Senior Financial Engineer, Kiwi Lines of Business – Consulting Services (Remote, EST preference)
The Senior Financial Engineer partners with clients to deliver exceptional strategic advisory services and identify, develop, and lead process re-engineering and systems implementations.
Essential Responsibilities
Technical
Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.
Assist in reviewing accounting procedures and processes (system walkthroughs) to provide a tool for analysis.
Analyze quantitative and qualitative data from reports and identify trends and/or areas of opportunity.
Suggest changes to processes based on analysis, technology, and best practices.
Conduct system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Prepare project Management Package: project charter, communication and risk analysis plan, workplans, roadmaps.
Present project status updates and recommendations to leadership team(s).
Gather and analyze data from detailed reports and interpret results to help the team make strategic decisions.
Train and support client employees and Kiwi staff on use, functionality, system interface.
Review system walkthroughs and accounting procedures to ensure processes integrity (including month-end closing).
Review chart of accounts, Financial Dimensions structure, make recommendations and set-up in the system
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals
Configure and manage a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Set-up month end closing processes.
Assist in the research of new applications and technology.
Develop project deliverables.
Client Management
Manage client expectations as defined in the engagement contract and work plan.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance and troubleshooting.
Provide deliverables to the client Senior Management on a timely basis and in compliance with Kiwi’s Quality Management System.
Oversee team of Analysts to manage client workload, encourage them to take ownership of clients and their consultant role.
Act as a liaison between all Kiwi and client parties and communicate proactively to establish strong trust and prevent potential conflicts/problems.
Internal Supervisor Responsibilities
Communicate pro-actively with Kiwi Team and client pertaining to any potential conflicts/problems.
Implement Kiwi standard working papers to be used at new clients on an on-going basis
Adhere to all of Kiwi Partners’ company policies and procedures in the Kiwi Employee Manual, and to all Quality Management Systems to build and maintain Kiwi culture and to provide consistent high-quality service.
Follow Kiwi Partners’ security policies to ensure the safety, integrity, and confidentiality of client files and information.
Contribute relevant information to Kiwi Partners’ “knowledge” database so that all staff will have access to helpful information that will enhance job knowledge and job performance.
Utilize all forms of communication – email, voicemail, CSM’s etc. - on a regular basis per the Kiwi Communications Policy.
Attend various job trainings/workshops offered by Kiwi Partners in order to further develop technical, management, and organizational skills.
Adhere to internal administrative policies including, but not limited to, timesheets, and weekly scheduling.
To be successful in this role you’ll need
Bachelor’s Degree or 9 years of experience without a bachelor’s degree
5 – 7+ years of relevant professional experience to include:
At least 6 years of progressive consulting experience.
At least 3 years of progressive accounting experience.
Expert knowledge of various systems including:
Quickbooks
Sage Intacct
Office 365
PowerBi
Power Pivot
SharePoint
Teams
Planner
Experience in learning new applications.
Experiencing in documenting procedures and conducting interviews.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
Experience with implementing systems and/or training others on systems.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
Experience with nonprofit accounting.
Our Core Competencies
The ability to provide excellent service, including being able to effectively manage resources, create and implement enhancements across the firm to efficiently achieve service standards, and to coach junior teammates on how to address complex service challenges.
The ability to oversee and advise on multiple complex projects, including encouraging workflow and work plan innovations, and ensuring deliverables are high-quality and meet clients’ needs.
The ability to coach colleagues in how to understand stakeholders’ perspectives and to handle high-level stakeholder challenges.
The ability to effectively communicate difficult messages, to represent the firm to external audiences, and to mentor colleagues in how to adapt style, tone, and content to various audiences.
The ability to help teams overcome collaboration challenges and promote compromise, inclusion, and openness; promote and lead activities that support an open, safe, and inclusive organization; understand the context in which we work and build critical cross-team connections; and share useful knowledge firm wide.
The ability to regularly integrate learnings to improve team operations, to lead learning opportunities that enhance team performance, and to be a mentor to others
The ability to empower teammates to solve problems and provide guidance only when necessary; to solve complex challenges without clear owners or solutions by identifying innovative approaches; and to facilitating coordination with others and to coach colleagues in thinking through solutions
The ability to create space for and/or facilitate conversations about DEI, bring diverse networks and relationships to the firm, and model leading through one’s own learning edges
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
About Consulting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
Durham: $92,000-$115,000
Chicago: $96,000-$120,00
Washington, DC: $102,000-$128,000
New York & San Francisco: $111,000-138,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Apr 04, 2023
Full time
Senior Financial Engineer, Kiwi Lines of Business – Consulting Services (Remote, EST preference)
The Senior Financial Engineer partners with clients to deliver exceptional strategic advisory services and identify, develop, and lead process re-engineering and systems implementations.
