Actuarial Managing Consultant | Combo Plans

#LI-OD1 #LI-Hybrid

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what''s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

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

Essential 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

Essential 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