Benefits Analyst

The Benefits Analyst supports the design, administration, and continuous improvement of financial wellbeing, equity compensation and health and welfare programs. The Analyst partners closely with HR, Finance, Legal, and external vendors to ensure compliance, operational excellence, and a positive employee experience.

This role typically reports into the Sr. Director, Global Benefits and is based in our Buckhead office in a hybrid work environment.

• Administer day-to-day operations of equity compensation programs (e.g., RSAs, RSUs, PSUs).

• Manage grant processing, vesting schedules, transactions, and terminations in equity systems.

• Maintain accurate equity records and reconcile data with Finance, Payroll, and external administrators.

• Support equity plan compliance, including regulatory filings, audit needs, and adherence to local and global requirements.

• Partner with Legal and Finance on plan documentation, disclosures, and governance.

• Respond to employee inquiries and provide education on equity awards, vesting, and taxation basics (in partnership with vendors/experts).

• Support equity system implementation, upgrades, and process optimization.

• Drive U.S. and Canada retirement plan administration including weekly payroll deduction reconciliation and funding, employee inquiries and escalations, vendor management, technology and process improvements, company match forecasting and quarterly retirement committee preparation.

• Lead ancillary financial wellbeing programs including administration, vendor management, vetting new vendors in market, and special projects.

• Partner with vendors to deliver tools and programs that improve employee financial literacy and outcomes.

• Analyze participation and engagement data to identify trends and recommend enhancements.

• Assist in developing and executing communication strategies for financial wellbeing programs (e.g., webinars, events, guides, campaigns).

• Manage daily administration of health and welfare plans for U.S. and Canada.

• Resolve employee inquiries and escalations, researching information to understand full picture and root cause.

• Timely and accurate review, audit and reconciliation of payroll deductions, Workday integrations and related processes.

• Partner with Benefits Manager and vendors to proactively resolve issues and drive a positive employee experience.

• Analyze equity, financial, and health and welfare program data to provide insights and recommendations.

• Prepare regular and ad hoc reports for leadership, including participation, cost, and utilization metrics.

• Support year-end processes (e.g., equity reporting, financial disclosures, true-up match calculation and posting, benefits annual enrollment integrations, required annual filings, and tax reporting coordination).

• Ensure integrity and accuracy of data across systems.

• Ensure programs comply with applicable regulations (e.g., SEC, IRS, DOL, CRA, ERISA, or local equivalents).

• Lead retirement plan audits and Form 5500 filings

• Support other internal and external audits.

• Ensure compliance with required retirement plan participant disclosures

• Maintain documentation, policies, and procedures for programs.

• Monitor ongoing regulatory updates, escalating related projects as appropriate.

• Maintain internal documentation/procedures for all areas of responsibility.

• Bachelor's degree in human resources, business, finance, accounting, or related field.

• 2-3 years of experience in employee rewards programs, equity administration, stock plan management, or benefits.

• Experience working with equity, benefits and retirement administration platforms.

• Working knowledge of equity compensation programs, financial wellbeing concepts and health and welfare benefits for U.S. and Canada.

• Familiarity with regulatory and tax considerations related to equity and retirement plans.

• Strong analytical and problem-solving skills with proficiency in Excel (pivot tables, modeling, data validation).

• Excellent customer service skills, supporting both internal and external customers.

• High attention to detail and strong organizational skills.

• Ability to manage multiple projects with varying deadlines.

• Ability to handle confidential information with discretion.

• Strong communication skills, with the ability to explain complex topics clearly.

 Career Development: Success starts from within, and we have several paths from which you can choose to enhance your career evolution. From Carter’s University to Toastmasters to mentorship programs and more, we encourage you to utilize these tools to elevate your professional prowess.

NOTE: This job description is not intended to be all-inclusive. The duties described may be changed or reassigned at the discretion of management, and the employee may be required to perform duties that are not listed in the job description.

Carters is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by federal, state, or local law.