Essential Responsibilities
Technical
Conduct interviews with the client staff to fully understand financial tasks and processes of the organization.
Assist in reviewing accounting procedures and processes (system walkthroughs) to provide a tool for analysis.
Analyze quantitative and qualitative data from reports and identify trends and/or areas of opportunity.
Suggest changes to processes based on analysis, technology, and best practices.
Conduct system implementations, including but not limited to: Sage Intacct, QuickBooks Online, Bill.com, Expensify, etc.
Prepare project Management Package: project charter, communication and risk analysis plan, workplans, roadmaps.
Present project status updates and recommendations to leadership team(s).
Gather and analyze data from detailed reports and interpret results to help the team make strategic decisions.
Train and support client employees and Kiwi staff on use, functionality, system interface.
Review system walkthroughs and accounting procedures to ensure processes integrity (including month-end closing).
Review chart of accounts, Financial Dimensions structure, make recommendations and set-up in the system
Support in process walkthroughs, documenting accounting procedures and processes to provide a tool for analysis and inclusion in manuals
Configure and manage a metrics dashboard to monitor strategic measures, metrics & Key Performance Indicators (KPIs).
Set-up month end closing processes.
Assist in the research of new applications and technology.
Develop project deliverables.
Client Management
Manage client expectations as defined in the engagement contract and work plan.
Advise clients on best practices in configuring their financial management software systems and assist with installation, maintenance and troubleshooting.
Provide deliverables to the client Senior Management on a timely basis and in compliance with Kiwi’s Quality Management System.
Oversee team of Analysts to manage client workload, encourage them to take ownership of clients and their consultant role.
Act as a liaison between all Kiwi and client parties and communicate proactively to establish strong trust and prevent potential conflicts/problems.
Internal Supervisor Responsibilities
Communicate pro-actively with Kiwi Team and client pertaining to any potential conflicts/problems.
Implement Kiwi standard working papers to be used at new clients on an on-going basis
Adhere to all of Kiwi Partners’ company policies and procedures in the Kiwi Employee Manual, and to all Quality Management Systems to build and maintain Kiwi culture and to provide consistent high-quality service.
Follow Kiwi Partners’ security policies to ensure the safety, integrity, and confidentiality of client files and information.
Contribute relevant information to Kiwi Partners’ “knowledge” database so that all staff will have access to helpful information that will enhance job knowledge and job performance.
Utilize all forms of communication – email, voicemail, CSM’s etc. - on a regular basis per the Kiwi Communications Policy.
Attend various job trainings/workshops offered by Kiwi Partners in order to further develop technical, management, and organizational skills.
Adhere to internal administrative policies including, but not limited to, timesheets, and weekly scheduling.
To be successful in this role you’ll need
Bachelor’s Degree or 9 years of experience without a bachelor’s degree
5 – 7+ years of relevant professional experience to include:
At least 6 years of progressive consulting experience.
At least 3 years of progressive accounting experience.
Expert knowledge of various systems including:
Quickbooks
Sage Intacct
Office 365
PowerBi
Power Pivot
SharePoint
Teams
Planner
Experience in learning new applications.
Experiencing in documenting procedures and conducting interviews.
Knowledgeable of principles and practices of accounting systems, internal controls, and implementing control improvements.
Experience with implementing systems and/or training others on systems.
Experience with one or more of the following:
Working in multiple work environments.
Balancing the needs of several clients.
Working independently as well as collaboratively.
Other Highly Preferred Knowledge, Skills and Experience and Key Characteristics
Prior experience in a small non-for-profits, startup, or unstructured environment.
QBO, Sage Intacct, Bill.com or Expensify Accounting or Implementation certification.
Experience with nonprofit accounting.
Our Core Competencies
The ability to provide excellent service, including being able to effectively manage resources, create and implement enhancements across the firm to efficiently achieve service standards, and to coach junior teammates on how to address complex service challenges.
The ability to oversee and advise on multiple complex projects, including encouraging workflow and work plan innovations, and ensuring deliverables are high-quality and meet clients’ needs.
The ability to coach colleagues in how to understand stakeholders’ perspectives and to handle high-level stakeholder challenges.
The ability to effectively communicate difficult messages, to represent the firm to external audiences, and to mentor colleagues in how to adapt style, tone, and content to various audiences.
The ability to help teams overcome collaboration challenges and promote compromise, inclusion, and openness; promote and lead activities that support an open, safe, and inclusive organization; understand the context in which we work and build critical cross-team connections; and share useful knowledge firm wide.
