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Analyst, Retirement
About the position
The Retirement Analyst provides analytical and technical support for the administration of Southern Company’s qualified and nonqualified retirement programs. The role analyzes complex employee and plan data; performs reconciliations and calculations; researches and resolves data discrepancies; supports system and vendor processes; and assists with testing, audits, and compliance activities. It offers the opportunity to develop knowledge of retirement programs, Total Rewards, and regulatory requirements governing retirement plans, including ERISA. The position reports directly to the Retirement Senior Consultant and is located in Atlanta. The Retirement Team currently works on a hybrid basis.
Responsibilities
- Perform retirement-related payroll processes and reconciliations to ensure accurate administration of retirement programs.
- Analyze retirement program data and identify trends, opportunities, and process efficiencies.
- Review calculations and data supporting qualified and nonqualified retirement programs.
- Identify data discrepancies, investigate root causes, and develop recommendations for resolution and process improvement.
- Research and resolve employee retirement inquiries by reviewing plan provisions, employee data, system information, and historical records to provide accurate and timely responses.
- Translate complex retirement information into clear, understandable guidance for employees and operational partners.
- Promote employee understanding of retirement programs and support broader efforts to improve financial wellbeing.
- Support system and vendor processes, and assist with testing, audits, and compliance activities.
Requirements
- At least 5 years in an analytical role, such as compensation, finance, accounting, or internal audit.
- Advanced Microsoft Excel skills, including complex formulas, lookups, pivot tables, and data validation, with the ability to efficiently analyze large datasets.
- Strong investigative and problem-solving skills, including the ability to analyze information, identify discrepancies, and develop solutions.
- Strong written and verbal communication skills and the ability to translate complex information for a variety of audiences.
- Self-directed, with demonstrated ownership of work and the ability to independently advance priorities while effectively collaborating across teams.
Benefits
- Competitive base salary
- Annual incentive awards for eligible employees
- Health, welfare, and retirement benefits designed to support physical, financial, and emotional/social well-being
- May be eligible for additional compensation, such as an incentive program
