Role Summary

HIGHLIGHTS

Senior technical business analyst focused on retirement (DB/cash balance) actuarial systems in New York. You’ll lead current-state assessments of valuation engines, gain/loss attribution, data pipelines, and controls, and deliver a prioritized remediation roadmap. Requires 6–10 years’ retirement actuarial systems experience and strong SQL/Excel skills.

JOB DESCRIPTION SUMMARY

Lead current-state assessments of actuarial valuation engines and plan rules
Review gain/loss attribution and validate tie-outs to prior valuations
Evaluate data quality, reconciliations, and audit/SOC controls
Produce assessment report, gap register, and prioritized roadmap
Strong SQL and Excel required; Power BI/Tableau and Python a plus

DOMAIN EXPERTISE

Retirement/Actuarial systems (DB/cash balance)
Actuarial calculations: eligibility, accruals, vesting, ER factors, interest crediting
Gain/loss attribution logic and valuation tie-outs
Data quality, census/pay/service history reconciliation
UAT/test design, data lineage and audit/SOC controls

KEY REQUIREMENTS

6–10 years in Retirement/Actuarial systems (DB/cash balance)
Deep knowledge of actuarial calculations and gain/loss rules
Strong SQL and Excel skills for validation and reconciliation
Experience with UAT/test design, data lineage, and audit/SOC controls
Ability to present executive-ready recommendations

TECH STACK

Excel
Power_BI
Tableau

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Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Lead current-state assessments of actuarial valuation engines and plan rules
Review gain/loss attribution and validate tie-outs to prior valuations
Evaluate data quality, reconciliations, and audit/SOC controls
Produce assessment report, gap register, and prioritized roadmap
Strong SQL and Excel required; Power BI/Tableau and Python a plus

DOMAIN EXPERTISE

Retirement/Actuarial systems (DB/cash balance)
Actuarial calculations: eligibility, accruals, vesting, ER factors, interest crediting
Gain/loss attribution logic and valuation tie-outs
Data quality, census/pay/service history reconciliation
UAT/test design, data lineage and audit/SOC controls

KEY REQUIREMENTS

6–10 years in Retirement/Actuarial systems (DB/cash balance)
Deep knowledge of actuarial calculations and gain/loss rules
Strong SQL and Excel skills for validation and reconciliation
Experience with UAT/test design, data lineage, and audit/SOC controls
Ability to present executive-ready recommendations

TECH STACK

Excel
Power_BI
Tableau

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Lead current-state assessments of actuarial valuation engines and plan rules
Review gain/loss attribution and validate tie-outs to prior valuations
Evaluate data quality, reconciliations, and audit/SOC controls
Produce assessment report, gap register, and prioritized roadmap
Strong SQL and Excel required; Power BI/Tableau and Python a plus

DOMAIN EXPERTISE

Retirement/Actuarial systems (DB/cash balance)
Actuarial calculations: eligibility, accruals, vesting, ER factors, interest crediting
Gain/loss attribution logic and valuation tie-outs
Data quality, census/pay/service history reconciliation
UAT/test design, data lineage and audit/SOC controls