The ability to regularly integrate learnings to improve team operations, to lead learning opportunities that enhance team performance, and to be a mentor to others
The ability to empower teammates to solve problems and provide guidance only when necessary; to solve complex challenges without clear owners or solutions by identifying innovative approaches; and to facilitating coordination with others and to coach colleagues in thinking through solutions
The ability to create space for and/or facilitate conversations about DEI, bring diverse networks and relationships to the firm, and model leading through one’s own learning edges
Working with Us
This position is open to candidates who wish to be based out of our office locations in New York, Washington DC, Chicago, Durham, and San Francisco. We are also open to permanently remote workers based in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Please note that all our five offices have reopened, and we work in a hybrid environment. We reopened our offices in Summer of 2022 and work with a hybrid workplace strategy to ensure continued flexibility for our staff, while deepening our strong culture rooted in collaboration and in-person interactions between colleagues. We expect that after your initial onboarding, you will have the choice of two hybrid schedules. Our hybrid schedule options include Flex, with 1-2 days per week in the office, or Office-based, with 3+ days per week in the office (or more if preferred) and the remaining days working at home/remotely. We will make reasonable accommodations under the guidelines of the Americans With Disabilities Act. We are committed to having a passion-driven, inclusive, transparent, collaborative, healthy, and fun culture. We invite you to visit our careers page to learn more.
About Kiwi Partners / Arabella Advisors
Our firm helps foundations, philanthropists and investors who are serious about impact, achieve the greatest good with their resources. We work on issues ranging from the social and economic advancement of women and girls, and conservation of our climate and planet, to reducing poverty and inequity in the United States and around the world. Our staff members are mission-driven and action-oriented, and have a unique combination of experience in philanthropy, business, nonprofits, government, finance, law, and other fields. We combine creative, strategic thinking with knowledge and networks developed through decades of hands-on experience. The fastest-growing philanthropic advisory firm in the nation, we are also a certified B Corporation.
About Consulting Services
Our Commitment to Diversity, Equity, and Inclusion (DEI)
Advancing DEI within our firm and in our work with partners is critical to our mission. To be effective partners to philanthropists, nonprofits, and communities impacted by philanthropic dollars, we need to have a highly diverse staff, a workplace where individuals are encouraged to retain their uniqueness and can feel a sense of belonging, and a nuanced understanding of the racial, ethnic, gender identity, sexual orientation, disability status, and other disparities that undergird the issues we engage in and the interactions we have with one another. For us, equity means that our staff members, our clients, and the people they serve can experience the same level of success, no matter their starting place. We expect all our employees to share this commitment, and always seek ways to improve how well we live these values. Click here to learn more about DEI at Kiwi / Arabella and read our official DEI statement.
Total Rewards (compensation and benefits)
This is a full-time position. We offer a competitive and holistic total rewards package that includes salary, bonus, and benefits. Our compensation ranges are based on salary ranges for similar sized organizations in the professional services sector.
Durham: $92,000-$115,000
Chicago: $96,000-$120,00
Washington, DC: $102,000-$128,000
New York & San Francisco: $111,000-138,000
All full-time staff are eligible for our generous benefits package on their first day of employment:
Health insurance - On average we pay 86% of the medical premium, 80% of the dental premium, and 100% of the vision premium
Paid time off - 16 days’ vacation, 10 personal days, 11 company holidays (7 federal and 4 more from a list of inclusive cultural and religious holidays and your birthday), 20 hours’ volunteer leave, 8 weeks’ parental leave
401(k) retirement plan- We offer a 4% employer match on a dollar-per-dollar basis, and there is no waiting or vesting period; all funds contributed by you and Arabella are yours to keep on day 1
Reimbursements for your personal cell phone plan and fitness
Pre-tax withholding for transportation and parking
Bonus incentive opportunities
Access to professional development opportunities
How to Apply
Submit a resume and a one-page cover letter online. The cover letter should address why you’re excited to work for us and why you’re qualified for this specific job. We are an Equal Opportunity Employer committed to racial equity. If we can make the application process easier through accommodation in the recruitment process, please let us know. We make a particular effort to recruit people of color and members of marginalized groups to apply for open positions. Once you have applied, we welcome your feedback on how you have experienced our values around DEI in the recruitment process. While we are open to individuals from various locations applying to join our team, please note that we generally are unable to pay for relocation expenses, and, except in rare circumstances considered on a case-by-case basis, all applicants must already be legally eligible to work in the United States at the time of application to be considered for this position. We will review applications as they are received and look forward to hearing from you.
Federal Reserve Board
Washington, District of Columbia
DESCRIPTION/RESPONSIBILITIES: Senior Financial Institution and Policy Analysts work under regular guidance to design and conduct in-depth analyses on quantitative and qualitative data. Serve as the primary contributor and may lead projects and teams and often represent the Section or Division on projects and task forces. Prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders.
