Technical Analyst

Our client is one of the nation's largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, they have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. They hold the coveted "Best Places to Work – USA" certification and serve more than 22,000 employer groups and 3.6 million plan participants nationally.

They operate a dedicated independent divisional team,
Broker Solutions
, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients - through the seamless delivery of Fortune 500-level health and financial wellness solutions.

Our client is seeking a Technical Analyst / Tester to support the delivery, validation, and ongoing integrity of enterprise applications that power their retirement and benefit administration platforms (401(k), 403(b), 401(a), 457(b), and IRA). This role operates at the intersection of business analysis, software development, and operations - ensuring that new system enhancements, integrations, and workflow automation initiatives function as designed within highly regulated financial services environments.

• Requirements Validation & Solution Alignment

• Review Business Requirements Documents (BRDs), Functional Specifications, and Technical Design Documents for completeness and testability
• Translate documented requirements into detailed system test scenarios and acceptance criteria
• Validate that implemented enhancements align with operational workflows across retirement plan administration functions
• Participate in backlog refinement and sprint planning activities to identify technical dependencies and test considerations

• System Integration & Data Validation Testing

• Develop and execute test cases supporting integrations between Oracle-based recordkeeping platforms, payroll providers, enterprise workflow tools (e.g., OnBase Work View), and CRM platforms
• Validate inbound / outbound data files, API payloads, participant account transactions, payroll contribution uploads, and distribution processing logic
• Perform database-level validation using SQL across Oracle and SQL Server environments

• Enterprise Workflow & Automation Testing

• Support automated workflow testing for distributions, loans, payroll integrations, onboarding, and compliance controls
• Execute User Acceptance Testing (UAT) and Operational Readiness Testing in partnership with Operations stakeholders
• Validate Intelligent Document Processing (IDP) and automated document ingestion workflows where applicable
• Identify, document, and prioritize system defects related to financial transactions and participant account activity
• Perform root-cause analysis across middleware layers, databases, APIs, and workflow configurations
• Collaborate with Development teams to support defect remediation and solution validation
• Assist in post-release validation activities and production issue triage
• Monitor application behavior for performance or data anomalies impacting participant outcomes
• Provide recommendations for improved automation or control points within existing workflows
• Maintain detailed system and testing documentation for enterprise integrations

• 3 years of experience in Technical Analysis, Quality Assurance, or System Testing within Financial Services or retirement plan administration
• Working knowledge of retirement plan recordkeeping systems and contribution / distribution lifecycle processing
• Experience writing and executing system integration and data validation test cases
• Intermediate SQL skills for querying relational databases (Oracle or SQL Server)
• Experience testing API-based integrations (REST preferred)
• Familiarity with enterprise workflow or ECM platforms such as OnBase (Work View preferred)
• Ability to analyze file-based integrations such as payroll contribution uploads or eligibility files
• Strong analytical and troubleshooting skills with attention to financial transaction integrity
• Experience supporting UAT testing cycles across business and operations teams