Operations Analyst

Operations Analyst

We are looking for an Operations Analyst to join a growing consulting organization in the Horsham, Pennsylvania area. This position offers the opportunity to support clients with the ongoing administration, compliance, and reporting needs of retirement plans while building expertise in a collaborative, service-focused environment. The ideal candidate brings strong analytical ability, careful attention to detail, and experience working with defined contribution and defined benefit plan matters.

Responsibilities

• Manage the day-to-day administration of retirement plans, including defined contribution and pension-related programs.

• Review financial activity and reconcile trust and asset information to maintain accurate plan records.

• Perform compliance reviews and testing to help ensure plans meet regulatory requirements.

• Analyze participant census information and verify data integrity for annual administration and reporting purposes.

• Calculate employer contributions, allocations, matching formulas, and other required funding amounts based on plan provisions.

• Prepare annual valuation packages, compliance summaries, and required government filings such as Form 5500 and related documents.

• Support correction efforts for operational or compliance issues and assist with filings tied to remediation activities.

• Partner with clients, recordkeepers, auditors, and internal colleagues to address plan questions, audits, conversions, and design considerations.

• Bachelor’s degree in finance, accounting, business, or a related field.

• At least 3 years of experience in retirement plan administration, pension analysis, or a similar analyst role.

• Working knowledge of defined contribution and defined benefit plans, including compliance and annual reporting requirements.

• Experience preparing or supporting Form 5500 filings and related regulatory documentation.

• Strong Excel skills with the ability to organize, analyze, and reconcile complex data sets.

• Excellent written and verbal communication skills for working with clients and business partners.

• High level of accuracy, organization, and attention to detail in a deadline-driven environment.

• Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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• All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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