The Policy Development team in the Division of Supervision & Regulation is responsible for developing and implementing policies relating to financial institution supervision and regulation, consistent with statutory requirements and Board priorities and in collaboration with key internal and external stakeholders. Examples of the team’s work include rulemakings, guidance, rule interpretations, and briefing materials for governors and other senior officials involving matters such as capital, liquidity, resolution, and other areas of the bank regulatory framework.
In this role, the incumbent should expect to: • Conduct qualitative and quantitative analysis in support of policy development • Interpret regulations and guidance relating to banking organizations of various sizes • Draft or contribute to written policy materials and communications materials on regulatory and supervisory policy matters • Engage, coordinate, and collaborate with stakeholders within the Federal Reserve, with other U.S. financial regulatory agencies, and with international counterparts REQUIRED SKILLS: FR-26: • Bachelor’s degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 4 years of related experience
OR • Master’s degree in a related field and a minimum of 3 years of related experience
FR- 26: • Bachelor's Degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 5 years of related experience
OR • Master's degree in a related field and a minimum of 4 years of related experience
Senior Financial Institution and Policy Analysts must be able to immediately contribute to the success of work requiring the following competencies and be able to serve as an advisor to provide insight in their application: • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa • Knowledge of Relevant Policy: The ability to interpret, apply and recommend changes as needed to policies specific to areas of responsibility • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations
The ideal candidate will have a proven record of: • Ability to conduct analysis and writing in support of policy development and to understand and interpret regulations and guidance for banking organizations of various sizes • Strong critical thinking, problem-solving, and analytical skills. • Strong written and oral communication skills. • Ability to learn, digest, and engage in new topics. Candidate feels comfortable working in unfamiliar territory and delving into new topics, issues, and challenges. • Intellectual curiosity and interest in financial institution regulatory and policy issues. • Flexibility to manage competing priorities efficiently and to complete tasks under tight deadlines. • Ability to distill complex information and identify appropriate options or solutions for decision makers. • Ability to incorporate feedback effectively and efficiently. • Strong attention to detail, thoroughness, organization, timeliness, sound judgment, resourcefulness, and creativity.
Additional qualifications for grade FR-27 only: • Ability to manage and successfully complete multiple and/or complex projects simultaneously, keeping management and senior leadership apprised of developments and areas of disagreement. • Ability to provide day-to-day guidance to junior staff and facilitate their learning and development. • Exhibit leadership, make appropriate decisions, and can work across stakeholders to accomplish key project objectives or outcomes.
Experience or knowledge in finance, capital markets, or banking is desirable. Advanced degree in business, law, public policy, or related fields is desirable.
Notes: • Travel required: 5-10%. • The interview process may include a writing exercise. • This position will require an on-site presence in Washington, DC.
Sep 16, 2022
Full time
DESCRIPTION/RESPONSIBILITIES: Senior Financial Institution and Policy Analysts work under regular guidance to design and conduct in-depth analyses on quantitative and qualitative data. Serve as the primary contributor and may lead projects and teams and often represent the Section or Division on projects and task forces. Prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders.
The Policy Development team in the Division of Supervision & Regulation is responsible for developing and implementing policies relating to financial institution supervision and regulation, consistent with statutory requirements and Board priorities and in collaboration with key internal and external stakeholders. Examples of the team’s work include rulemakings, guidance, rule interpretations, and briefing materials for governors and other senior officials involving matters such as capital, liquidity, resolution, and other areas of the bank regulatory framework.
In this role, the incumbent should expect to: • Conduct qualitative and quantitative analysis in support of policy development • Interpret regulations and guidance relating to banking organizations of various sizes • Draft or contribute to written policy materials and communications materials on regulatory and supervisory policy matters • Engage, coordinate, and collaborate with stakeholders within the Federal Reserve, with other U.S. financial regulatory agencies, and with international counterparts REQUIRED SKILLS: FR-26: • Bachelor’s degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 4 years of related experience
OR • Master’s degree in a related field and a minimum of 3 years of related experience
FR- 26: • Bachelor's Degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 5 years of related experience
OR • Master's degree in a related field and a minimum of 4 years of related experience
Senior Financial Institution and Policy Analysts must be able to immediately contribute to the success of work requiring the following competencies and be able to serve as an advisor to provide insight in their application: • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa • Knowledge of Relevant Policy: The ability to interpret, apply and recommend changes as needed to policies specific to areas of responsibility • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations
The ideal candidate will have a proven record of: • Ability to conduct analysis and writing in support of policy development and to understand and interpret regulations and guidance for banking organizations of various sizes • Strong critical thinking, problem-solving, and analytical skills. • Strong written and oral communication skills. • Ability to learn, digest, and engage in new topics. Candidate feels comfortable working in unfamiliar territory and delving into new topics, issues, and challenges. • Intellectual curiosity and interest in financial institution regulatory and policy issues. • Flexibility to manage competing priorities efficiently and to complete tasks under tight deadlines. • Ability to distill complex information and identify appropriate options or solutions for decision makers. • Ability to incorporate feedback effectively and efficiently. • Strong attention to detail, thoroughness, organization, timeliness, sound judgment, resourcefulness, and creativity.
