Retirement Plans Compliance Analyst (Performance Management and Data Analyst I/II, Grade 21/25)
Apply NowCompany: Montgomery County, MD
Location: Rockville, MD 20850
Description:
Salary : $92,075.00 - $149,112.00 Annually
Location : 101 Monroe St Rockville MD 20850 USA
Job Type: Permanent
Job Number: 2025-00206
Department: Non-Departmental Account
Division: NDA 99 MCERP
Opening Date: 03/27/2025
Closing Date: 4/3/2025 11:59 PM Eastern
FLSA: Exempt
About the Position
The anticipated salary for this position is:
Performance Management and Data Analyst I, Grade N21:? $68,501 - $82,616
Performance Management and Data Analyst II, Grade N25: $81,122 - $110,642
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:
What You'll Be Doing
This position is responsible for performing 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:
Minimum Qualifications
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.
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.
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.
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.
Preferred Criteria, Interview Preferences
IMPORTANT INFORMATION
The Office of Human Resources (OHR) reviews the minimum qualifications of all applicants, irrespective of whether the candidate has previously been found to have met the minimum requirements for the job or been temporarily promoted to the same position. This evaluation is based solely on the information contained in the application/resume submitted for this specific position.
Montgomery County Government(MCG) is an equal opportunity employer, committed to workforce diversity. Accordingly, as it relates to employment opportunities, the County will provide reasonable accommodations to applicants with disabilities, in accordance with the law. Applicants requiring reasonable accommodation for any part of the application and hiring process should email OHR at OHR@montgomerycountymd.gov. Individual determinations on requests for reasonable accommodation will be made in accordance with all applicable laws.
MCG also provides hiring preference to certain categories of veterans and veterans/persons with a disability. For more information and to claim employment preference, refer to the Careers webpage on Hiring Preference.
All applicants will respond to a series of questions related to their education, relevant experience, knowledge, skills, and abilities required to minimally perform the job. The applicant's responses in conjunction with their resume and all other information provided in the employment application process will be evaluated to determine the minimum qualifications and preferred criteria or interview preference status. Based on the results, the highest qualified applicants will be placed on an Eligible List and may be considered for an interview. Employees meeting minimum qualifications who are the same grade will be placed on the Eligible List as a "Lateral Transfer" candidate and may be considered for an interview.
This will establish an Eligible List that may be used to fill both current and future vacancies.
If selected for consideration for this position, you may be required to provide evidence that you possess the knowledge, skills, and abilities indicated on your resume.
Montgomery County Ethics Law: Except as provided by law or regulation, the County's "Public Employees" (which does not include employees of the Sheriff's office) are subject to the County's ethics law including the requirements to obtain advanced approval of any outside employment and the prohibitions on certain outside employment. The outside employment requirements of the ethics law can be found at 19A-12 of the County Code. Additional information about outside employment can be obtained from the Ethics Commission website.
Leave Benefits
Our generous leave package starts with non-MLS permanent and term employees earning 15 days of sick leave and 15 days of annual leave in their first year, as well as up to three additional personal days each calendar year. Positions in MLS earn 35 days of paid time off each year. In addition, we offer all employees 10 paid holidays. Our leave policies adhere to the Family Medical Leave Act of 1993, and we provide six weeks of paid parental leave for new parents.
Retirement Benefits
All permanent and term positions are eligible for robust retirement plans. Public safety positions are eligible for a defined benefit pension plan in which they are vested after only five years. Employees in non-public safety positions can participate in retirement plans that contribute up to 12 percent of their annual salary. All employees can also participate in a supplemental retirement plan, the 457 Deferred Compensation Plan, to contribute even more to their retirement goals.
Tuition Assistance & Student Loan Forgiveness
Montgomery County employees are eligible to participate in the Federal Public Service Loan Forgiveness Program. Participants who meet all requirements may qualify for forgiveness on the remaining balance on their Direct Loans after making 120 qualifying monthly payments under a qualifying repayment plan while working full-time in a qualifying public service position. To learn more about PSLF, please visit the Student Loan Repayment Benefits page. Our tuition assistance program allows you to receive up to $2,130 annually in tuition assistance to help you achieve a degree that supports your career path.
Free Mass Transit Benefit
County employees are entitled to use the RideOn Bus service for free with a valid County-employee ID. This benefit can be used any time of the day or evening, including weekends. We also offer a pre-tax flexible spending account to reduce the cost of other mass-transit options such as MARC trains and Metro.
