Position Type:
Administration/Financial Analyst

Date Posted:
5/20/2019

Location:
Retirement Services

Date Available:
05/20/19

Closing Date:
06/03/19

Title: Financial Analyst, Retirement Services

Position Summary:
Supports the financial operations of the Fulton County Schools Employees' Pension Fund (FCSEPF)

Duties and Responsibilities:

• Generates Monthly Retiree Payroll and Trust Reconciliations (Annuities, Deductions and Lump Sums)Interfaces and coordinates with Payment ProcessorCollects and processes overpayments from retirees or beneficiaries of retireesProcesses stop payments or ACH Reversals on retirees' accountProduces Monthly General Ledger and Credit Union FilesPerforms periodic review for accuracy and efficiency of file feeds and data between HRIS/Payroll System, Web-based Pension Administration System and Payment Processing SystemReviews and analyzes various records and other information to accurately determine retirement benefits, benefit estimates, credit service, deferred vested benefits, disability benefits, withdrawals/rollovers, death/beneficiary benefits, refund of contributions (lump sums), cost of living adjustments (COLA), return to work and other related information.Prepares appropriate correspondence, follow-ups on all requests and correspondence and makes appropriate adjustments to participants' recordsProcesses pension benefit calculation requests and cost calculation for creditable service purchasesSupports the Annual Audit and Valuation Process through complex data analysisResearches and resolves employee questions and/or complaints in a timely mannerDevelops and maintains internal manuals for Retirement ServicesPerforms quality assurance checks on retirement application, sick leave certification, and vacation payout processManages web-based pension benefit calculatorPerforms other duties as assigned by the appropriate administrator

Education and Experience:
Education:

• Bachelor's Degree in a business field required

Experience:

• Minimum 5 years of experience in a financial role requiredAt least 2 years of experience in a retirement plan environment preferred

Certification/Licensure:

• None Required

Minimum Qualifications:

• Must be able to successfully manage multiple tasks, projects, and responsibilitiesAbility to apply critical thinking and complex problem solving skills in rendering solutions to various issuesMust be able to collaborate effectively with District personnel, general public, external vendors and work with diverse groups of peopleStrong technical and analytical skillsExceptional customer service skillsExcellent organizational and leadership skillsExcellent communication skills both written and verbalProficiency in Microsoft Office Products

Salary Information:
Salary Range for 2018-2019

• $59,432 - $70,143

Step placement credit may be granted for up to a maximum of 8 years (Step 9) of prior verifiable experience. Salary placement with Fulton County Schools is non-negotiable. Actual salary placement will be based on Fulton County Board of Education experience calculations from the Non-Teaching Salary Schedule B-235, Executive Scale, Step 1 - Step 9.

Complete Application:

• Application (Online)Resume

It is the policy of the Fulton County School System not to discriminate on the basis of race, color, sex, religion, national origin, age, or disability in any employment practice, educational program, or any other program, activity, or service. If you wish to make a complaint or request accommodation or modification due to discrimination in any program, activity, or service, contact Compliance Coordinator Ron Wade, 6201 Powers Ferry Rd, NW, Atlanta, Georgia 30339, or phone 470-254-4585.TTY 1-800-255-0135.