Additional qualifications for grade FR-27 only: • Ability to manage and successfully complete multiple and/or complex projects simultaneously, keeping management and senior leadership apprised of developments and areas of disagreement. • Ability to provide day-to-day guidance to junior staff and facilitate their learning and development. • Exhibit leadership, make appropriate decisions, and can work across stakeholders to accomplish key project objectives or outcomes.
Experience or knowledge in finance, capital markets, or banking is desirable. Advanced degree in business, law, public policy, or related fields is desirable.
Notes: • Travel required: 5-10%. • The interview process may include a writing exercise. • This position will require an on-site presence in Washington, DC.
Federal Reserve Board
Washington, District of Columbia
DESCRIPTION/RESPONSIBILITIES: Quantitative Analysts work under regular guidance to design and perform quantitative analysis including statistical modeling and data analysis in support of the Board's mission, Division goals, and Section objectives. Quantitative Analysts provide guidance and mentorship to new or junior staff. Quantitative Analysts serve as the primary contributor and may lead projects and teams across the Board of Governors. Quantitative Analysts prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders. Some travel may be required. Quantitative Analysts perform the following responsibilities independently: 1. Perform quantitative analysis including statistical modeling and data analysis in support of FRB mission, Division goals, and Section objectives. 2. Prepare and deliver clear, accurate and concise communication orally and in writing. 3. Share information and work for Section/Project Teams/Division or external stakeholders. 4. Serve as primary contributors and may lead projects or teams in the accomplishment of work. 5. Provide guidance to junior or new staff. 6. Represent the Section or Division on group projects or task forces. 7. Advise senior staff and managers. 8. Demonstrate areas of domain expertise and technical skills. 9. Statistical Modeling: • Exhibit an advanced understanding of sophisticated statistical modeling techniques • Carry out a variety of aspects of the model life cycle including design, implementation, testing, production, validation, and assessment of models • Analyze and interpret results from models or a system of models • Document model features, assumptions, operational processes, and results 10. Data Analysis: • Design and implement efforts related to data analytics. • Perform data extraction, cleaning, and organization • Produce charts, graphs, and other visualization techniques to analyze data • Identify relevant issues, trends, relationships between key variables, and draw conclusionsincluding degree of importance 11. Quantitative Implementation: • Design and implement processes for scaling and automating modeling and production frameworks • Manage, construct, and query data sets • Create systems and guidelines for ensuring reproducibility of model results and analysis 12. Financial Analysis: • Serve as subject matter expert to inform data-driven policy decisions • Conduct research related to the financial sector, institutions, and regulation • Respond to requests from senior management related to data, model results, operational processes, policy, and emerging risks in financial institutions and markets 13. Knowledge sharing and training of others: • Present work at forums within and across Divisions to share knowledge with others • Provide guidance and mentorship to new or junior staff. REQUIRED SKILLS: Requirements: Bachelor's degree in quantitative subject such as computer science, statistics, mathematics, physics, engineering, or degree in another subject such as finance, economics or relevant quantitative background. Minimum of 4 years of related experience or a master’s degree in a related field and 3 years of related experience (FR-26) or minimum of 5 years of related experience or a master’s degree in a related field and 4 years of related experience. Proficiency in computational/statistical programming (FR-27). Experience working with large and complex data sets, including the ability to query databases. Remarks : This Quantitative Analyst role in the Stress Testing section in Supervision and Regulation will support the quantitative stress tests of bank portfolios related to the Federal Reserve’s responsibilities under the Dodd-Frank Act and ongoing bank supervision. The analyst will be assigned to perform the following duties: • Research, modify, test, and document models and systems used in the stress test; • Execute stress test models and conduct analysis of model outputs to better inform ongoing bank supervision; and/or • Assess and analyze regulatory collection and other data used in the stress test. The ideal candidate will have strong analytical and communication skills; a high level of intellectual curiosity; a demonstrated potential to conduct analysis of banks using large datasets; and a solid conceptual understanding of statistical and econometric concepts and market and/or credit risk. The position will require flexibility to work extended hours to meet deadlines, especially during the stress test production quarter (currently April - June). Specifically, the ideal candidate will meet several of the following: • Demonstrated knowledge of statistical and econometric modeling techniques and approaches. • Experience with data management and database management tools (such as Microsoft SQL Server). • Proficiency in one or more statistical programming languages (especially R and/or SAS) is required, and the ideal candidate will have experience using scripting languages (such as Python), Linux, and a version control system (such as Git). • Ability to write and communicate clearly, deliver effective presentations, and conduct research. • Strong interpersonal skills, including the ability to work in a group setting in a matrix environment while accomplishing multiple goals within established and changing deadlines. • Familiarity with modern revenue and/or risk modeling practices and industry standards. • Familiarity with bank regulatory capital measures and US GAAP accounting standards. A written assessment/sample may be requested during the interview process. Full COVID19 vaccination is required as a condition of employment, unless a legally required exception applies.
