• Owns data quality for assigned pension processes, leading ongoing data reviews, preventative HRIS audits, and investigation of daily import errors to resolve issues and prevent recurrence.
• Serves as Tier 2 escalation point for pension mailbox and retiree payroll matters to ensure accurate outcomes and guide appropriate resolution paths for complex issues.
• Accountable for execution of assigned pension controls and compliance activities (examples: TERP termination, QPSA communications) to identify issues or risks and partnering with stakeholders.
• Owns resolution of escalated cases from Vendor, including resolving calculation or plan questions, death escalations (with Savings) and overpayment/over-limit cases.
• Performs and validates Hours and Pay calculations and process system updates as required by Plan requirements.
• Acts as the point of contact for key processes which include legal requests (subpoenas), year-end activities (W2s, annualized local values, international transfers).
• Participate in UAT testing, process reviews/documentation, and project support leveraging operational expertise to influence changes and reduce risk.
• Collaborate with colleagues on calls and cross-functional initiatives.
• Identifies, documents, and implements improvements within assigned pension processes to enhance efficiency and accuracy.
• Collaborate on special projects and other pension activities as required.

• Bachelor’s degree or equivalent experience.

• 5+ years of professional experience in retirement plan administration, benefits, HR, or related field.

• Experience with defined benefit pension administration, calculations & plan document interpretation and exposure to HRIS/Payroll or other data-intensive systems.
• Proficiency with Excel for trend analysis, reconciliations, and exception reporting, including vlookups, formulas, and pivot tables.
• Demonstrated experience improving a business process using data (e.g., reducing error rates, cycle time, or manual touchpoints).
• Hands-on experience performing root-cause analysis and implementing corrective/preventive actions.
• Ability to interpret technical specifications or data interface documentation and validate business rules against real data.
• Ability to work independently and as part of a team; commitment to confidentiality.

• Process improvement mindset.
• Data analytics orientation & ability to review and manipulate large datasets.
• Control design & risk awareness to proactively identify control gaps.
• Ability to collaborate and knowledge sharing.
• Customer service orientation and adaptability to change.
• Operational Influence as it relates to building alignment across cross-functional partners & Vendors.
• Technical fluency as it relates to data mapping, integration rules, calculation and file specs etc.
• Ability to adapt quickly to changing priorities and deliver results in a dynamic environment.

• SAP/SuccessFactors experience preferred.
• Experience designing or operating business controls (SOX/internal control environment, audit readiness, or data quality controls).
• Familiarity with ERISA, IRS, and DOL regulations.
• Experience with complex pension or payroll issues.
• Experience with user acceptance testing or implementing new HRIS/pension systems.
• Experience with ServiceNow or other applicable case management system.

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