Senior Consultant, Enrolled Actuary

Community Financial System, Inc.

68d • $106,000 - $196,775

About The Position

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

Requirements

• Bachelor's degree or higher in a related field, EA required.
• 7 to 10 years of experience with a working knowledge of Defined Benefit and Postretirement Healthcare.

Nice To Haves

• Functional knowledge of applicable laws and regulations for single employer defined benefit plans under ERISA and PPA.
• Functional knowledge of application of accounting standards for defined benefit plans and post-retirement healthcare plan financial reporting for corporate plan sponsors (ASC) and governmental entities (GASB).
• Work experience with defined benefit and OPEB valuation systems as well as ability to set up new plans and/or program plan changes.
• Well-developed project management skills.
• Highly developed presentation skills, as well as written and oral communication skills.
• Display a high degree of competency with Microsoft Word and Excel, as well as personal computer skills.

Responsibilities

• Direct project management of recurring valuation and non-recurring special projects related to small pension plans and cash balance plans.
• Manage client projects within teams to ensure delivery of quality product in a timely manner.
• Train new staff in procedures and systems utilized.
• Assist team leader in the ongoing management of client engagement, including preparation of service agreements, timelines, and billing.
• Assist team leader in daily staff management as well as annual performance reviews.
• Participate in office-wide process improvement and best practice initiatives.
• Keep up-to-date with current legislative topics and accounting standards and application to existing client defined benefit plans.

Benefits

• 11 paid holidays
• Paid vacation
• Medical, Vision & Dental insurance
• 401K with generous match
• Pension
• Tuition Reimbursement
• Banking discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree