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Senior Actuarial Analyst

Job

Raymond James Financial, Inc.

Olympia, WA (In Person)

Full-Time

Posted 2 weeks ago (Updated 19 hours ago) • Actively hiring

Expires 6/15/2026

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Job Description

  • _Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future._
  • 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 and review participant benefit calculations + Prepare and review required government forms including Form 5500, Schedule MB/SB, Form 8955-SSA + Prepare and review plan compliance documents including Annual Funding Notice, PPA Zone certifications, and AFTAP certifications + Prepare plan design alternatives for pension and post-retirement medical plans + Prepare and review accounting calculations (ASC 960, ASC 715, IAS19, GASB, SOP) + 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 •Knowledge, Skills, and Abilities•
Knowledge of:
  • + Advanced statistics and modeling software. Knowledge of Proval preferred. + Excel, Word, and PowerPoint + Pension plan data reconciliation + Preparation of benefit calculations
  • Skill in:
  • + 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 + Ability to interpret Plan Documents
  • Ability to:
  • + Explain complex technical matters to those without an actuarial background + Communicate clearly through reports and memos that describe their work and recommendations + Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences + Manage workload and apply skills across multiple projects
  • Educational/Previous Experience Requirements
  • + 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
  • + Progress toward ASA, FSA, and EA designation

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