Case Design Specialist

Center for Wealth Preservation • Syosset, NY

12d

About The Position

PARC Street Group helps credit unions build and retain exceptional leadership through Supplemental Executive Retirement Plan (SERP) design and implementation, compensation consulting, executive recruiting, and leadership development. The firm emphasizes transparency, technical expertise, client success, and collaborative service.

This highly analytical, behind-the-scenes role supports new and existing plans throughout their lifecycle, including plan design, quarterly reporting, annual review preparation, and ongoing data management. The specialist will develop technical expertise in life insurance products and executive benefit plan structures, with increasing responsibility for illustrations, financial modeling, and complex plan analyses. The role requires strong Excel skills, exceptional attention to detail, and a willingness to learn.

Requirements

• 3–5 years of experience in financial analysis, accounting, life insurance support, financial services, or a related analytical role.
• Strong proficiency in Microsoft Excel, including formulas, lookups, PivotTables, and working with financial data.
• Strong attention to detail and the ability to manage multiple priorities and deadlines.
• Strong problem-solving skills and willingness to investigate discrepancies and understand calculations.
• Willingness to learn complex financial concepts and develop technical expertise.
• High integrity and discretion when handling sensitive client information.
• Team-oriented approach and a “no task too small” mindset.

Nice To Haves

• Strong academic or professional background in mathematics or a related analytical field.

Responsibilities

• Assist with building and maintaining SERP designs and related executive benefit programs.
• Support preparation of life insurance and annuity illustrations, product comparisons, and long-term performance projections.
• Assist with SERP analyses, benefit projections, funding strategies, and plan performance evaluations.
• Prepare Benefit Analyses, illustrations, and supporting documentation for review by the Case Design Specialist and Executive Benefits Consultants.
• Develop technical modeling skills and gain exposure to complex plan structures, including collateral assignment and split-dollar arrangements.
• Support additional financial analyses and projects as needed.
• Respond to internal requests for plan data, illustrations, and technical information, escalating complex questions to the Case Design Specialist or senior team members.
• Help prepare quarterly reporting packages with updated policy values, performance summaries, premium information, and policy details.
• Create and update annual review presentations and supporting materials for consultant meetings.
• Compile plan documentation and historical data for audit requests and regulatory inquiries.
• Develop understanding of plan structures and reporting requirements to support increasingly independent execution.
• Maintain and update annual census data, including preparing redacted information for the Compensation Consulting team as needed.
• Maintain spreadsheets tracking total plans, plan changes, and annual updates.
• Assist with accounting analyses, concentration analyses, policy summaries, and carrier data assessments.
• Review and validate data, identify discrepancies, and ensure accuracy across financial analyses and reporting.

Benefits

• Discretionary annual bonus.
• Generous retirement benefits, including safe harbor contributions to a 401(k), contributions to a profit sharing plan, and contributions to a cash balance plan.
• Medical, dental, and vision coverage.
• Life insurance.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed