Technical Business Analyst with Actuarial
Pension DBPension DCReserving & ValuationData EngineeringBusiness Intelligence & Reporting
Role Summary
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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