Mar 21, 2022
Full time
DESCRIPTION/RESPONSIBILITIES: Quantitative Analysts work under regular guidance to design and perform quantitative analysis including statistical modeling and data analysis in support of the Board's mission, Division goals, and Section objectives. Quantitative Analysts provide guidance and mentorship to new or junior staff. Quantitative Analysts serve as the primary contributor and may lead projects and teams across the Board of Governors. Quantitative Analysts prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders. Some travel may be required. Quantitative Analysts perform the following responsibilities independently: 1. Perform quantitative analysis including statistical modeling and data analysis in support of FRB mission, Division goals, and Section objectives. 2. Prepare and deliver clear, accurate and concise communication orally and in writing. 3. Share information and work for Section/Project Teams/Division or external stakeholders. 4. Serve as primary contributors and may lead projects or teams in the accomplishment of work. 5. Provide guidance to junior or new staff. 6. Represent the Section or Division on group projects or task forces. 7. Advise senior staff and managers. 8. Demonstrate areas of domain expertise and technical skills. 9. Statistical Modeling: • Exhibit an advanced understanding of sophisticated statistical modeling techniques • Carry out a variety of aspects of the model life cycle including design, implementation, testing, production, validation, and assessment of models • Analyze and interpret results from models or a system of models • Document model features, assumptions, operational processes, and results 10. Data Analysis: • Design and implement efforts related to data analytics. • Perform data extraction, cleaning, and organization • Produce charts, graphs, and other visualization techniques to analyze data • Identify relevant issues, trends, relationships between key variables, and draw conclusionsincluding degree of importance 11. Quantitative Implementation: • Design and implement processes for scaling and automating modeling and production frameworks • Manage, construct, and query data sets • Create systems and guidelines for ensuring reproducibility of model results and analysis 12. Financial Analysis: • Serve as subject matter expert to inform data-driven policy decisions • Conduct research related to the financial sector, institutions, and regulation • Respond to requests from senior management related to data, model results, operational processes, policy, and emerging risks in financial institutions and markets 13. Knowledge sharing and training of others: • Present work at forums within and across Divisions to share knowledge with others • Provide guidance and mentorship to new or junior staff. REQUIRED SKILLS: Requirements: Bachelor's degree in quantitative subject such as computer science, statistics, mathematics, physics, engineering, or degree in another subject such as finance, economics or relevant quantitative background. Minimum of 4 years of related experience or a master’s degree in a related field and 3 years of related experience (FR-26) or minimum of 5 years of related experience or a master’s degree in a related field and 4 years of related experience. Proficiency in computational/statistical programming (FR-27). Experience working with large and complex data sets, including the ability to query databases. Remarks : This Quantitative Analyst role in the Stress Testing section in Supervision and Regulation will support the quantitative stress tests of bank portfolios related to the Federal Reserve’s responsibilities under the Dodd-Frank Act and ongoing bank supervision. The analyst will be assigned to perform the following duties: • Research, modify, test, and document models and systems used in the stress test; • Execute stress test models and conduct analysis of model outputs to better inform ongoing bank supervision; and/or • Assess and analyze regulatory collection and other data used in the stress test. The ideal candidate will have strong analytical and communication skills; a high level of intellectual curiosity; a demonstrated potential to conduct analysis of banks using large datasets; and a solid conceptual understanding of statistical and econometric concepts and market and/or credit risk. The position will require flexibility to work extended hours to meet deadlines, especially during the stress test production quarter (currently April - June). Specifically, the ideal candidate will meet several of the following: • Demonstrated knowledge of statistical and econometric modeling techniques and approaches. • Experience with data management and database management tools (such as Microsoft SQL Server). • Proficiency in one or more statistical programming languages (especially R and/or SAS) is required, and the ideal candidate will have experience using scripting languages (such as Python), Linux, and a version control system (such as Git). • Ability to write and communicate clearly, deliver effective presentations, and conduct research. • Strong interpersonal skills, including the ability to work in a group setting in a matrix environment while accomplishing multiple goals within established and changing deadlines. • Familiarity with modern revenue and/or risk modeling practices and industry standards. • Familiarity with bank regulatory capital measures and US GAAP accounting standards. A written assessment/sample may be requested during the interview process. Full COVID19 vaccination is required as a condition of employment, unless a legally required exception applies.
