Managing Actuarial Consultant RP

Locations 5399 Lauby Road, Suite 200, North Canton, OH, 44720, US (Hybrid)

• Manage projects related to the performance of annual actuarial work for DB and DB/DC combo plans, which includes:
• Census data gathering, reconciliation, quality control, and importation onto valuation software
• Examination and verification of retirement trust financial statements, compute actuarial value of assets
• for valuation
• Running actuarial valuations and summarizing results for review
• Filing IRS Forms and PBGC filings
• Preparing actuarial studies and benefit statements
• Coverage and non-discrimination testing
• Lead client meetings to identify client s needs, clarify expectations, help set retirement strategic directions and
• goals, and deliver results and consulting advice
• Track and meet all compliance standards
• Assist with special actuarial projects
• Review client invoices for completeness and accuracy
• Understand and assist in the interpretation of plan documents
• Provide technical knowledge of pension plans and calculation procedures to Benefits Administration Team for
• Apply understanding of fundamental principles of pension plans, actuarial concepts, pension legislation, and
• accounting requirements for pension plans
• Pursue actuarial or ASPPA examinations
• Review peer technical work flow
• Additional responsibilities as assigned

• High School Diploma or GED
• Eight or more years of actuarial or outsourcing pension experience
• Possesses highly advanced and broad understanding of actuarial principles, practices, and procedures
• Expert knowledge of pertinent laws, regulations, and actuarial standards
• Expert use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel
• solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Experience in coaching and teaching others
• Enrolled Actuary (EA)
• Effectively represents position on issues to gain support and buy-in from others; works to achieve win-win
• outcomes that others can accept
• Demonstrate a commitment to professional development by proactively seeking opportunities to develop new
• capabilities, skills and knowledge
• Develop innovative approaches to address problems and drive continuous improvement in programs and
• processes
• Accept full responsibility for self and contribution as a team member
• Display a strong commitment to organizational success and inspires others to commit to goals
• Ability to provide technical leadership to staff
• Ability to lead cross-functional teams
• Ability to travel as necessary

#LI-JSS #LI-Hybrid

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members  employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Notice to Candidates Requiring Sponsorship

At this time, CBIZ is not engaging with applicants who require sponsorship.

Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter.

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