Union Benefits Analyst ***Expert Excel Experience Required***

Job Description

Job Description

Position Overview

The Union Benefits Analyst plays a critical role in ensuring the accuracy, integrity, compliance, and operational efficiency of union benefits administration processes. This position supports union benefit eligibility, enrollment, billing, contributions, reporting, audits, and compliance activities while driving continuous improvements in reporting capabilities and workflow optimization.

The Analyst is responsible for maintaining accurate benefit-related data, enhancing reporting and analytics, supporting ServiceNow and Oracle Financials processes, and evaluating current workflows within the EMT Union Benefits team to identify opportunities for automation and process improvement. Through data-driven analysis and strong governance practices, this role helps ensure compliance with collective bargaining agreements (CBAs), benefit plan requirements, company policies, and financial controls.

The ideal candidate possesses strong analytical skills, experience with financial and operational systems, and a continuous improvement mindset focused on reducing manual effort and improving service delivery.

Key Responsibilities

Data Governance & Compliance

• Maintain and enforce data accuracy across union benefits administration processes, including eligibility, enrollments, contributions, billing, and reporting.
• Perform regular audits, reconciliations, and data validation activities to identify discrepancies and ensure data integrity.
• Ensure compliance with collective bargaining agreements, union benefit plan requirements, company policies, and internal controls.
• Support internal and external audits by providing documentation, analysis, and resolution of audit inquiries.
• Monitor governance controls to ensure accurate and timely processing of union benefits transactions.

System Management, Reporting & Process Optimization

• Leverage ServiceNow to create, enhance, and manage reports, dashboards, workflows, and request tracking related to union benefits administration.
• Utilize Oracle Financials and related systems to validate benefit billing, contribution records, and financial transactions.
• Develop and maintain reporting tools that improve visibility into operational performance, service levels, and compliance metrics.
• Evaluate existing EMT Union Benefits workflows and processes to identify inefficiencies and opportunities for automation.
• Drive initiatives that reduce manual effort, improve data quality, and enhance system utilization.
• Document business processes and recommend scalable solutions to improve operational effectiveness.

Reporting & Analytics

• Develop, maintain, and distribute accurate and actionable reports related to union benefit programs, eligibility, contributions, billing, and compliance.
• Analyze trends and key performance indicators to support operational decision-making and continuous improvement efforts.
• Support monthly, quarterly, and annual reporting requirements.
• Provide insights and recommendations to leadership regarding process improvements and risk mitigation opportunities.

Cross-Functional Collaboration

• Collaborate with Human Resources, Payroll, Finance, Operations, Labor Relations, Legal, and IT teams to ensure alignment of union benefit processes and requirements.
• Partner closely with union representatives, benefit providers, and internal stakeholders to resolve issues and improve service delivery.
• Serve as a subject matter expert for union benefits governance, reporting, compliance, and process improvement.
• Support change management initiatives and training efforts related to systems, reporting, and process enhancements.

Qualifications

• Bachelor’s degree in Business Administration, Human Resources, Finance, Accounting, or a related field required.
• 3+ years of experience in benefits administration, union benefits, financial operations, governance, reporting, or business analytics.
• Experience working with collective bargaining agreements and union benefit plans preferred.
• Strong knowledge of Oracle Financials and experience with ServiceNow reporting and workflow management preferred.
• Advanced Microsoft Excel skills and experience with reporting, analytics, or business intelligence tools.
• Proven ability to analyze business processes and implement solutions that improve efficiency and reduce manual effort.
• Strong understanding of compliance, auditing, and governance principles.
• Excellent analytical, problem-solving, organizational, and communication skills.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.

Competencies

Data Integrity & Accuracy
Demonstrates a commitment to maintaining accurate, reliable, and compliant benefits and financial data.

Analytical Thinking

Applies critical thinking and data analysis skills to identify trends, solve problems, and drive informed decision-making.

Process Improvement

Continuously evaluates and improves workflows, systems, and reporting capabilities to enhance operational efficiency.

Collaboration

Builds effective partnerships across departments and with external stakeholders to achieve business objectives.

Compliance & Governance

Maintains a strong focus on regulatory compliance, contractual obligations, internal controls, and risk management.

Adaptability

Thrives in a dynamic environment and effectively manages changing priorities and business needs.

Customer Focus

Provides high-quality support and service to employees, union representatives, and internal stakeholders while ensuring a positive benefits experience.