Federal Reserve Board
Washington, District of Columbia
DESCRIPTION/RESPONSIBILITIES: Senior Financial Institution and Policy Analysts work under limited guidance to design and conduct in-depth analyses on quantitative and qualitative data. Serve as the project or team leader for Section, Division, Board, or system initiatives. May also serve as Board liaison or representative in consulting/collaborating with domestic agencies, international authorities, and/or standard-setting bodies. Prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders. Act as recognized domain experts within the Division. Some travel is required. Senior Financial Institution and Policy Analysts perform the following responsibilities with limited guidance: • Lead and perform quantitative and/or qualitative analyses in support of FRB mission, Division goals, and Section objectives • Prepare and deliver clear, accurate and concise communication orally and in writing • Serve as Board liaisons or representatives in consulting/collaborating with domestic agencies/international authorities/standard-setting bodies • Serve as project or team leaders for Section, Division, Board, or system initiatives • Provide guidance and mentorship to new or junior staff • Contribute to and advise on discussions and analyses across the Board • Act as the recognized domain expert within Division Senior Financial Institution and Policy Analysts at the Federal Reserve Board may play many roles related to their jobs. They are responsible for a combination of the following roles: Data Analysis • Lead production of charts, graphs, and other visuals to help analyze data • Identify relevant issues and trends and draw conclusions through analysis of quantitative and qualitative data • Identify data that can be used to analyze policy Examination and Supervision • Lead examinations and reviews • Implement supervision and/or oversight policies and/or programs Financial Analysis • Lead analyses of financial, regulatory, and compliance data and information in support of Division/Section's area of responsibility • Clearly present analyses of financial, regulatory, and compliance data • Identify relevant issues and trends and draw conclusions through analysis of financial, regulatory, and compliance data Policy • Interpret and/or implement policy, regulation, and/or guidance • Draft and review policy recommendations supported by logical reasoning and sound analysis Risk Management • Identify and analyze emerging risks in financial institutions and markets, and/or for consumers and communities • Apply appropriate risk management frameworks and policies to support oversight of financial institutions REQUIRED SKILLS: Position Qualifications : A bachelor’s degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 5 years of related experience, or a master’s degree in a related field and 4 years of related experience (FR-27) or 6 years of related experience, or a master's degree in a related field and 5 years of realted experience (FR-28). Must be able to immediately contribute to the success of work requiring the following competencies, and be able to serve as advisors to provide insight in their application: • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Reviews and Examinations: The ability to participate in or lead reviews and/or examinations of Reserve Banks or other financial institutions • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa • Knowledge of Relevant Policy: The ability changes as needed to policies specific to areas of responsibility • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations Remarks : The Climate Analyst will join the Climate Policy team to lead and coordinate complex analytical projects to understand and assess the potential implications of climate risks for supervised institutions. In this role, the Climate Analyst will develop innovative methods for mapping and measuring bank exposures to physical and transition risks, and play a leading role in analyzing transmission channels of climate risks to the banking sector, developing measurement methodologies and resolving data gaps and challenges. About the Team The Climate Policy team supports the Supervision Climate Committee (SCC) in building the Federal Reserve’s capacity to understand the potential implications of climate change for financial institutions. The SCC is responsible for analyzing the impact of climate change on banking institutions, identifying appropriate policy responses and developing a supervisory program to ensure banking institutions appropriately incorporate the financial risks of climate change into their risk management frameworks. The Climate Policy team works closely with the SCC Chair to implement the Committee’s objectives and workplan, as directed by the Board of Governors. Specific responsibilities: • Lead in-depth quantitative and qualitative analyses to support policy development and staff recommendations related to supervision and regulation of climate-related financial risks. • Analyze and prepare written memoranda or research on climate-related issues supported by logical reasoning and sound analysis. • Actively monitor market, regulatory and legislative developments via publicly-available resources and self-directed research. • Actively seek opportunities to collaborate with Supervision and Regulation colleagues, different Divisions within the Board of Governors, and subject matter experts throughout the Federal Reserve System in evaluating the financial risks of climate change. • Represent the Board of Governors on international work groups assessing the implications of climate-related risks on the financial sector. • Create strong internal and external networks; explicitly seek to understand and support the objectives of colleagues, incorporate effective reflection of policy views in new policy and recommendations. Desired skillsets: • Strong quantitative skills, including programming and data science. Experience in developing financial and econometric models as well as relevant models, empirical methods and data used to assess the financial risks of climate change is preferred. • Ability to distill complex information, identify appropriate options or solutions, evaluate potential implications of a given approach, and communicate technical issues to a non-technical audience. • Knowledge of climate-related risks, potential implications of climate change for the macroeconomy or financial sector, or approaches to identifying, measuring, monitoring and managing the financial risks of climate change. • Previous experience with financial risk modeling, risk measurement and management, including supervisory standards for effective stress testing, model risk management or capital management is preferred. • Ability to collaborate, develop rapport and credibility with a variety of stakeholders at the Board, other U.S. financial regulatory agencies and foreign central banks/supervisory authorities. • Experience working in or with central banks, regulatory or supervisory authorities or financial institutions is a plus. • Demonstrated ability to lead complex analytical projects and synthesize results to inform policy decisions. • Demonstrated ability to balance multiple priorities and meet tight deadlines within a fast-paced environment. • Relevant knowledge regarding finance, financial institutions, bank regulation, and economic trends. Candidates may be asked to complete an analytical exercise as part of the interview process. This is a hybrid role based in DC with an on-site expectation based on a cadence to be defined. Full vaccination is required as a condition of employment, unless a legally required exception applies.
