Senior Benefits Analyst, Financial Wellbeing

This is a fully remote position, open to applicants in Texas.

📋 Description

• Create strategic roadmaps, market benchmarks, and executive dashboards to assess program trends and direct financial wellbeing initiatives.

• Manage weekly, monthly, and quarterly budget workflows for North American retirement plans (401(k), RRSP) and voluntary benefits.

• Provide expert oversight for plan funding, financial audits, government filings, and escalated appeals.

• Perform market evaluations and analyze vendor performance to promote cost-containment, streamline workflows, and enhance program delivery.

• Develop presentation materials for leadership recommendations and educational resources for employees.

• Influence the strategy, performance, and daily management of North American retirement and financial wellbeing programs.

• Partner with cross-functional teams and leaders to enhance employee experience, operational excellence, and compliance.

⛳️ Requirements

• 5–8+ years of experience in benefits analysis, budget management, or plan administration within North American markets, specifically in retirement and financial wellbeing.

• Strong understanding of North American retirement plan governance, voluntary benefits, regulatory reporting, and financial budget modeling.

• Advanced skills in data analytics and financial modeling using Excel and Google Sheets.

• Proficiency in Google Slides for creating executive presentations.

• Outstanding collaboration and project management abilities to handle complex priorities and communicate effectively across matrixed teams.

🏝️ Benefits

• Competitive compensation and benefits commensurate with experience.

• Flexible work options to promote work–life balance.

• Paid time off and holidays.

• Comprehensive health, wellness, and retirement plans.

• Opportunities for continuous learning and professional development.