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Business Data Analyst
Synergistic Systems, Inc DBA SynergisticITBusiness Data Analyst coordinating retirement-plan data, configurations, and implementations for a Fortune 1000 financial services company. Supporting client onboarding, platform updates, and service changes.
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 implementations. Strong communication skills and proficiency in Microsoft Excel support successful coordination with stakeholders and timely updates.
Highest-signal resume keywords
Retirement Plan AdministrationClient TransitionsImplementation ManagementMicrosoft ExcelOMNI 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 AdministrationClient TransitionsImplementation ManagementQuality ChecksFund Lineup ModificationsFee AdjustmentsQDIA UpdatesContract AmendmentsDocumentation StandardsCompliance
Soft Skills
Verbal CommunicationWritten CommunicationProblem SolvingAdaptabilityCredibility Building
Tools & Technologies
OMNI Recordkeeping Platform
Industry Keywords
Financial ServicesERISAIRSDOLRecordkeepingDistributionsContribution ProcessingOnboarding ProcessesTransition Best PracticesImplementation Lifecycle
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
- Follow procedural steps and documentation standards
- 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
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
Benefits
Comp & perks- Hybrid work arrangement with flexible work from home options
- 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
- Interview preparation and support throughout the consulting engagement