Business Data Analyst-Pension (Hybrid) at M Financial Group (Portland, OR)

| Portland, OR
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MFinancial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Financial Business Analyst to join our team.

As a key member of the Finance, Reinsurance and Actuarial Services teams, this position will be responsible streamlining and automating benefit accounting reporting processes and creating benefit accounting reports. The ideal candidate will have experience in a pension analyst, business analyst, or data management role.


Pension Analyst - Help in the production of non-qualified benefit accounting and liability valuations, executive benefit statements and maintain our actuarial systems

  • Manage projects; demonstrate accountability for ensuring elements of projects from multiple departments come together to meet project milestones and client deliverable deadlines
  • Work with a senior actuary in the production of the client's annual benefit accounting report
  • Work with a senior actuary in the production of benefit liability projections used in the development of a funding valuation

Business Analyst - Work with Actuarial Services team to design and implement streamlined processes for benefit reporting

  • Maintain and improve our various actuarial systems to enhance their efficiencies and credibility of our modeling software.
  • Develop tools for administration and reporting using Excel, Python, and SQL

Other projects as assigned


  • Bachelor's degree in Finance, Accounting or Business; or equivalent experience
  • Minimum of three years of related experience, previous pension analyst, business analyst, or financial experience preferred, but not required
  • Strong computer proficiency including installing software, using command line programs, and scheduling tasks
  • Experience automating repetitive tasks and analyzing data, preferably using Python and SQL
  • Experience with version control systems, preferably Git
  • Demonstrated ability to prepare technical documents and reports
  • Ability to establish and maintain effective working relationships with Member Firms, Carriers and fellow M Team Members
  • Excellent interpersonal skills with an aptitude for customer service
  • Ability to work independently, demonstrate initiative, drive, orientation to goal accomplishment
  • Exceptional organizational skills, with the ability to follow through on tasks
  • Excellent written and verbal communication skills; and problem-solving skills
  • Demonstrated ability to prepare technical documents and reports


  • Hybrid work environment offering a blend of virtual/work from home and onsite days designed to support flexibility
  • Normal office environment/desk assignment
  • Extensive close work with spreadsheets, databases and data management reports
  • Light/occasional travel

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.
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