Transition Finance
The Compliance Analyst supports retirement plan compliance projects by assisting with audits, regulatory filings, compliance testing, and plan document reviews. The role ensures plans are administered in accordance with IRS, Department of Labor, and ERISA requirements while maintaining high standards of accuracy and client service. The position involves technical document support, regulatory research, and cross-functional collaboration to resolve questions and ensure consistent administration practices.
Decades of experience in designing crediting interventions that integrates them into a broader ecosystem of opportunities as well as supports the green transition.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Transition Finance.