Senior Retirement & Equity Analyst


20524 Senior Retirement & Equity Analyst (Open)

Position Type:

Full time



Position Pay Range:

This range represents the low and high end of the salary range for this position. Actual salaries will vary based on factors including but not limited to geographical location and experience.



Responsible for maintaining the day-to-day administration of CSG’s global retirement and equity benefit programs. Performs various reporting, due diligence and audits pertaining to the retirement and equity programs.

Position Details:

Essential Job Functions:

Maintain and administer CSG’s Employee Stock Purchase Plan, Restricted Stock Plan, and Retirement Plans

  • Responsible for all reporting functions to include reconciliation, audits and required documentation and system uploads
  • Prepare wire requests for funding for US, Puerto Rico, and Canada group retirement plans
  • Prepare stock grant resolutions for review and signature
  • Perform compliance and due diligence tasks, including annual 401k plan audit, non-discrimination testing, etc.
  • Assist with Investment Committee Coordinator & pension governance
  • Liaise with employees and Human Resource Business Partners on general aspects of retirement and equity plans
  • Assist with curation, posting and presenting of employee-facing Financial Wellbeing materials and presentations.

Maintain and improve existing processes, reporting, and documentation

  • Identify and recommend areas where process improvements could be made.
  • Process and submit invoices to Accounts Payable
  • Post employee and participant facing documents in various locations, including Workday Benefits & Wellbeing Dashboard
  • Audit vendor systems of records' indicative and financial data against HRIS and payroll records.
  • Maintain and report on statistical information utilized business decisions.

Collaborate with internal and external stakeholders

  • Correspond with Accounting, Legal and vendors regarding various programs' administration
  • Respond to requests from internal and external auditors

Support, lead and/or collaborate on special and annual projects as assigned; examples include but are not limited to the following:

  • Annual proxy process support
  • Research, design and implement new retirement and equity plans
  • Prepare cost analysis for changes to plans
  • Support the annual equity cycle
  • Support M&A deals in areas of retirement and equity
  • Understands and adheres to all applicable regulations, laws (including the Bank Secrecy Act), card association rules, CSG Security and Compliance standards as referenced in internal policies and procedures including Information Security, Acceptable Use, Code of Conduct, and other corporate policies. Keeps abreast of all applicable regulations, laws, and policies as they presently exist and as they change or are modified.

Minimum Requirements:

  • Minimum 5 years’ experience in payroll and HR-related functions

Preferred Skills:

  • Previous Accounting experience
  • Proxy statement experience
  • Experience in a global, publicly traded Company


  • Bachelor’s degree in Accounting, Finance, Human Resources, related field, or equivalent education/experience

Work Environment

  • Flexible First, Standard and work-from-home office environment


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 view:

This role is eligible for a bonus opportunity.

Job ID: 8898

Posted 23 days ago

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