Retirement Plans Compliance Analyst (PMDA I/II, Grade 21/25)

The anticipated salary for this position is:

Performance Management and Data Analyst I, Grade N2 1 : $68,501 - $82,616
Performance Management and Data Analyst II, Grade N2 5 : $81,122 - $110,642
**Salary Ranges DO NOT reflect a +3% General Wage Adjustment (GWA), effective July 13, 2025**

WHO WE ARE

The mission of the Montgomery County Employee Retirement Plans organization is to manage prudent investment programs for the members of the Employee Retirement Plans and their beneficiaries. Our three divisions Investment, Financial, and Member Services work together and within a fast-paced and deadline-driven environment to provide a wide variety of services and work products. Our teams perform advanced-level analytical for multiple defined contribution/benefit retirement plans totaling approximately $ 7B and provide in-depth customer service to over 20 ,000 plan members consisting of current employees, retirees, and other beneficiaries.

WHO WE ARE LOOKING FOR

Montgomery County Employee Retirement Plans (MCERP) is seeking a Retirement Plans Compliance Analyst (Performance Management and Data Analyst I or II ) who is keenly interested in working in a high-volume and fast-paced work environment aimed to serve our local government and workforce. This position does not focus on computer programming or coding .

The ideal candidate should possess a strong ability to learn quickly , an analytical mindset, keen attention to detail, and the ability to manage complex tasks and prioritize effectively. They will be responsible for activities that enhance business effectiveness and drive continuous improvements in process efficiency related to the County's defined contribution and defined benefit retirement plans.

Highly successful employees within MCERP:

• Have strong time management, problem solving, and organizational skills.

• Can work independently and reliably within a detail oriented and deadline driven environment.?

• Apply their considerable knowledge of and experience working with public pension and defined contribution retirement plans.?

• Communicate professionally and excel at explaining complex, technical, or financial information to cross-department teams and participating agencies.

• Effectively manage a wide portfolio of responsibilities, projects, and competing priorities.

This position is responsible for p erforming the compliance monitoring of the retirement benefit process of the Montgomery County Employee Retirement Plans to increase business effectiveness and continually improve process efficiency. You will assist in processing bi-weekly contributions submissions, support the monthly pension payroll, and manage various projects such as the annual ERS/LTD2 disability offset audits, actuarial reports, and COLA . Key responsibilities include, but are not limited to:

• Audit supporting documentation of retiree application to ensure payment accuracy and compliance with the County guideline

• Review and upload employee retirement contributions from participating agencies, and resolve discrepancies related to eligible wages, missed earnings, and other regulatory compliance issues.

• Conduc t audits of disability income verification and retiree records for compliance with County code

• Assist actuary by reconciling data, resolving inconsistencies and conducting data validation.

• Handl e the ongoing demands of coordinating Oracle and PeopleSoft system administration related to changes, testing, recommendations for program updates, etc.

• Implement control improvement plans for any gaps identified , changes in process, and audit/ compliance requirements.

Education

Graduation from an accredited college or university with a Bachelor's Degree in Information Systems, Information Technology, Computer Science, Operations Research, Business Administration, Economics, Public Administration, Public Policy, Management, Finance, Statistics, Engineering or related field. PREFERRED EDUCATION : B achelor's degree from an accredited college or university in Business Administration, A ccounting, F inance, Economics or another field that provided a strong foundation in the area(s) of assignment

Experience

PMDA I, Grade 21: Two (2) years of professional experience performing data analysis and interpretation, program evaluation and/or process improvement in an academic, data administration or business data analytics environment. PREFERRED EXPERIENCE:
(1) Professional experience in the day-to-day administration of employee retirement plans (defined contribution plans and defined benefit plans). (2) Experience in processing monthly pension payroll and related processes . (3) Experience working with Oracle and/or Peoplesoft systems and demonstrated proficiency in Microsoft Excel (pivot tables, VBA , and automation) to maintain databases and perform complex financial analysis.

PMDA II, Grade 25: Three (3) years of professional experience performing data analysis and interpretation, program evaluation, and/or process improvement in an academic, data administration or business data analytics environment. PREFERRED EXPERIENCE: (1) Professional experience in the day-to-day administration of employee retirement plans (defined contribution plans and defined benefit plans). (2) Experience in processing monthly pension payroll and related processes . (3) Experience working with Oracle and/or Peoplesoft systems and demonstrated proficiency in Microsoft Excel (pivot tables, VBA , and automation) to maintain databases and perform complex financial analysis.

Equivalency

(1) An equivalent combination of education and experience may be substituted.

(2) Possession of a graduate degree in one of the above fields may be substituted for one year of the required experience.

• Bachelor's degree from an accredited college or university in Business Administration, A ccounting, F inance, Economics or another field that provided a strong foundation in the area(s) of assignment.

• Professional experience in the day-to-day administration of employee retirement plans (defined contribution plans and defined benefit plans).

• Experience in processing monthly pension payroll and related processes.

• Experience with complex compliance audit ing , preferably reti ree and disability records for compliance with the M ontgomery County C ode .

• Experience working with Oracle and/or Peoplesoft systems and demonstrated proficiency in Microsoft Excel (pivot tables, VBA , and automation) to maintain databases and perform complex financial analysis.

• Professional experience performing data analysis and process improvement .

• Lean Six Sigma Green Belt Certification .