#LI-JSS #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
- Manage projects related to the performance of annual actuarial work for DB and DB/DC combo plans, which includes:
- Census data gathering, reconciliation, quality control, and importation onto valuation software
- Examination and verification of retirement trust financial statements, compute actuarial value of assets for valuation
- Running actuarial valuations and summarizing results for review
- Filing IRS Forms and PBGC filings
- Preparing valuation funding reports
- Preparing actuarial studies and benefit statements
- Coverage and non-discrimination testing
- Lead client meetings to identify client's needs, clarify expectations, help set retirement strategic directions and goals, and deliver results and consulting advice
- Track and meet all compliance standards
- Assist with special actuarial projects
- Review client invoices for completeness and accuracy
- Understand and assist in the interpretation of plan documents
- Provide technical knowledge of pension plans and calculation procedures to Benefits Administration Team for various clients
- Apply understanding of fundamental principles of pension plans, actuarial concepts, pension legislation, and accounting requirements for pension plans
- Pursue actuarial or ASPPA examinations
- Review peer technical work flow
- Additional responsibilities as assigned
Qualifications
Minimum Qualifications
- High School Diploma or GED
- At least six years of actuarial or outsourcing pension experience
- Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Expert knowledge of pertinent laws, regulations, and professional standards
- Proficient use of applicable technology
- Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
- Experience performing work that requires initiative and leadership skills
- Working towards Enrolled Actuary (EA)
- Ability to contract with and influence leaders in the organization, good at networking, collaboration and sharing of ideas and successes
- Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements)
- Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
- Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
- Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur
- Accept full responsibility for self and contribution as a team member
- Ability to travel as necessary
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- High School Diploma or GED
- At least six years of actuarial or outsourcing pension experience
- Comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
- Expert knowledge of pertinent laws, regulations, and professional standards
- Proficiency with applicable technology
- Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
- Experience requiring initiative and leadership skills
- Working toward Enrolled Actuary designation
- Ability to influence leaders, network, collaborate, and share ideas
- Strong problem-solving and business analysis skills
- Ability to prioritize multiple assignments and meet critical deadlines with strong attention to detail
- Ability to work effectively with people from diverse backgrounds
- Ability to address conflicts and develop effective solutions
- Ability to accept responsibility individually and as a team member
- Ability to travel as necessary
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
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