RETIREMENT ANALYST II

Requisition No: 876853


Agency: Management Services

Working Title: RETIREMENT ANALYST II - 72002485

Pay Plan: Career Service

Position Number: 72002485


Salary: $42,995.68 - $53,859.52


Posting Closing Date: 06/05/2026


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Retirement Analyst II - Bureau Coordinator
Division of Retirement/Retirement Calculations
State of Florida Department of Management Services
This position is located in Tallahassee, FL

Internal Agency Only

Position Overview and Responsibilities:
This is highly complex and technical work in the analysis of retirement accounts. The incumbent exercises considerable independent judgment under the general supervision of the bureau chief. The incumbent must possess a comprehensive working knowledge and understanding of the philosophy and provisions of Florida Statutes relating to retirement, which may include Chapters 112, 121, 122, 123, 238, 250, 321, 175, and 185 and all administrative rules, policies, and procedures developed pursuant to such laws. The incumbent may also be required to possess a comprehensive working knowledge and understanding of the Internal Revenue Service (IRS) and Social Security Administration provisions relating to retirement programs.


INTERNAL PROCESSES:

• Be knowledgeable of all bureau processes and associated screens (including website). Assist with and coordinate requests for Integrated Retirement Information System (IRIS) or website corrections and enhancements.
• Prepare and assist bureau sections with preparing System Investigative Report (SIR) documents to alert contracted systems consultants that problems exist, or to request system enhancements to IRIS or website screens.
• Assist each section with testing corrections or enhancements to IRIS or website, including coordinating testing with staff from other division areas for cross functional SIRs. Responsible for ensuring each SIR is thoroughly tested before changes are implemented to ensure data integrity.
• Track and monitor all stages of bureau's SIR projects.
• Provide user assistance for navigating IRIS/workflow screens and identifying interface problems. Coordinate reporting the bureau's IRIS and/or workflow problems to contracted systems consultants and ensure timely and effective resolutions.
• Serve as liaison between the sections within the bureau, other division functional areas, and contracted systems consultants on cross-functional issues.
• Coordinate and act as bureau liaison for the Member Annual Statement (MAS) project.
• Coordinate all stages of the outgoing correspondence to our external customers (approximately 100,000 annually for the bureau). Includes updating and/or creating new correspondence and standard comments.
• Coordinate the bureau changes/additions to the Knowledge Base.
• Assist with all aspects of the bureau's administration of Investment Plan provisions.
• Develop educational materials and procedures to be used for training and coordinate training initiatives. Update and maintain bureau's training SharePoint site.

WEBSITE:

• Review web user reports daily to proactively identify accounts that need additional review.
• Determine which reviewed web user accounts need customer service follow up and/or an administrative block to FRS Online access. Contact payees or members for additional information, as needed.
• Follow up customer-initiated complaints about possible unauthorized access to their FRS Online (web account). Examples include customers calling about letters they received notifying them of changes to direct deposit information, FRS Online account information, or address changes.
• Follow up and monitor individual accounts being reviewed and report to division management team as required.

ADDITIONAL:

• Coordinate special projects for the Bureau of Retirement Calculations and division management team.
• Generate, disseminate and follow-up on monthly retirement report.
• Conduct audits for past service upon finalization of agency join(s).
• Performs other related duties and assignments as required.

Knowledge, skills, and abilities, including utilization of equipment, required for the position:
(Note: The knowledge, skills, and abilities (KSA's) identified in this class specification represent those needed to perform the duties of this class. Additional knowledge, skills and abilities may be applicable for individual positions in the employing agency.)

• Knowledge of the principles and techniques of effective communication.
• Knowledge of basic arithmetic.
• Knowledge of the methods of data collection and analysis.
• Knowledge of basic management principles and practices.
• Ability to review data for accuracy, identify errors and take corrective action.
• Ability to collect, evaluate, analyze, and verify data relating to benefits plans
• Ability to understand and apply applicable rules, regulations, policies, and procedures relating to benefit plans.
• Ability to train others.
• Ability to organize data into logical format.
• Ability to utilize problem-solving techniques.
• Ability to work independently.
• Ability to plan, organize and coordinate work assignments.
• Ability to communicate effectively.
• Ability to establish and maintain effective working relationships with others.
• Ability to direct and coordinate the planning and implementation of operational and program reviews and program monitoring activities.
• Ability to prioritize workload.
• Ability to develop various reports.
• Ability to design, develop and implement research models.
• Ability to manage a benefits services program.
• Ability to assess budgetary needs.
• Ability to formulate policies and procedures.
• Accountability, Communication, Empowerment, Flexibility, Integrity, Respect, Teamwork

Minimum Qualifications:
Four years of professional experience in the area of insurance, retirement or social security, administration, call center, customer service, fiscal work, statistics, or personnel. A postsecondary degree may be used as an alternative for years of experience on a year-for-year basis.

Professional experience in the areas described or any combination of the above, can substitute on a year-for-year basis for the required college education.

Division of Retirement:
The mission of the Division of Retirement (division) is to deliver a high quality, innovative, and cost-effective retirement system. The division currently has 221 full-time retirement staff and manages a FY 2025-26 operating budget of $48,864,720. The division administers the Florida Retirement System (FRS) Pension Plan, currently one of the largest state retirement system in the US with more than 1.1 million active, retired, and terminated vested members and $191.6 billion in assets. The division pays out $12.9 billion a year in retiree benefits and maintains the service history, vesting and membership status records, and collects nearly $5.5 billion annually in employer and employee contributions from more than 1,000 employers for all FRS members.

Our Organization and Mission:
Under the direction of Governor Ron DeSantis, Interim Secretary Tom Berger and DMS' Executive Leadership Team, the Florida Department of Management Services (DMS) is a customer-oriented agency with a broad portfolio that includes the efficient use and management of real estate, procurement, human resources, group insurance, retirement, telecommunications, fleet, and federal property assistance programs used throughout Florida's state government. It is against this backdrop that DMS strives to demonstrate its motto, "We serve those who serve Florida."

Special Notes:
DMS is committed to successfully recruiting and onboarding talented and skilled individuals into its workforce. We recognize the extensive training, experience, and transferrable skills that veterans and individuals with disabilities bring to the workforce. Veterans and individuals with disabilities are encouraged to contact our recruiter for guidance and answers to questions through the following provided email addresses:
View email address on click.appcast.io
View email address on click.appcast.io
An individual with a disability is qualified if he or she satisfies the skills, experience, and other job related requirements for a position and can perform the essential functions of the position with or without reasonable accommodation. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must contact the DMS Human Resources (HR) Office at View phone number on click.appcast.io. DMS requests applicants notify HR in advance to allow sufficient time to provide the accommodation.
Successful completion of background screening will be required for this position.

Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center View phone number on click.appcast.io). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.

The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.

VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.


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