Benefits Analyst

Building the people that build the world.

With platforms in HVAC and Detection and Measurement SPX Technologies builds innovative solutions that enable a safer more efficient sustainable world. Through our RiSE talent development framework we Reach Identify Strengthen and Engage our employees to support them in their continued development. Were a global company of problem solvers collaborators and innovators and our businesses build solutions that impact the world.

Position Summary

The Benefits Specialist III / Retirement & Leave Analyst is responsible for the administration analysis and continuous improvement of key retirement leave and related benefit programs across the organization. The role owns U.S. defined contribution plan administration manages the remaining defined benefit/pension responsibilities as those obligations decline leads leave-of-absence program administration and supports the growing scope of Canadian retirement programs including integration of acquired companies into the organizations RRSP structure. The position works closely with external vendors and internal partners to ensure accurate administration strong controls regulatory compliance effective employee support and timely execution.

Beyond day-to-day administration this role is expected to use data financial acumen research and sound judgment to identify issues investigate root causes evaluate alternatives and make practical recommendations to the Benefits Director. Success requires intellectual curiosity a strong sense of urgency comfort working with detailed financial and employee data and the ability to move work forward independently in a changing environment.

Key Responsibilities

Retirement Plan Administration - U.S. Defined Contribution and Defined Benefit

Serve as a subject matter expert for U.S. retirement plans with primary focus on defined contribution programs and continued support of remaining defined benefit/pension obligations.

Partner with Fidelity and WTW to ensure accurate and timely plan administration including contributions distributions participant support data feeds reconciliations and issue resolution.

Collaborate with Payroll (Dayforce) HRIS (SuccessFactors) Finance Legal and other partners to maintain data integrity and resolve complex plan or participant issues.

Coordinate annual compliance testing audits Form 5500 filings plan notices and other required activities; monitor applicable legislative and regulatory changes including SECURE 2.0 requirements.

Maintain plan documents procedures controls and records in accordance with ERISA IRS DOL and internal requirements.

Manage remaining pension/defined benefit activities and support an orderly transition of responsibilities as plan activity and administrative requirements decline over time.

Leave of Absence Program Administration

Own day-to-day administration and oversight of the organizations leave-of-absence programs serving as the primary benefits contact for leave processes and complex escalations.

Coordinate with leave/disability vendors HR Payroll HRIS employees and managers to support accurate eligibility status changes pay/benefit coordination return-to-work processing and timely issue resolution.

Monitor vendor performance service levels case trends recurring issues and employee experience; drive follow-up and corrective actions where needed.

Maintain leave procedures communications controls and documentation and help ensure programs are administered consistently with applicable federal state local and company requirements.

Analyze leave data to identify trends cost or process concerns opportunities for automation and improvements to program administration and employee support.

Canada Retirement Programs & Acquisition Integration

Administer and support Canadian retirement programs with particular emphasis on RRSP governance operations data accuracy employee support and vendor coordination.

Lead benefits workstreams associated with integrating newly acquired Canadian companies into the organizations RRSP program including data review plan mapping implementation coordination employee communications and post-integration validation.

Partner with Canadian HR Payroll Finance external advisors and vendors to identify differences in acquired-company programs evaluate integration impacts and recommend practical solutions.

Monitor Canadian retirement plan activity and regulatory requirements and help maintain consistent governance while recognizing local requirements and business needs.

Data Analysis Financial Management & Process Improvement

Prepare reconcile and analyze benefits data for leadership reporting compliance audit vendor management and decision-making.

Use data to identify trends anomalies financial impacts control gaps and root causes; translate findings into clear recommendations and action plans.

Develop and maintain repeatable reports reconciliations dashboards trackers and controls that improve visibility accuracy and operating discipline.

Evaluate program utilization vendor performance participant behavior and administrative processes to identify opportunities to reduce risk improve service and increase efficiency.

Approach unfamiliar issues with curiosity and structured problem solving: ask the right questions validate assumptions research options and follow issues through to resolution.

Retiree Health Financial Wellness & Employee Support

Manage and support legacy retiree health and life insurance programs including eligibility Medicare Part B enrollment vendor coordination and retiree transitions.

Respond to complex employee and retiree questions with accurate timely and practical guidance; escalate or investigate issues as appropriate.

Develop clear employee communications guides and educational resources and participate in benefits orientations or other employee-facing sessions.

Qualifications

Bachelors degree in Human Resources Business Finance Accounting Analytics or a related field preferred.

5 years of progressively responsible benefits administration experience including meaningful retirement plan experience; leave-of-absence administration experience strongly preferred.

Experience with U.S. defined contribution plans required; defined benefit/pension plan experience preferred.

Experience with Canadian retirement programs RRSPs mergers and acquisitions or benefits integrations strongly preferred.

Working knowledge of ERISA IRS DOL SECURE 2.0 and applicable leave requirements; ability to research and apply new requirements as needed.

Advanced Microsoft Excel skills and demonstrated ability to work with large or detailed datasets perform reconciliations identify discrepancies and develop actionable insights.

Experience working with benefits vendors and HR technology platforms; experience with Fidelity WTW SuccessFactors and Dayforce preferred.

Strong written and verbal communication skills with the ability to explain complex benefit or data issues clearly to varied audiences.

Core Competencies

Analytical and data-driven - uses facts financial information and disciplined analysis to reach conclusions and make recommendations.

Intellectually curious - asks thoughtful questions seeks to understand how and why processes work and learns new subject matter quickly.

Problem solver - investigates issues to root cause considers alternatives and develops practical solutions rather than simply identifying problems.

Sense of urgency and ownership - prioritizes effectively follows through and drives issues to closure while maintaining accuracy and sound judgment.

Financially minded - understands the cost risk control and business implications of benefits decisions and administrative processes.

Detail-oriented and control-focused - maintains high standards for data accuracy compliance documentation and execution.

Adaptable and collaborative - works effectively across HR Payroll Finance Legal vendors and geographically dispersed teams in a changing environment.

Employee-focused communicator - balances strong service with consistent program administration and clear expectations.

How we live our culture

Our culture is at the center of what we do and more importantly who we are. Our core values set a standard for how we manage ourselves and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team each of us leads at SPX.

What benefits do we offer

We know that the well-being of our employees is integral. Our benefits include:

• Generous and flexible paid time off including paid personal time off caregiver parental and volunteer leave
• Competitive health insurance plans and 401(k) match with benefits starting day one
• Competitive and performance-based compensation packages and bonus plans
• Educational assistance leadership development programs and recognition programs

Our commitment to embrace diversity to build a culture of inclusion at SPX

We value different backgrounds experiences and voices at SPX and we are committed to challenging ourselves openly communicating and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential.

SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race color religion sex sexual orientation or identity national origin age disability veteran status or any other legally protected basis.