Reduced Child and Health Care Costs
Working for Montgomery County also entitles permanent and term employees to participate in healthcare and childcare Flexible Spending Accounts. These plans allow eligible employees to save on a pretax basis for healthcare and dependent care costs incurred during the plan year.
Employee Wellbeing
We deeply care about your holistic wellness. Our award-winning wellness program, LiveWell, will support you in improving and maintaining your physical, mental, financial, social, and intellectual well-being.
Learn more about our wonderful benefits available to you once you join our team. Montgomery County Benefits
01
MQ Question PERFORMANCE MANAGEMENT AND DATA ANALYST II (000117)
What is your highest level of completed education?
02
MQ Question PERFORMANCE MANAGEMENT AND DATA ANALYST II (000117)
Do you have a degree in Information Systems, Information Technology, Computer Science, Operations Research, Business Administration, Economics, Public Administration, Public Policy, Management, Finance, Statistics, Engineering or related field?
03
MQ Question (PERFORMANCE MANAGEMENT AND DATA ANALYST II (000117)
How many years of professional experience do you have performing data analysis and interpretation, program evaluation and/or process improvement in an academic, data administration or business data analytics environment?
04
Do you possess a degree from an accredited college or university in business administration, public administration, accounting, economics, finance OR another field that provided a strong foundation in the area(s) of retirement planning?
05
How many years of non-programming/coding experience do you have in the day-to-day administration of retirement plans, including determination of eligibility, calculation of benefits, coordination with service providers, and application of a large number of eligibility and benefit variables across multiple plans in defined benefit plans and defined contribution plans?
06
Summarize your non-programming/coding experience with processing monthly pension payroll and handling related processes. If None, put "N/A".
07
Summarize your non-programming/coding experience with pension audits, including any specific challenges or complexities you have encountered in the audit process. If None, put "N/A".
08
Describe your experience and proficiency level using Oracle and PeopleSoft, especially related to retirement plans. If None, put "N/A".
Required Question
Location : 101 Monroe St Rockville MD 20850 USA
Job Type: Permanent
Job Number: 2025-00206
Department: Non-Departmental Account
Division: NDA 99 MCERP
Opening Date: 03/27/2025
Closing Date: 4/3/2025 11:59 PM Eastern
FLSA: Exempt
About the Position
The anticipated salary for this position is:
Performance Management and Data Analyst I, Grade N21:? $68,501 - $82,616
Performance Management and Data Analyst II, Grade N25: $81,122 - $110,642
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.
What You'll Be Doing
This position is responsible for performing 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.
- Conduct audits of disability income verification and retiree records for compliance with County code
- Assist actuary by reconciling data, resolving inconsistencies and conducting data validation.
- Handle 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.
Minimum Qualifications
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.
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.
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.
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.
Preferred Criteria, Interview Preferences
- Bachelor's degree from an accredited college or university in Business Administration, Accounting, Finance, 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 auditing, preferably retiree and disability records for compliance with the Montgomery County Code.
- 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.
IMPORTANT INFORMATION
The Office of Human Resources (OHR) reviews the minimum qualifications of all applicants, irrespective of whether the candidate has previously been found to have met the minimum requirements for the job or been temporarily promoted to the same position. This evaluation is based solely on the information contained in the application/resume submitted for this specific position.
Montgomery County Government(MCG) is an equal opportunity employer, committed to workforce diversity. Accordingly, as it relates to employment opportunities, the County will provide reasonable accommodations to applicants with disabilities, in accordance with the law. Applicants requiring reasonable accommodation for any part of the application and hiring process should email OHR at OHR@montgomerycountymd.gov. Individual determinations on requests for reasonable accommodation will be made in accordance with all applicable laws.
MCG also provides hiring preference to certain categories of veterans and veterans/persons with a disability. For more information and to claim employment preference, refer to the Careers webpage on Hiring Preference.
All applicants will respond to a series of questions related to their education, relevant experience, knowledge, skills, and abilities required to minimally perform the job. The applicant's responses in conjunction with their resume and all other information provided in the employment application process will be evaluated to determine the minimum qualifications and preferred criteria or interview preference status. Based on the results, the highest qualified applicants will be placed on an Eligible List and may be considered for an interview. Employees meeting minimum qualifications who are the same grade will be placed on the Eligible List as a "Lateral Transfer" candidate and may be considered for an interview.
This will establish an Eligible List that may be used to fill both current and future vacancies.
