Retirement & Equity Benefits Analyst


18959 Retirement & Equity Benefits Analyst (Open)

Position Type:

Full time



Position Pay Range:

Pay Range may vary by geographical location



Responsible for maintaining as well as elevating the day-to-day administration of global retirement and equity benefit programs and performing special projects as directed within a fast-paced center of excellence.

Position Details:

Supervisory Responsibilities


Duties & Responsibilities


  • Maintain a high-level of confidentiality with employee, departmental and Company data
  • Complete and adhere to company compliance training and abide by a variety of policies
  • Documents department procedures for continuity purposes and seeks to identify and recommend areas where process improvements could be made
  • Maintain electronic filing system according to established standards and nomenclature
  • Correspond with Accounting, Legal and vendors regarding various programs' administration
  • Process and submit invoices to Accounts Payable for payment
  • Communicate with employees and Human Resource Business Partners on general aspects of retirement and equity plans, and forwards as needed certain requests/inquires to manager or other departments
  • Assist with curation, posting and presenting of employee-facing Financial Wellbeing materials and presentations
  • Audit vendor systems of records' indicative and financial data against HRIS and payroll records.
  • Post employee- and participant facing documents in various locations, including Workday Benefits & Wellbeing Dashboard
  • Assist as directed in responding to requests from internal and external auditors in a timely manner
  • Maintain and report on statistical information utilized in making sound business decisions
  • Special projects as assigned including supporting the annual proxy team

Other duties specific to various programs include but are not limited to those listed below:

Employee Stock Purchase Plan

  • Reconcile bi-weekly contribution upload reports to Fidelity
  • Prepare Monthly ESPP Purchase Report

Restricted Stock Plan

  • Maintain stock grant logs.
  • Prepare stock grant resolutions for manager's review.and forwarding to CEO for signature
  • Prepare grant upload files for both internal and external systems
  • Follow-up on equity grant acceptance

Retirement Plans

  • Reconcile bi-weekly payroll contributions and prepare wire requests for funding for U.S., Puerto Rico and Canada group retirement plans.
  • Assist with a variety of compliance and due diligence tasks, including annual 401k plan audit, non-discrimination testing, etc
  • Assist manager with Investment Committee Coordinator & pension governance duties, including scheduling meetings

Knowledge, Skills & Abilities


  • Excellent time management skills with the ability to work with minimal supervision and respond to request for data in a timely and accurate manner
  • Enjoys collaborating with colleagues and vendors on complex problems to produce the best outcome for the organization and its employees
  • Highly organized and detail-oriented with a keen eye for incorporating design and graphical elements into presentations
  • Able to and enjoys organizing large quantities of data in focused analysis and applicable outcomes
  • Capable of explaining sometimes complex details to audiences of all levels in a manner that ensure relevance and comprehension.
  • Interest and aptitude for maintaining and troubleshooting system integrations and reporting, preferable


  • Basic to intermediate level of payroll/accounting/individual tax knowledge
  • Basic to intermediate level of benefit and 401k plan administration knowledge


  • Adobe Pro - At least intermediate level with ability/drive to become advanced
  • Excel - At least intermediate level with ability/drive to become advanced (vlookups, pivot tables, etc)
  • Proficient in all other Microsoft Office Applications and ability to learn advanced functionality
  • Proficient in Workday or similar HRIS or Accounting software, and general report building skills


  • Bachelors degree in Accounting, Finance, Human Resources, or in related-field with strong academic record required
  • Preference given to candidates with at least one year of experience in working with large volumes of HR data in larger a larger corporation with a global workforce

Physical Requirements

  • Prolong periods of sitting at a desk and working on a computer
  • Must be able to lift up to 15 pounds at a time


CSG is proud to offer employee-focused benefits that are robust in design and support a wide spectrum of employee well-being needs. Included in our benefits package is your choice of 3 medical plans administered by United HealthCare, MetLife dental, and vision coverage. CSG also offers an Incentive Savings Plan (401k), serviced by Fidelity Investments. CSG makes a dollar-for-dollar Matching Contribution based on the first 5.5% of your eligible pay you contribute as Pre-Tax or Roth After-Tax Contributions. All contributions are immediately 100% vested. At CSG, we recognize the ability to take time away to recharge is important. We offer a US Tiered Vacation Plan for non-exempt (hourly) roles, and a Flexible Vacation plan for all exempt (salaried) employees. For more benefit details, please Click Here.

This role is eligible for a bonus opportunity.

Job ID: 7001

Posted about 1 month ago

Share This Job