations related to equity and retirement plans.
Strong analytical and problem-solving skills and proficiency in Excel, including pivot tables, modeling, and data validation.
Excellent customer service skills supporting internal and external customers.
High attention to detail and strong organizational skills.
Ability to manage multiple projects with varying deadlines.
Ability to handle confidential information with discretion.
Strong communication skills and ability to explain complex topics clearly.

Responsibilities

Administer day-to-day equity compensation programs, including RSAs, RSUs, and PSUs.
Manage equity grant processing, vesting schedules, transactions, and terminations in equity systems.
Maintain accurate equity records and reconcile data with Finance, Payroll, and external administrators.
Support equity plan compliance, regulatory filings, audits, and adherence to local and global requirements.
Partner with Legal and Finance on equity plan documentation, disclosures, and governance.
Respond to employee inquiries and provide education about equity awards, vesting, and basic taxation in partnership with vendors or experts.
Support equity system implementation, upgrades, and process optimization.
Drive U.S. and Canada retirement plan administration, including weekly payroll deduction reconciliation and funding, employee inquiries and escalations, vendor management, technology and process improvements, company match forecasting, and quarterly retirement committee preparation.
Lead ancillary financial wellbeing programs, including administration, vendor management, evaluating new vendors, and special projects.
Partner with vendors to provide tools and programs that improve employee financial literacy and outcomes.
Analyze financial wellbeing participation and engagement data and recommend enhancements.
Assist in developing and executing financial wellbeing communications, including webinars, events, guides, and campaigns.
Manage daily administration of U.S. and Canada health and welfare plans.
Resolve employee inquiries and escalations by researching issues and their root causes.
Review, audit, and reconcile payroll deductions, Workday integrations, and related processes accurately and on time.
Partner with the Benefits Manager and vendors to resolve issues proactively and improve the employee experience.
Analyze equity, financial, and health and welfare program data and provide insights and recommendations.
Prepare regular and ad hoc leadership reports on participation, cost, and utilization.
Support year-end processes, including equity reporting, financial disclosures, true-up match calculations and posting, benefits annual enrollment integrations, required annual filings, and tax reporting coordination.
Ensure data integrity and accuracy across systems.
Ensure programs comply with applicable regulations, including SEC, IRS, DOL, CRA, ERISA, or local equivalents.
Lead retirement plan audits and Form 5500 filings, and support other internal and external audits.
Ensure compliance with required retirement plan participant disclosures.
Maintain program documentation, policies, and procedures, and monitor regulatory updates, escalating related projects as appropriate.