Sr. Data & Reporting Analyst

Company Overview

PCS Retirement, LLC is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. 

At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success.  

To learn more, visit https://www.pcsretirement.com/

Job Responsibilities

• Consult with relevant stakeholders to understand, define, and document functional requirements for reporting and data sharing needs
• Work with Development team for enhancing and troubleshooting existing data feeds, as well as building new integrations with various financial data aggregation firms 
• Manage onboarding and offboarding of Firms on existing data feeds/reports
• Manage Projects and enhancement prioritization for the team
• Monitor a case queue for external client enquiries with regards to the data shared with various financial data aggregation firms
• Perform ad-hoc analysis as necessary to answer business or client questions and drive decisions
• Review existing processes, recommend best fit solution, document technical requirements for building a more streamlined and enhanced process for sharing data (using APIs) with external vendors, while ensuring data privacy and integrity is not compromised
• Develop and execute data mapping and transformation processes and requirements within and between applications and data sources
• QA the enhancements or bug fixes to ensure code updates meet the documented functional requirements
• Identify, analyze, and interpret trends or patterns in complex data sets
• Create and implement data auditing/reconciliation protocols and procedures; conduct root cause analysis, recommend corrective actions, execute fixes, and escalate issues as appropriate
• Analyze trends from data audits and cleansing to identify and recommend areas that require data, system, or process improvements
• Conduct training and coaching of users on data feed reporting that the Company offers

• At least 5-7 years in data/business analysis and reporting in Financial sector, preferably in the Retirement Plan recordkeeping business
• Bachelor’s degree in Business, Computer Science, Mathematics or related field, or equivalent combination of education and work experience
• Proficient in Microsoft 365, most importantly with proficiency in Excel
• Proficient in SQL; additional programming languages a plus
• Focus on quality, with attention to detail and the ability to meet strict deadlines
• Excellent communication skills and be willing to share his/her knowledge and experience with a team
• Experience with Atlassian tools such as Jira and Confluence
• Ability to use reporting software such as SSRS, Crystal Reports or others
• Basic experience with data transfer and Application Programming Interface (API) tools and methods

Remote Work Information

For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying.

Compensation Information

The average salary for this position is expected to be between $75,000 and $130,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers

Additional Information

As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.