Description
The Retirement Analyst will provide analytical and technical support for the administration of Southern Company's qualified and nonqualified retirement programs.
This role will analyze complex employee and plan data, perform reconciliations and calculations, research and resolve data discrepancies, support system and vendor processes, and assist with testing, audits and compliance activities.
The role reports directly to the Retirement Senior Consultant and is located in Atlanta. The Retirement Team currently works on a hybrid basis.
Primary Job Responsibilities
- Perform retirement-related payroll processes and reconciliations to ensure accurate administration of retirement programs
- Analyze retirement program data and identify trends, opportunities, and process efficiencies
- Review calculations and data supporting qualified and non-qualified retirement programs
- Identify data discrepancies, investigate root causes, and develop recommendations for resolution and process improvement
- Research and resolve employee retirement inquiries by reviewing plan provisions, employee data, system information, and historical records to provide accurate and timely responses
- Translate complex retirement information into clear, understandable guidance for employees and operational partners
- Promote employee understanding of retirement programs and support broader efforts to improve financial wellbeing
Qualifications
- 5 + years in an analytical role (compensation, finance, accounting, internal audit, etc.) required
- Advanced Microsoft Excel skills, including complex formulas, lookups, pivot tables and data validation, with the ability to efficiently analyze large datasets
- Strong investigative and problem-solving skills with the ability to analyze information, identify discrepancies, and develop solutions
- Strong written and verbal communication skills with the ability to translate complex information for a variety of audiences
- Self-directed, with demonstrated ownership of work and the ability to independently advance priorities while effectively collaborating across teams