PITT OHIO, a $900 million, high service, highly profitable, transportation solutions provider offering SUPPLY CHAIN, LTL and TRUCKLOAD services is seeking a Financial Wellness Analyst to join our team at our Corporate Headquarters in Pittsburgh, Pa. 
 
We offer competitive wages, hospital/medical insurance with no monthly premiums, vision, discount prescription, dental, 401K, profit sharing, paid vacations, pleasant work environment, and much more!

Purpose

The Financial Wellness Analyst role will be responsible for developing strategies, monitoring program performance, and reporting progress and outcomes to leadership at all organizational levels. Additionally, the analyst will serve as a trusted advisor who will promote financial literacy and long-term financial well-being across the enterprise.

• Develop and implement financial wellness initiatives for employees throughout the company
• Function as the Plan Administrator for the 401K and Profit Sharing Plans
• Partner directly with recordkeeper on all plan related changes and updates
• Generate required recordkeeping reports and support file feed integration process
• Serve as primary point of contact for the Company Financial Wellness Programs
• Chair the Administrative Committee of the Retirement Plan
• Provide insights and recommendations to improve financial planning for employees as an active member of the PITT OHIO Investment Committee
• Monitor the Wellness Hotline daily to ensure timely responses back to employees
• Maintain clear communication with Wellness Hotline support team regarding all updates
• Oversee the audit of the 401K Profit Sharing Plan in conjunction with outside accounting firm
• Prepare and File the required 5500 form
• Liaison to Third Party Financial Advisors for all financial wellness programs
• Present education and counsel on financial wellness programs to employees and family members in group and one-on-one presentations
• Participate in the 90-day onboarding process to promote financial wellness programs
• Create financial wellness content for distribution using available communication channels to employees and families
• Ability to react to change productively and handle other essential tasks as assigned

Other Duties

• Assist in the development and implementation of initiatives to enhance the overall employee experience.
• Serve as a backup resource for HR compliance related dashboards and reporting
• Partner with enterprise companies as needed to offer plan administration guidance and reporting
• Identify trends and provide insights to improve HR strategies and practices.
• Provide support and assistance for various HR sponsored activities including summer cookout, Employee Appreciation Day, and Kid’s Day, etc.
• Develop metrics to measure the success of financial wellness initiatives

Experience:
• 3–5 years of related experience administering financial programs.
• Strong background in 401(k) and Profit Sharing Plans, including managing relationships with third-party benefit administrators.
Education:
• Bachelor’s degree in Finance, Human Resources, Accounting or a related field, or equivalent years of related experience.
Certifications:
• Ability to successfully complete a fiduciary certification program.
Skills & Attributes:
• Highly motivated individual with strong attention to detail and organizational skills
• Ability to maintain an exceptional degree of discretion regarding confidential information
• Excellent communication and relationship management abilities.
• Must possess excellent interpersonal, verbal and written communication skills
• Strong math and previous accounting experience is preferred but not required
• Team player able to communicate effectively with all levels of employees
• Must be highly proficient in Microsoft Excel, Word, PowerPoint, and Outlook
• Must possess problem solving and analytical skills
• Maintain a positive attitude and contribute to a quality work environment

Working Conditions
• Travel to facilities as necessary to implement financial wellness initiatives
• Available to meet in person or by phone with terminal employees during early morning and late evening hours as necessary
• Open corporate office environment – able to concentrate with typical office noise and interruptions due to phone calls.
• Close visual acuity is required to perform activities such as preparing and analyzing data and spreadsheets, as well as integrating payroll data
• Typical exposure to interior environmental conditions like air conditioning - no substantial exposure to adverse environmental conditions
• Manual dexterity is regularly required including fingering, grasping, and typing; manual dexterity includes repetitive motion of the wrists, hands, and fingers.
• Talking and hearing required to communication with and listen to others to share or receive information
• May be occasionally exposed to noise including telephone, office machinery, and conversations of others