Financial Benefits Analyst – Retirement

Justworks

Analyst managing financial benefits and retirement operations at startup Justworks. Executing daily operations, managing audits, collaborating with teams to improve benefits processes.

Posted 6/23/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $110,000 per yearWebsite

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Execute day-to-day operations as part of the Justworks Benefit, including conducting recurring daily, weekly, monthly and quarterly audits of system data and data from our partners
Oversee daily incoming and outgoing file feeds to ensure the timely sharing of data
Collaborate with team leads to triage any system bug investigation and own end to end remediation with engineering
Communicate with our partner to relay issues and findings of audits
Maintain partner and internal partner SLAs
Assist the Sr. Analyst with completing regular billing and invoicing of contributions for our Benefit Partners
Work with internal stakeholders including Product, Engineering, Legal, and Finance and external stakeholders including Benefit Partners when necessary to resolve escalated issues
Own or assist the Sr. Analyst with any system bug investigation and remediation
Gather and analyze customer benefits data and other sensitive information, utilizing SQL, Excel, and proprietary systems
Identify and resolve errors and pain points in benefits operations using creative technical solutions
Assist with executing regular filings and/or any additional regulatory duties
Work cross-functionally with internal teams to ensure systems and procedures are updated accordingly
Track, analyze and report on regular KPIs
Create various operational tools and dashboards as needed
Partner with other team members on various project work as needed
QA any member data as needed
Identify pain points in benefit operations and work with our Product and Engineering teams to improve systems and resolve issues
Assist the Sr. Analyst in coordinating system implementation of new benefits features with Product and Engineering teams

Requirements

What you’ll need

Minimum of 3 years experience in a similar role
SQL knowledge required
Strong written and verbal communication skills
Extremely detail-oriented with great time management skills
Experience working in a fast-paced, data-driven environment
Experience working cross-functionally
Strong analytical and data management skills
Strong execution skills
Tableau, Jira, Excel, and Confluence experience preferred
Knowledge of Employer Sponsored Benefit Plans + 401(k) required
Retirement certifications (RPF, QKA, etc) strongly preferred

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SQLExceldata analysisdata managementKPI trackingbug investigationsystem remediationoperational tools creationdashboard creationregulatory filings

Soft Skills

communicationdetail-orientedtime managementanalytical skillsexecution skillscollaborationproblem-solvingcreativitycross-functional teamworkstakeholder management

Certifications

RPFQKA