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Role Summary

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HIGHLIGHTS

Senior Consultant / Enrolled Actuary role within a benefit plan administration team at CFSI, based in Syracuse, NY. You will review actuarial valuations for small defined benefit and cash balance pension plans, monitor compliance, draft correspondence, and assist with client meetings. The role supports both junior and senior actuaries in a consulting environment focusing on retirement plans.

JOB DESCRIPTION SUMMARY

  • Review actuarial valuations for DB and cash balance plans
  • Ensure pension plan compliance with regulations and accounting standards
  • Draft client correspondence and support client meetings
  • Assist in developing project work plans, timelines, and budgets
  • Ideal for ASA/FSA/EA with progress towards actuarial credentials

DOMAIN EXPERTISE

  • Defined benefit and cash balance plan valuations
  • Pension compliance and accounting standards
  • Spreadsheet and valuation system modeling

KEY REQUIREMENTS

  • BA/BS in Mathematics, Statistics, Actuarial Science, or Economics
  • ASA/FSA/EA designation or significant progress towards credentials
  • Experience with defined benefit and cash balance plan valuations
  • Proficient in spreadsheet tools and valuation software
  • Ability to draft correspondence and handle client inquiries

TECH STACK

  • Excel
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Role Summary

Loading...

HIGHLIGHTS

Senior Consultant / Enrolled Actuary role within a benefit plan administration team at CFSI, based in Syracuse, NY. You will review actuarial valuations for small defined benefit and cash balance pension plans, monitor compliance, draft correspondence, and assist with client meetings. The role supports both junior and senior actuaries in a consulting environment focusing on retirement plans.

JOB DESCRIPTION SUMMARY

  • Review actuarial valuations for DB and cash balance plans
  • Ensure pension plan compliance with regulations and accounting standards
  • Draft client correspondence and support client meetings
  • Assist in developing project work plans, timelines, and budgets
  • Ideal for ASA/FSA/EA with progress towards actuarial credentials

DOMAIN EXPERTISE

  • Defined benefit and cash balance plan valuations
  • Pension compliance and accounting standards
  • Spreadsheet and valuation system modeling

KEY REQUIREMENTS

  • BA/BS in Mathematics, Statistics, Actuarial Science, or Economics
  • ASA/FSA/EA designation or significant progress towards credentials
  • Experience with defined benefit and cash balance plan valuations
  • Proficient in spreadsheet tools and valuation software
  • Ability to draft correspondence and handle client inquiries

TECH STACK

  • Excel

Job Overview

Salary
Salary not specified
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an ASA/FSA/EA with strong progress towards actuarial credentials and experience in defined benefit pension valuations, comfortable with regulatory compliance and client communication.

ASAFSA

Benefits

Fresh Role
Premium Window
2d
2 days ago

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Job Overview

Salary
Salary not specified
Work Type
Permanent
Full Time

Ideal Candidate Profile

Ideal for an ASA/FSA/EA with strong progress towards actuarial credentials and experience in defined benefit pension valuations, comfortable with regulatory compliance and client communication.

ASAFSA

Benefits

Fresh Role
Premium Window
2d
2 days ago

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Senior Consultant Enrolled Actuary

Community Financial System, Inc.

Retirement/Other/IC Level
Community Financial System, Inc.

Senior Consultant Enrolled Actuary

Community Financial System, Inc.
Syracuse, New York, United States•2d ago
OnsitePension DB

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