Senior Distributions Analyst

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $56k - $70k / year

⏰ Full Time

🟠 Senior

🧐 Analyst

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PCS Retirement

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🤝 B2B

Finance • B2B

PCS Retirement is a leading provider of modern, simplified retirement plan solutions, serving a broad range of clients including individual savers, employers, third-party administrators (TPAs), financial advisors, and institutions. The company is among the fastest growing retirement plan providers in the nation, offering a conflict-free experience with customizable and flexible solutions. PCS Retirement focuses on elevating retirement plan businesses and providing seamless support with 360 payroll integration and 24/7 service.

📋 Description

• Independently manage high-volume, complex batch processes, including quarterly auto rollovers, plan-term auto rollovers, monthly residual auto rollovers, quarterly loan defaults, involuntary cash-outs, and annual 5498 filings • Oversee the monthly 1099-R audit process for assigned custodians • Resolve stale-dated checks for designated paying agents by coordinating with internal teams and external partners • Review and clear outstanding cash items related to batch processing and reconcile them accurately and on time • Identify batch-process improvement opportunities and collaborate with the Process Owner to document requirements and support development initiatives • Build and customize Salesforce reports and monitor daily dashboards for project status and operational performance • Manage and resolve cases in the batch processing queue according to SLA standards • Serve as the subject matter expert for Trade Agent processes • Research historical activity and coordinate with vendors and internal/external partners to resolve project-related issues • Communicate with partners by phone or email for follow-up and issue resolution • Apply IRS regulations related to retirement accounts and tax reporting • Perform additional duties and support special projects as assigned

🎯 Requirements

• 5+ years of retirement industry experience, including at least 5 years processing distributions, loans, and related participant transactions • 3+ years of experience using Relius and Salesforce • Experience processing disbursements across multiple Relius paying agents preferred • Bachelor's degree in Finance, Business, Accounting, or related field preferred, or equivalent combination of education and relevant work experience • Ability to work independently with minimal supervision while managing multiple priorities in a fast-paced, deadline-driven environment • Strong analytical, problem-solving, and decision-making skills • Ability to research, resolve, and communicate complex operational issues • Ability to extract, validate, reconcile, analyze, and report data from Relius, Salesforce, and other business systems • Strong attention to detail, accuracy, and procedural adherence • Ability to meet operational deadlines and processing cutoffs • Excellent verbal and written communication skills • Ability to collaborate with internal partners, leadership, clients, and external business partners • Ability to adapt to changing priorities, business needs, and process improvements • Ability to maintain confidentiality and exercise sound judgment with sensitive client, participant, and plan information • Flexibility to work overtime and varied schedules as business needs require • Advanced Excel proficiency, validated through a practical interview assessment • Ability to import and prepare data from text files, CSV files, and other external sources • Ability to clean, transform, and organize large datasets • Ability to match and reconcile data across multiple reports and systems • Ability to identify, analyze, and report exception populations • Ability to create reporting and analytical outputs with minimal supervision • Ability to troubleshoot data discrepancies and perform root-cause analysis • Proficiency with Power Query, Pivot Tables, Conditional Formatting, VLOOKUP, XLOOKUP, IF/IFS, CONCAT/TEXTJOIN, LEN/LEFT/RIGHT/MID, COUNTIF/COUNTIFS, SUMIF/SUMIFS, sorting, filtering, data validation, and Text-to-Columns • Knowledge of general data analysis and reporting techniques • Ability to meet remote-work expectations: uninterrupted virtual workspace, family care during business hours, and internet speed of 50 MBps or better

🏖️ Benefits

• 401(k) match • Medical insurance • Dental insurance • Vision insurance • Life insurance • Short-term disability • Long-term disability • Paid time off • Remote work arrangement • Flexible/varied schedules as business needs require • Overtime opportunities as business needs require