Senior Benefit Analyst, Health & Tax Advantaged Accounts

Iron Mountain

Senior Benefit Analyst handling health benefit budgets and programs for North America. Analyzing complex utilization data and executing strategic health initiatives across the US, Canada, and Puerto Rico.

Posted 7/28/2026full-timeRemote • Texas • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in benefits analysis and budget management within North American healthcare markets, with a strong focus on compliance and data analytics. Capable of crafting strategic communications and optimizing operational processes to enhance employee engagement and streamline benefits administration.

Highest-signal resume keywords

Benefits AnalysisBudget ManagementData AnalyticsCompliance ExpertiseProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Driver ModelingAdvanced Excel FunctionalityGoogle Sheets FunctionalityPivot TablesData QueriesTest Plan Development

Soft Skills

Cross-Functional CommunicationTeam-First MindsetAdaptability

Tools & Technologies

AetnaKaiserBswiftDarwin

Industry Keywords

Self-Insured PlansFully-Insured PlansHSA AdministrationFSA AdministrationERISAHIPAAMental Health ParityForm 5500

About the role

Key responsibilities & impact

Drive financial oversight and budget analytics: Manage weekly, monthly, and quarterly budget workflows across North American medical, dental, and vision programs, conducting proactive audits, pivot table queries, and maintaining executive dashboards to track key utilization metrics.
Direct Health and Tax-Advantaged plan administration: Serve as the primary subject matter reviewer for self- and fully-insured health plans, FSA, and HSA programs, ensuring seamless execution across vendors like Aetna, Kaiser, bswift, and Darwin while maintaining compliance with HIPAA, ERISA, and Mental Health Parity.
Craft strategic engagement communications: Analyze claims data, network utilization, and preventative care trends to design targeted, user-friendly communication campaigns, monthly educational one-pagers, and restroom installments that empower employees to maximize their benefits and tax-advantaged accounts.
Partner on open enrollment and vendor performance: Lead testing, configuration requirements, and quality assurance reviews for Open Enrollment, M&A integrations, and vendor life-event implementations in close partnership with internal benefits operations, brokers, and external vendors.
Optimize operational processes: Identify automation opportunities, schedule follow-ups, and coordinate executive-level presentations—including support for board-level mental health initiatives—to streamline benefits administration in a matrixed environment.

Requirements

What you’ll need

5–8+ years of experience in benefits analysis, budget management, or plan administration within North American markets (US, Puerto Rico, and Canada).
Strong knowledge of complex data analytics, financial driver modeling, and advanced Excel and Google Sheets functionality (including pivot tables, data queries, and test plan development).
Demonstrated expertise navigating North American healthcare nuances, including self- vs. fully-insured plan designs, provider networks, HSA/FSA administration, and compliance obligations (ERISA, HIPAA, Mental Health Parity, Form 5500).
Proven ability to thrive in ambiguous environment ('shades of grey'), displaying a team-first mindset willing to flex and pivot priorities during organizational changes or M&A activities.
Excellent cross-functional communication and project management skills to translate dense policy and data into actionable, easy-to-understand employee communications and leadership presentations.

Benefits

Comp & perks

Flexible work options/alternative work options to support work–life balance (Full-Time Remote role with occasional travel for Open Enrollment or site visits).
Competitive compensation and benefits aligned with experience.
Comprehensive health, wellness, and retirement plans.
Paid time off and company holidays.
Opportunities for continuous learning and professional growth.