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Retirement & Equity Benefits Analyst

Company: CSG Systems Incorporated
Location: Allen
Posted on: June 11, 2021

Job Description:

18959 Retirement & Equity Benefits Analyst (Open)

Position Type:

Full time


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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:

Essential Job Functions:

  • 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 Plan

  • 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.

Minimum Requirements:

  • 3-5 years of experience with US and/or global benefits/retirement plans administration and compliance.
  • Highly organized and detail oriented
  • Adobe Pro - At least intermediate level with ability/drive to become advanced.
  • Excel - Advanced 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 tools and general report building skills.

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

Preferred Skills:

  • 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.
  • Preference given to candidates with experience with US Securities compliance and proxy statement filings, as well as stock plan administration.


  • Bachelor's degree in Accounting, Finance, Human Resources, or in related field with strong academic record required.


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.

Keywords: CSG Systems Incorporated, Allen , Retirement & Equity Benefits Analyst, Other , Allen, Texas

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