Financial Wellness Analyst

Pitt Ohio•Pittsburgh, PA

2d•Onsite

About The Position

PITT OHIO , a $900 million, high service, highly profitable, transportation solutions provider offering SUPPLY CHAIN, LTL and TRUCKLOAD services is seeking a Financial Wellness Analyst to join our team at our Corporate Headquarters in Pittsburgh, Pa . We offer competitive wages, hospital/medical insurance with no monthly premiums, vision, discount prescription, dental, 401K, profit sharing, paid vacations, pleasant work environment, and much more! The Financial Wellness Analyst role will be responsible for developing strategies, monitoring program performance, and reporting progress and outcomes to leadership at all organizational levels. Additionally, the analyst will serve as a trusted advisor who will promote financial literacy and long-term financial well-being across the enterprise.

Requirements

3–5 years of related experience administering financial programs.
Strong background in 401(k) and Profit Sharing Plans, including managing relationships with third-party benefit administrators.
Bachelor’s degree in Finance, Human Resources, Accounting or a related field, or equivalent years of related experience.
Ability to successfully complete a fiduciary certification program.
Highly motivated individual with strong attention to detail and organizational skills
Ability to maintain an exceptional degree of discretion regarding confidential information
Excellent communication and relationship management abilities.
Must possess excellent interpersonal, verbal and written communication skills
Team player able to communicate effectively with all levels of employees
Must be highly proficient in Microsoft Excel, Word, PowerPoint, and Outlook
Must possess problem solving and analytical skills
Maintain a positive attitude and contribute to a quality work environment
Travel to facilities as necessary to implement financial wellness initiatives
Available to meet in person or by phone with terminal employees during early morning and late evening hours as necessary
Open corporate office environment – able to concentrate with typical office noise and interruptions due to phone calls.
Close visual acuity is required to perform activities such as preparing and analyzing data and spreadsheets, as well as integrating payroll data
Typical exposure to interior environmental conditions like air conditioning - no substantial exposure to adverse environmental conditions
Manual dexterity is regularly required including fingering, grasping, and typing; manual dexterity includes repetitive motion of the wrists, hands, and fingers.
Talking and hearing required to communication with and listen to others to share or receive information
May be occasionally exposed to noise including telephone, office machinery, and conversations of others

Nice To Haves

Strong math and previous accounting experience is preferred but not required

Responsibilities

Develop and implement financial wellness initiatives for employees throughout the company
Function as the Plan Administrator for the 401K and Profit Sharing Plans
Partner directly with recordkeeper on all plan related changes and updates
Generate required recordkeeping reports and support file feed integration process
Serve as primary point of contact for the Company Financial Wellness Programs
Chair the Administrative Committee of the Retirement Plan
Provide insights and recommendations to improve financial planning for employees as an active member of the PITT OHIO Investment Committee
Monitor the Wellness Hotline daily to ensure timely responses back to employees
Maintain clear communication with Wellness Hotline support team regarding all updates
Oversee the audit of the 401K Profit Sharing Plan in conjunction with outside accounting firm
Prepare and File the required 5500 form
Liaison to Third Party Financial Advisors for all financial wellness programs
Present education and counsel on financial wellness programs to employees and family members in group and one-on-one presentations
Participate in the 90-day onboarding process to promote financial wellness programs
Create financial wellness content for distribution using available communication channels to employees and families
Ability to react to change productively and handle other essential tasks as assigned
Assist in the development and implementation of initiatives to enhance the overall employee experience.
Serve as a backup resource for HR compliance related dashboards and reporting
Partner with enterprise companies as needed to offer plan administration guidance and reporting
Identify trends and provide insights to improve HR strategies and practices.
Provide support and assistance for various HR sponsored activities including summer cookout, Employee Appreciation Day, and Kid’s Day, etc.
Develop metrics to measure the success of financial wellness initiatives