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University of California Office of the President · 2 months ago

BENEFITS ANALYST 4 - Retirement Readiness (RASC)

Oakland, CA

Full-time

Hybrid

Senior Level

$115K/yr - $130K/yr

7+ years exp

The University of California Office of the President is a leading institution dedicated to excellence in teaching, research, and public service. The Benefits Analyst 4 manages complex retirement and pension cases, ensuring compliance with policies and procedures while providing subject matter expertise and mentoring to junior analysts.

EducationHigher EducationProfessional Services

Responsibilities

Independently manages and resolves the most complex and escalated retirement and pension cases requiring advanced judgment and subject matter expertise

Subject matter expert regarding retirement, survivor/beneficiary, insurance, and disability benefits. Provides in-depth counseling to members, campuses, and internal partners on retirement policies, procedures, and benefit entitlements

Serves as a liaison with Policy, UCPath, campuses, and Benefit Accounting to resolve cross-functional issues and ensure consistent application of retirement rules. Leads and contributes to audits, compliance reviews, and regulatory reporting, identifying risks and recommending corrective actions

Develops, documents, and improves processes to enhance efficiency, accuracy, and compliance across retirement operations

Serves as a mentor and trainer for Benefits Analysts 2 and 3, providing guidance and expertise in handling complex cases

Advises leadership on emerging issues, policy gaps, and opportunities for operational improvements. Participates in cross-departmental projects and initiatives that shape retirement service delivery

Qualification

Retirement benefits administrationPension case managementPolicy interpretationLean Six Sigma principlesAdvanced Excel skillsAnalytical skillsProblem-solving skillsMentoring skillsCommunication skills

Required

7 years expert-level knowledge of retirement and pension benefits administration, including defined benefit plans and advanced eligibility rules

Recognized as a subject matter expert and trusted advisor to leadership on complex retirement issues

Requires extensive knowledge of UCRP plan rules and regulations

Strong ability to interpret and apply policies, procedures, and regulatory requirements (e.g., ERISA, IRS, UC policies)

Advanced skills in payroll, calculations, Excel, compliance, and audit

Strong analytical and problem-solving skills, with the ability to identify systemic issues and propose strategic solutions

Demonstrated advanced writing, speaking and group presentation skills in order to present complex information in a clear and concise manner to multiple levels in the organization

Ability to mentor, coach, and develop analysts at multiple levels

Bachelor's degree in related area and / or equivalent experience / training

Preferred

Knowledge of Lean Six Sigma principles and how to apply them

Proven ability to lead process improvement initiatives and drive operational excellence

Company

University of California Office of the President

Glassdoor3.8

The Office of the President is the system wide headquarters of the University of California, managing its fiscal and business operations, and supporting the academic and research missions across its campuses, labs and medical centers.

Oakland, California, USA

1001-5000 employees