Statistical Analyst; Excel Report Builder Job Carmel area,Indiana USA,Finance & Banking

Position: STATISTICAL ANALYST (Excel Report Builder)

ABOUT UNITED ACTUARIAL SERVICES, INC.

Since 1951, United Actuarial Services, Inc. (UAS) has been providing consulting and actuarial services to multiemployer funds. We are one of the few actuarial firms that focuses entirely on Taft-Hartley fringe benefit plans. We are proud of the long‑term relationships we have with our clients; some have been with us for over 40 years. Our professional staff includes consultants, actuaries, research specialists & analysts, and attorneys who are experts in the employee benefits field and well acquainted with the special issues facing multiemployer benefit funds.

We pride ourselves on the continuity and stability we are able to offer our clients.

What We Are Looking For

Analyze now, advise next. We're looking for an Analyst who can dig deep into data and, over time with mentorship, become a trusted client‑facing expert‑presenting insights, fielding questions, guiding decisions, and shaping strategy.

Position Overview

We are looking for a Statistical Analyst to join our team. You will prepare a variety of actuarial health & welfare reports for clients, assist in conducting special studies, research projects, and data analysis of clients' financial health.

This is an in‑person position. Hybrid opportunities after 6‑months of employment.

Successful candidates generally have background in Mathematics, Statistical Analysis, Data Analysis, Benefit Reporting, Report Building, and Advanced Data Entry.

Here’s What is in it for YOU

A company culture that provides training and learning opportunities.
Medical / Dental / Vision benefits.
Paid Holidays.
Paid PTO.
Company provided LTD, ADD, & Life Insurance.
401k w/ company match.
Company provided HSA dollars.
Employee assistance program.
On the job training is provided.

Major Responsibilities

Collects financial, census, claims, and other related data from clients and enters it into various client‑specific spreadsheets; calculates plan reserve requirements and prepares flash, interim, and annual reports.

Helps prepare reports covering a wide range of topics such as benefit increases, plan design or restructure, financial flow data and comparisons.

Helps prepare requests for proposals for various plan vendors or services, and provide review support and analysis of such proposals.

Professionally communicate with clients regarding data requests. Assist clients and fund professionals with questions and problems within scope of training and experience.

Work with administrative staff to request necessary data and information of assigned projects. Ensure that the required data is usable, correct, and received in a timely fashion.

Maintain electronic files to assigned clients. Assure that files are complete, accurate, current, and well organized.

Utilize project‑management spreadsheets and software programs to ensure deadlines are met.

Attend weekly team meetings and remain up‑to‑date on changes and procedures.

Perform other duties as assigned by management.

Requirements

Education and Experience Requirements

Education:

Bachelor's Degree in a relatable business field preferred.

Experience:

Strong mathematical background. 1‑2 years work history within a mathematics, benefits, accounting, or data analysis field is preferred.

Computer Skills

Microsoft Office.

Specific Requirements

Excel proficiency is required.

Physical Requirements

Typically sitting at a desk or table for long periods.

Intermittently bending, standing, and stooping.

Occasional lifting and carrying of up to 25 lbs.

Supervisory Responsibilities

This position has no direct supervisory responsibilities.

Skill Requirements

Accuracy - Ability to perform work accurately and thoroughly.
Adaptability - Ability to adapt to changes in the work environment. Ability to manage competing demands and deal with frequent change, delays, or unexpected events.
Analytical Skills - Ability to use thinking and reasoning to solve a problem.
Communication, Oral & Written - Ability to communicate effectively with others in writing and using the spoken word.
Dependability - Ability to consistently be at work and on time, follow a variety of instructions. Ability to respond to management direction, takes responsibility for own actions…