Senior Actuarial Analyst

Revolution Technologies; San Jose (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Laptop provided

Job summary

A financial consulting firm in San Jose seeks an experienced professional to prepare financial analysis reports and valuation services for pension plans. This hybrid role requires a minimum of 5 years of experience and a bachelor's degree in a related field. The ideal candidate should possess actuarial certifications and be skilled in statistical and analytical tools. Responsibilities include delivering client presentations, identifying solutions, and mentoring junior staff, ensuring professional growth and accuracy in deliverables.

Qualifications

• Minimum 5 years of experience in relevant field.
• Single employer and multiemployer pension plan actuary experience preferred.

Responsibilities

• Perform valuation services for pension and post-retirement medical plans.
• Prepare and present key findings to clients.
• Anticipate client needs and formulate solutions.
• Provide coaching and mentoring to junior staff.

Skills

Advanced statistics and modeling software

Identifying and validating pension plan data

Performing benefit calculations

Identifying patterns and trends in complex data

Developing spreadsheets and databases

Communicating complex technical matters

Education

Bachelor's degree in Mathematics, Economics, or Statistics

FSA, ASA, and/or EA actuarial designation

Tools

Spreadsheets

Databases

Statistical analysis tools

Job description

Opportunity for extension or conversion based on attendance and performance

Laptop provided

Hybrid role onsite 3 days, 2 days remote per week - San Jose office

Job Summary

Under limited supervision, uses specialized knowledge and skills obtained through education and experience to prepare financials and financial analysis reports to analyze the financial costs of risk and uncertainty .Evaluation, originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to specific assignments. Uses mathematics, statistics, and financial theory to assess the risk. Regular contact with senior management and other internal customers is required to identify, research, and provide recommendations to minimize the cost of risk.

Essential Duties and Responsibilities

• Perform valuation services for pension and post-retirement medical plans
• Prepare plan design alternatives for pension and post-retirement medical plans
• Prepare and present key findings to clients
• Perform project tasks independently
• Participate in the development of deliverable content that meets the needs of the client
• Anticipate client needs and formulate solutions to client issues
• Prepare deliverables with accuracy and quality
• Provide coaching and mentoring to junior staff
• Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences

Skills

• Advanced statistics and modeling software
• Identifying and validating pension plan data
• Experience performing benefit calculations
• Identifying patterns and trends in complex sets of data to determine the factors that have an effect on certain types of events.
• Ability to use and develop spreadsheets, databases, and statistical analysis tools.
• Explain complex technical matters to those without an actuarial background.
• Communicate clearly through the reports and memos that describe their work and recommendations.
• Proficient use and development of spreadsheets, databases, and statistical analysis tools.

Education and Experience

• Minimum 5 years of experience in relevant field, single employer and multiemployer pension plan actuary experience preferred
• Bachelor's degree in Mathematics, Economics, Statistics or other business related field

Licenses/Certifications

• FSA, ASA, and/or EA actuarial designation
• Member of the American Academy of Actuaries preferred