Actuarial Analyst | Defined Benefits

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 21 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.

Essential Functions and Primary Duties:

• Initiation of benefit calculations, including requests for election kits
• Data reconciliation
• Determination of minimum, maximum, and recommended annual plan contributions
• Preparation of actuarial communications related to IRS funding rules and regulations
• Preparation of accounting reports for plan and company financial statements
• Preparation of government filings, including Form 5500 (and schedules), PBGC premium determination, and Form 8955-SSA
• Preparation of required DOL notices such as the Annual Funding Notice
• Other projects such as Form 4010 filings, plan design changes, audit support, or multi-year forecasting (at the senior level)
• Additional responsibilities as assigned

Preferred Qualifications:

• Bachelor's in actuarial or math sciences

Minimum Qualifications:

• High School Diploma or GED
• At least three years of professional, pension experience
• Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses comprehensive 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
• Ability to anticipate and elicit customer needs
• Ability to self-learn and develop business and technical knowledge quickly
• Motivated team player with demonstrated interpersonal skills
• Comfortable working with quick turnaround times and deadlines
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
• Capacity to adapt and work effectively within a variety of situations, and with various individuals or groups
• Display innovative ideas and solutions and capacity to identify and eliminate redundant work efforts and inefficient processes

• Ability to travel as necessary

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