Retirement Business Analyst

I. Purpose 

The Retirement Business Analyst position is responsible for day-to-day administration of the Association’s defined benefit (DB) (cash balance plan), 457 plan and defined contribution (DC) (401(k)) retirement plans.

II. Key Responsibilities 

1. Responsible for the day-to-day administration of the retirement plans, including contribution/funding and distribution reconciliations, analyzing and ensuring plan design according to the Plan document


2. Monitor, document, communicate and ensure the legal and regulatory compliance and requirements of the defined benefit plan (including cash balance feature), defined contribution plans, and 457b plan.


3. Design and execute retirement planning education curriculum for retirement benefit orientation meetings and retirement education sessions for staff


4. Maintain internal accounting and pension control schedules


5. Participate in annual pension and financial audits


6. Serve as a primary resource to design, prepare, and deliver key management reports


7. Assist in the development and communication of guidelines, timelines and resources to support the association’s budget processes 


8. Perform and complete other projects assigned to meet business needs including ad hoc and routine reports and analysis to internal and external stakeholders

IV. Autonomy & Decision Making: 

Incumbent works under the direction of the Director, Budget and Pensions, and has authority to complete objectives established, to implement policy and procedures. The incumbent has latitude in how assignments are executed and is expected to exhibit and practice sound technical skills, independence of thought, and initiative. Work actions are expected to be consistent with policy and procedure directives. The incumbent requires only limited supervision in the day-to-day performance of routine duties.

V. Qualifications & Skills

Qualifications: 

• Knowledge typically acquired through:


• Bachelor’s degree in Accounting, Finance, or related business degree required 


• 5-8 years of relevant business experience 


• At least 2 -5 years of experience with defined benefit (cash balance plan experience preferred) and defined contribution pension administration, and 457b plan


• Certified Employee Benefit Specialist (CEBS)-Retirement Plans Associate (RPA) a plus

Skills 

• Familiarity with ERISA, DOL regulations and GAAP guidelines  


• Comprehensive knowledge of the principles of accounting and budgeting 


• Demonstrated ability to understand the Internal Revenue Code (IRC) and how it applies to pension plans


• Demonstrated ability to collect and analyze data from a variety of sources to inform decision-making 


• Demonstrated knowledge and experience with automated financial accounting systems


• Excellent oral and written communication skills, and strong customer service skills


• Exceptional organizational skills; effective in prioritizing work and following through on commitments, including effective project management skills


• Strong mathematical, problem-solving, and analytical skills


• MS Office skills - Outlook, Word, Excel and PowerPoint at an advanced level

VI. Universal Expectations of ASHA Staff

At ASHA, we believe in working together to make well-informed decisions that will advance the association and the discipline of human communication sciences and disorders; teamwork is vital to achieving our mission, vision, and maximizing impact. As committed stewards of the organization, we care deeply about our professions, members, and staff, and building a strong and welcoming community. We strive to ensure that everyone's voice is heard and valued. We are dedicated to helping each other grow and innovate by encouraging open communication and continual learning. Our focus is on delivering excellent service and value to members, advancing equity, and promoting the power of science and research.  The enduring strength of our work is rooted in community, integrity, and the inclusion of differing perspectives, while collaboratively seeking better solutions.

VII. Equal Employment Opportunity (EEO)

ASHA is an equal opportunity employer.  As such, it is ASHA’s policy to provide equal opportunity to all qualified applicants and employees without regard for race, sex (including pregnancy and gender identity), national origin, religion, marital status, disability, veteran status, age, sexual orientation or LGBT status, genetic information, citizenship, or any other factor protected by applicable federal, state, or local laws and ASHA's Bylaws. This policy applies to recruiting, hiring, transfer, promotion, compensation and benefits, upward mobility, training and development, access to facilities, termination, and other personnel actions. 

VIII. Disclaimer

This job description reflects the primary responsibilities of the job but is not a detailed description of all duties which may be required of someone in the position. All ASHA staff are expected to take on additional responsibilities from time to time and to help their colleagues.