If selected for consideration for this position, you may be required to provide evidence that you possess the knowledge, skills, and abilities indicated on your resume.
Montgomery County Ethics Law: Except as provided by law or regulation, the County's "Public Employees" (which does not include employees of the Sheriff's office) are subject to the County's ethics law including the requirements to obtain advanced approval of any outside employment and the prohibitions on certain outside employment. The outside employment requirements of the ethics law can be found at 19A-12 of the County Code. Additional information about outside employment can be obtained from the Ethics Commission website.
Leave Benefits
Our generous leave package starts with non-MLS permanent and term employees earning 15 days of sick leave and 15 days of annual leave in their first year, as well as up to three additional personal days each calendar year. Positions in MLS earn 35 days of paid time off each year. In addition, we offer all employees 10 paid holidays. Our leave policies adhere to the Family Medical Leave Act of 1993, and we provide six weeks of paid parental leave for new parents.
Retirement Benefits
All permanent and term positions are eligible for robust retirement plans. Public safety positions are eligible for a defined benefit pension plan in which they are vested after only five years. Employees in non-public safety positions can participate in retirement plans that contribute up to 12 percent of their annual salary. All employees can also participate in a supplemental retirement plan, the 457 Deferred Compensation Plan, to contribute even more to their retirement goals.
Tuition Assistance & Student Loan Forgiveness
Montgomery County employees are eligible to participate in the Federal Public Service Loan Forgiveness Program. Participants who meet all requirements may qualify for forgiveness on the remaining balance on their Direct Loans after making 120 qualifying monthly payments under a qualifying repayment plan while working full-time in a qualifying public service position. To learn more about PSLF, please visit the Student Loan Repayment Benefits page. Our tuition assistance program allows you to receive up to $2,130 annually in tuition assistance to help you achieve a degree that supports your career path.
Free Mass Transit Benefit
County employees are entitled to use the RideOn Bus service for free with a valid County-employee ID. This benefit can be used any time of the day or evening, including weekends. We also offer a pre-tax flexible spending account to reduce the cost of other mass-transit options such as MARC trains and Metro.
Reduced Child and Health Care Costs
Working for Montgomery County also entitles permanent and term employees to participate in healthcare and childcare Flexible Spending Accounts. These plans allow eligible employees to save on a pretax basis for healthcare and dependent care costs incurred during the plan year.
Employee Wellbeing
We deeply care about your holistic wellness. Our award-winning wellness program, LiveWell, will support you in improving and maintaining your physical, mental, financial, social, and intellectual well-being.
Learn more about our wonderful benefits available to you once you join our team. Montgomery County Benefits
01
MQ Question PERFORMANCE MANAGEMENT AND DATA ANALYST II (000117)
What is your highest level of completed education?
- N/A
- High School/GED
- Associate's Degree
- Bachelor's Degree
- Master's Degree
- Juris Doctor
- Doctorate
02
MQ Question PERFORMANCE MANAGEMENT AND DATA ANALYST II (000117)
Do you have a degree in Information Systems, Information Technology, Computer Science, Operations Research, Business Administration, Economics, Public Administration, Public Policy, Management, Finance, Statistics, Engineering or related field?
- Yes
- No
03
MQ Question (PERFORMANCE MANAGEMENT AND DATA ANALYST II (000117)
How many years of professional experience do you have performing data analysis and interpretation, program evaluation and/or process improvement in an academic, data administration or business data analytics environment?
- No Experience
- 1 Year Experience
- 2 Year's Experience
- 3 Year's Experience
- 4 Year's Experience
- 5 Year's Experience
- 6+ Year's Experience
04
Do you possess a degree from an accredited college or university in business administration, public administration, accounting, economics, finance OR another field that provided a strong foundation in the area(s) of retirement planning?
- Yes
- No
05
How many years of non-programming/coding experience do you have in the day-to-day administration of retirement plans, including determination of eligibility, calculation of benefits, coordination with service providers, and application of a large number of eligibility and benefit variables across multiple plans in defined benefit plans and defined contribution plans?
- 0 or 1 Years of Experience
- 2 Years of Experience
- 3 Years of Experience
06
Summarize your non-programming/coding experience with processing monthly pension payroll and handling related processes. If None, put "N/A".
07
Summarize your non-programming/coding experience with pension audits, including any specific challenges or complexities you have encountered in the audit process. If None, put "N/A".
08
Describe your experience and proficiency level using Oracle and PeopleSoft, especially related to retirement plans. If None, put "N/A".
Required Question