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Business Data Analyst
Synergistic Systems, Inc DBA SynergisticITBusiness Data Analyst coordinating retirement plan data, platform updates, and service implementations for a Fortune 1000 financial services company. Hybrid work near Charlotte or Frisco.
Posted 8/12/2026contractCharlotte • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $45 - $50 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan administration, including compliance with ERISA, IRS, and DOL requirements, while effectively managing client transitions and onboarding processes. Proficient in coordinating platform updates and ensuring adherence to procedural standards throughout the implementation lifecycle.
Highest-signal resume keywords
Retirement Plan AdministrationClient TransitionsImplementation ManagementIntermediate Microsoft Excel SkillsOMNI Recordkeeping Platform
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan AdministrationImplementation ManagementClient TransitionsFund Lineup ModificationsFee AdjustmentsQDIA UpdatesContract AmendmentsQuality ChecksDocumentation StandardsCompliance
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationAdaptabilityProblem-SolvingCredibility Building
Tools & Technologies
Microsoft ExcelOMNI Recordkeeping Platform
Certifications & Qualifications
Series 6 LicenseSeries 7 License
Industry Keywords
Financial ServicesERISAIRS RequirementsDOL RequirementsRecordkeepingDistributionsContribution Processing
About the role
Key responsibilities & impact- Coordinate platform updates and service installations for retirement plan clients
- Manage, execute, and validate configurations supporting retirement plan service changes
- Implement new plans and changes, including fund lineup modifications, fee adjustments, QDIA updates, and contract amendments
- Ensure adherence to transition best practices throughout the implementation lifecycle
- Identify, escalate, and proactively resolve issues and risks
- Ensure procedural steps and documentation standards are consistently followed
- Perform quality checks at each implementation stage for accuracy and compliance
- Build credibility with clients, consultants, and internal partners through knowledge of onboarding processes
- Provide timely implementation status updates to business partners and management
- Coordinate with internal stakeholders, external partners, and vendors to obtain and validate plan data for retirement plan transitions
Requirements
What you’ll need- Minimum of 3 years of financial services experience
- Intermediate Microsoft Excel skills
- Strong verbal and written communication abilities
- Ability to learn quickly and adapt to changing priorities
- Foundational knowledge of retirement plan administration, ERISA, IRS and DOL requirements, recordkeeping, distributions, and contribution processing
- Experience with client transitions, onboarding, or plan implementations
- Experience with OMNI recordkeeping platform
- Candidates must reside in or commute to Charlotte, NC or Frisco, TX
- Bachelor's degree is a plus, not required
- Series 6 or Series 7 license is a plus, not required
- Ability to onboard as a W2 employee or Independent Contractor
Benefits
Comp & perks- Flexible work from home options available
- Major Medical plan
- 401K plan
- Paid vacations
- Paid holidays
- Direct deposit of compensation
- Dental plan available through AFLAC
- Short Term Disability Plan available through AFLAC