Senior Pension Analyst
About The Position
This position assists the Chief Financial Officer/Retirement Committee Chair in overseeing DART’s employee retirement plans and other post-employment benefits (OPEB), including evaluating and recommending plan design changes as needed. Working closely with Human Resources, the position maintains plan records and ensures compliance with federal, state, and local regulations. It requires communicating complex technical information to employees and working effectively in a fast-paced, time-sensitive environment. The role manages financial reporting and actuarial valuation for retirement and OPEB plans, partners with external trustees and professional advisers, and supports effective plan administration and participant enrollment. It serves as a subject matter expert on pensions, deferred compensation, and OPEB; coordinates committee meetings and training; and develops materials and guidance for committee members and participants. The position may also perform supervisory responsibilities and other related duties as assigned.
Requirements
- Bachelor’s degree from an accredited college or university in Business, Actuarial Science, Mathematics, Human Resources, Public Administration, Public Policy, or a related field; an equivalent combination of related education and experience may be substituted, excluding the high school diploma/GED and licenses or certifications.
- Four years of work experience in analysis, including three years of pension administration or benefit administration; an equivalent combination of related education and experience may be substituted, subject to stated exclusions.
- Pass a physical (medical) examination that includes a drug screen.
- Proficiency with Microsoft Office or other related PC software applications.
- Analytical skills to gather and interpret data when problems are not difficult or complex.
- Ability to meet internal and external customer expectations, use customer feedback to improve products and services, and build effective customer relationships.
- Ability to use rigorous logic and methods to solve difficult problems and identify less-obvious issues.
- Ability to address conflicts, listen attentively, negotiate agreements, settle disputes equitably, and gain cooperation.
- Ability to listen actively and patiently and accurately restate others’ opinions, including when in disagreement.
- Ability to motivate and empower direct reports, team members, or project members; invite input and share ownership and visibility.
- Ability to make sound decisions based on analysis, wisdom, experience, and judgment.
- Ability to write clearly and succinctly in a variety of communication settings and styles.
Responsibilities
- Prepare monthly, quarterly, and annual financial reports for retirement and OPEB plans.
- Manage actuarial valuations of retirement and OPEB plans.
- Partner with third-party trustees, actuaries, consultants, and auditors to administer retirement and OPEB plans effectively.
- Work with external plan trustees, consultants, and internal stakeholders to make participant enrollment and plan changes seamless and easy.
- Ensure timely and accurate completion of actuarial valuations, financial reports, plan financial audits, and actuarial experience studies.
- Serve as a subject matter expert on pensions, deferred compensation, and OPEB.
- Review and interpret plan documents and summary plan descriptions.
- Ensure compliance with federal, state, and local regulations related to pensions, deferred compensation, and OPEB plans.
- Coordinate plan-related committee meetings, arrange meetings, develop agendas with the committee chair, and take official minutes.
- Ensure committee members comply with training and other retirement-plan-related requirements.
- Develop training materials, summary documents, and guidelines for committee members and plan participants.
- Facilitate retirement plan participant training in collaboration with the plan trustee.
- Perform other related duties as assigned, including supervisory responsibilities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
