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Senior Retirement and Benefits Analyst
Bread Financial. Analyze and evaluate employee benefits programs for effectiveness, compliance, and cost-effectiveness .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in benefits analysis and management, with a strong focus on compliance, cost-effectiveness, and policy development. Proficient in translating benefits data into actionable insights and recommendations while effectively communicating with stakeholders.
Highest-signal resume keywords
Benefits AnalysisPolicy DevelopmentFinancial ReportingPublic SpeakingMicrosoft Excel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Benefits Program ManagementData AnalysisFinancial GuidanceCompliance EvaluationMarket Trend Research
Soft Skills
Detail-OrientedDeadline AdherencePresentation Skills
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft WordAdobe
Industry Keywords
Employee BenefitsDefined Contribution Plan11-K Filings5500 FilingsOrganizational Management
About the role
Key responsibilities & impact- Analyze and evaluate employee benefits programs for effectiveness, compliance, and cost-effectiveness
- Develop policy recommendations to enhance plan designs while adhering to regulations
- Research market trends and collaborate with vendors to negotiate terms and implement benefit-program changes
- Prepare and present detailed reports on benefit effectiveness metrics to stakeholders, including investment committee members
- Assist with creating and implementing new benefits programs aligned with organizational needs and pillars
- Facilitate the annual defined contribution plan audit and conduct initial quality review of annual 11-K and 5500 filings
- Provide accurate financial information and guidance for benefits-related inquiries across organizational pay ranges
- Translate benefits data into insights and recommendations for financial well-being strategy and plan design
- Report to the Senior Manager and above; no direct reports
Requirements
What you’ll need- High School Diploma or GED
- 5-8 years of experience in benefits analysis and management
- 5-8 years of senior-level experience managing complex benefits programs
- Bachelor’s Degree in Human Resources or Organizational Management preferred
- 5-8 years of experience giving presentations preferred
- Exemplary public speaking skills preferred
- Proficiency with Microsoft Excel
- Microsoft Excel Pivot Table and Data Analysis skills
- Microsoft Word Templates
- Microsoft PowerPoint
- Adobe
- Accounting and finance knowledge
- Detail-oriented
- Deadline adherence
- Online and meeting presentation skills
- Ability to travel up to 10% annually
- Must be work authorized in the United States on a full-time basis without current or future sponsorship
- F-1 student visa holders are not eligible