Help Ensure Compliance Across Critical Employee Benefit Programs as a Sr Project Analyst!PDS Tech Commercial is seeking a detail-oriented and analytical
Sr Project Analyst to support regulatory compliance activities for retirement, health & welfare, and VEBA benefit plans. This role plays a critical part in ensuring timely and accurate regulatory filings, maintaining compliance with federal and state requirements, supporting audits, and minimizing organizational risk.
If you have a background in accounting, auditing, benefits compliance, or regulatory reporting and enjoy working with complex data and regulations, this is an excellent opportunity to make a meaningful impact.
What You'll Do Regulatory Filings & Compliance - Manage the preparation, coordination, and submission of IRS Form 5500 filings and supporting schedules.
- Support SEC Form 11-K filings and ensure alignment with applicable financial reporting requirements.
- Coordinate ACA reporting activities, including:
- IRS Form 1094-B/C
- IRS Form 1095-B/C
- Support state disability filings and other required regulatory submissions.
- Ensure compliance with:
- ERISA
- IRS regulations
- Department of Labor (DOL) requirements
- ACA
- HIPAA
- COBRA
- FMLA
- State regulatory requirements
Benefits Plan Administration - Maintain and update:
- Summary Plan Descriptions (SPDs)
- Summary of Benefits and Coverage (SBC)
- Required participant disclosures
- Monitor regulatory changes and implement updates to policies, procedures, and documentation.
- Maintain compliance calendars and monitor filing deadlines.
Audit & Risk Management - Support internal and external audits of employee benefit plans.
- Manage audit requests, findings, and corrective action activities.
- Coordinate with auditors, legal counsel, third-party administrators (TPAs), and internal stakeholders.
- Ensure retirement plan financial statement audits are completed on time and accurately.
Data Analysis & Reporting - Analyze and validate benefits and plan-related data.
- Ensure data accuracy across filings, reports, and documentation.
- Develop compliance reporting metrics and management reporting.
- Identify opportunities to improve compliance processes and controls.
Required Qualifications - Bachelor's Degree in:
- Accounting
- Finance
- Business
- Minimum 3 years of accounting and auditing experience
- Experience with financial statement preparation or auditing preferred.
- Strong analytical and problem-solving abilities.
- Ability to manage multiple deadlines and priorities simultaneously.
- Excellent attention to detail and organizational skills.
Preferred Qualifications - Benefits compliance experience.
- Experience supporting:
- Retirement Plans (DB/DC)
- Health & Welfare Plans
- VEBA Plans
- Experience managing or supporting IRS Form 5500 filings.
- Knowledge of:
- ERISA
- IRS Regulations
- DOL Requirements
- ACA
- HIPAA
- COBRA
- Experience supporting SEC Form 11-K filings.
- ACA reporting experience (1094/1095 filings).
- Employee benefit plan audit experience.
- Experience using:
- Workday
- SAP
- ADP
- Other HRIS/Benefits systems
What Makes You a Great Fit - Form 5500 filing experience
- Employee benefit plan audit experience
- Accounting and auditing background
- Knowledge of ERISA and benefits compliance
- Strong analytical and reporting skills
- Ability to manage multiple deadlines
- Experience working with auditors and regulatory requirements
- Attention to detail and compliance focus
Why Join Us? - $56.00/hr pay rate
- Hybrid work schedule (3 onsite / 2 remote)
- Opportunity to manage critical compliance and regulatory activities
- High-impact role supporting enterprise risk management
- Exposure to retirement, health & welfare, and benefits administration functions
- Collaborative environment working with legal, finance, HR, auditors, and third-party providers
- Opportunity to drive compliance excellence and process improvements
Apply Today! If you have experience in
benefits compliance, Form 5500 reporting, ERISA, auditing, ACA reporting, retirement plans, or regulatory filings, we'd love to hear from you.
Join PDS Tech Commercial as a Sr Project Analyst and help ensure regulatory excellence, audit readiness, and compliance across critical employee benefit programsPay Details: $56.00 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
