Benefits Analyst

TRC Talent Solutions is partnering with a rapidly growing wealth management firm to hire a Benefits Analyst responsible for the administration, optimization, and financial integrity of a comprehensive employee benefits program supporting a large and scaling workforce. This role serves as a subject matter expert across benefits operations, vendor management, financial reconciliation, and Workday Benefits administration.

Responsibilities

• Administer health & welfare, retirement, and ancillary benefit programs

• Manage full benefits lifecycle events including eligibility, enrollment, changes, terminations, and audits

• Configure, test, and maintain benefit plans in Workday Benefits

• Serve as escalation point for complex employee benefits issues

• Manage vendor relationships with carriers, TPAs, and brokers

• Resolve eligibility, billing, and service issues with external vendors

• Support renewals, plan changes, and vendor performance reviews

• Own monthly self-billed and fully insured invoice reconciliation

• Partner with Payroll and Finance to resolve discrepancies and ensure accurate GL accounting

• Track adjustments, credits, and retroactivity; maintain audit-ready documentation

• Support ACA, COBRA, 401(k), and other compliance and audit requirements

• Conduct benefits reporting and analysis using Workday and Excel

• Identify trends in cost, utilization, and enrollment to support decision-making

• Partner cross-functionally with HRIS, Payroll, Finance, and HR teams

• Support open enrollment planning, testing, communications, and reconciliation

• Drive process improvements and support benefits operations efficiency

Qualifications

• Bachelor’s degree in HR, Business, Finance, or related field preferred

• Experience administering complex employee benefits programs

• Hands-on experience with Workday Benefits configuration and administration

• Strong experience managing vendor relationships (carriers, TPAs, brokers)

• Experience with self-billing and invoice reconciliation

• Advanced Excel skills (pivot tables, lookups, reconciliations)

• Strong analytical, financial, and problem-solving skills

• Ability to manage multiple priorities in a fast-paced environment

• Experience with large or multi-state populations preferred

• Exposure to self-funded plans, renewals, or implementations preferred

• CBP, CEBS, or related certifications preferred

Company Description:
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.