RETIREMENT & FINANCIAL WELLNESS ANALYST - CHARLOTTE (HYBRID)

Compass Group•Charlotte, NC

9d•Hybrid

About The Position

As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results. We have over 284,000 US associates who work in award-winning restaurants, corporate cafes, hospitals, schools, arenas, museums, and more in all 50 states. This position is eligible for an Employee Referral Bonus! We are seeking an experienced and highly self-directed Retirement & Financial Wellness analyst to oversee the design, administration, compliance, and continuous enhancement of retirement and financial wellness programs. This role requires expertise in qualified and non-qualified retirement plans, including 401(k), pension, and deferred compensation plans, as well as financial wellness initiatives such as earned wage access, emergency savings programs, and financial guidance.

Requirements

Strong knowledge of 401(k), pension, and non-qualified deferred compensation plans.
5+ years of retirement and financial wellness experience or other relevant experience; HR support experience strongly preferred.
Working knowledge of ERISA and retirement compliance requirements.
Strong communication and stakeholder management skills.
Advanced Microsoft Excel skills (i.e. use of pivot tables and formulas).
Intermediate proficiency in Microsoft Word and PowerPoint.
Excellent organizational skills with strong follow-through and attention to detail.
Proven ability to manage multiple priorities independently in a fast-paced, dynamic environment.
Ability to handle sensitive and confidential information with discretion.
Collaborative mindset with a strong team-oriented approach.
Analytical and problem-solving skills.
Bachelor’s degree in Human Resources, Finance, Business Administration, or related field.

Nice To Haves

SAP software experience a plus.

Responsibilities

Manage the administration, governance, and ongoing operations of 401(k), pension, and non-qualified deferred compensation plans.
Partner with recordkeepers, actuaries, payroll, legal, and external consultants to ensure effective plan administration and issue resolution.
Oversee compliance testing, audits, regulatory filings, and participant communications.
Monitor legislative and regulatory developments and recommend actions to ensure ongoing compliance.
Lead and enhance financial wellness initiatives including earned wage access, emergency savings programs, and financial guidance offerings.
Resolve complex employee escalations independently.
Serve as the subject matter expert for retirement and financial wellness programs.
Drive operational improvements, process efficiencies, and control enhancements.
Provide participant support, explaining retirement programs, answering questions, and analyzing and resolving issues logically and effectively.
Handle sensitive HR information and documents with a high degree of confidentiality, urgency and attention to detail.