Strategic Actuarial & Analytics Consultant

Job Overview

The Senior Actuarial & Analytics Consultant plays a strategic role within EPIC's high‑growth Private Equity Benefits Practice. This position will serve as a strategic advisor to clients and client teams, providing actuarial and financial analysis to support employee benefits‑related decision‑making across a diverse and expanding portfolio of private equity‑backed companies. This role combines actuarial expertise with strong analytic acumen to deliver innovative solutions and actionable insights.

• Responsible for developing accurate and timely financial analyses for clients.
• Prepare various financial and quantitative analysis in support of client teams.
• Prepare IBNR analyses; calculate and validate claim reserves and ensure accuracy and compliance.
• Produce underwriting analyses for client renewals and projections (self‑funded and insured programs as applicable).
• Monitor and report on stop‑loss coverage, claims experience, reimbursements, and contract terms; escalating variances and opportunities.
• Develop pharmacy rebate reconciliations and track actuals vs. expected performance.
• Validate and reconcile invoicing related to actuarial services, stop‑loss premiums, and other program costs; ensure timely and accurate billing.
• Ensure compliance with applicable regulatory requirements and actuarial standards for financial and management reporting.

• Develop and present financial reviews to client leadership, including plan performance, cost trends, funding status, variance analysis, and projections.
• Deliver periodic reporting (monthly/quarterly) and dashboards; synthesize results and recommendations for clients and client teams.
• Coordinate with carriers, PBMs, TPAs, and other vendors to obtain, validate, and reconcile data required for analysis and reporting; support client team strategy with evaluation of plan design alternatives, contribution/rate strategies, risk profiles, benchmarking, data analytics, and vendor change analyses; quantify the financial impact of options.
• Collaborate with cross‑functional teams to integrate actuarial insights into broader client and business strategies.
• Requires effective communication skills for clearly explaining detailed analysis and the ability to understand client perspectives to be reflected in the development of deliverables.

• Employ effective project management skills for balancing requests from multiple client teams, and for efficient delivery of results.
• Mentor and guide analysts; provide peer review and foster a culture of quality, process improvement, and knowledge sharing.

• Bachelor's degree in Actuarial Science, Mathematics, Statistics, Finance, or a related field.
• Associateship in the Society of Actuaries (ASA) or comparable designation.
• 7+ years of experience in actuarial consulting or financial analysis, preferably in the insurance/employee benefits/HR area.
• Expertise with actuarial modeling tools and financial analysis software (e.g., Claros) and advanced proficiency with Excel; experience with VBA and SQL is a plus.
• Strong understanding of benefit plan design, risk management, funding methodologies, and applicable regulatory frameworks.
• Exceptional analytical, problem‑solving, and communication skills with the ability to clearly convey technical concepts to non‑technical audiences.

• Strategic thinking and advanced quantitative analysis.
• Client relationship management and presentation skills, including executive‑level communication.
• Regulatory awareness and commitment to compliance and actuarial standards of practice.
• Leadership and mentorship; ability to train, coach, and conduct peer review.
• Expertise with MS Excel handling large data sets, and data validation best practices.
• Ability to work independently and collaboratively in a fast‑paced, deadline‑driven environment; strong judgment in prioritization and project management.
• High level of accountability, attention to detail, organization, and proactive problem solving; open to giving and receiving constructive feedback.
• High‑touch client orientation;…