Mar 21, 2022
Full time
DESCRIPTION/RESPONSIBILITIES: Senior Financial Institution and Policy Analysts work under limited guidance to design and conduct in-depth analyses on quantitative and qualitative data. Serve as the project or team leader for Section, Division, Board, or system initiatives. May also serve as Board liaison or representative in consulting/collaborating with domestic agencies, international authorities, and/or standard-setting bodies. Prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders. Act as recognized domain experts within the Division. Some travel is required. Senior Financial Institution and Policy Analysts perform the following responsibilities with limited guidance: • Lead and perform quantitative and/or qualitative analyses in support of FRB mission, Division goals, and Section objectives • Prepare and deliver clear, accurate and concise communication orally and in writing • Serve as Board liaisons or representatives in consulting/collaborating with domestic agencies/international authorities/standard-setting bodies • Serve as project or team leaders for Section, Division, Board, or system initiatives • Provide guidance and mentorship to new or junior staff • Contribute to and advise on discussions and analyses across the Board • Act as the recognized domain expert within Division Senior Financial Institution and Policy Analysts at the Federal Reserve Board may play many roles related to their jobs. They are responsible for a combination of the following roles: Data Analysis • Lead production of charts, graphs, and other visuals to help analyze data • Identify relevant issues and trends and draw conclusions through analysis of quantitative and qualitative data • Identify data that can be used to analyze policy Examination and Supervision • Lead examinations and reviews • Implement supervision and/or oversight policies and/or programs Financial Analysis • Lead analyses of financial, regulatory, and compliance data and information in support of Division/Section's area of responsibility • Clearly present analyses of financial, regulatory, and compliance data • Identify relevant issues and trends and draw conclusions through analysis of financial, regulatory, and compliance data Policy • Interpret and/or implement policy, regulation, and/or guidance • Draft and review policy recommendations supported by logical reasoning and sound analysis Risk Management • Identify and analyze emerging risks in financial institutions and markets, and/or for consumers and communities • Apply appropriate risk management frameworks and policies to support oversight of financial institutions REQUIRED SKILLS: Position Qualifications : A bachelor’s degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 5 years of related experience, or a master’s degree in a related field and 4 years of related experience (FR-27) or 6 years of related experience, or a master's degree in a related field and 5 years of realted experience (FR-28). Must be able to immediately contribute to the success of work requiring the following competencies, and be able to serve as advisors to provide insight in their application: • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Reviews and Examinations: The ability to participate in or lead reviews and/or examinations of Reserve Banks or other financial institutions • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa • Knowledge of Relevant Policy: The ability changes as needed to policies specific to areas of responsibility • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations Remarks : The Climate Analyst will join the Climate Policy team to lead and coordinate complex analytical projects to understand and assess the potential implications of climate risks for supervised institutions. In this role, the Climate Analyst will develop innovative methods for mapping and measuring bank exposures to physical and transition risks, and play a leading role in analyzing transmission channels of climate risks to the banking sector, developing measurement methodologies and resolving data gaps and challenges. About the Team The Climate Policy team supports the Supervision Climate Committee (SCC) in building the Federal Reserve’s capacity to understand the potential implications of climate change for financial institutions. The SCC is responsible for analyzing the impact of climate change on banking institutions, identifying appropriate policy responses and developing a supervisory program to ensure banking institutions appropriately incorporate the financial risks of climate change into their risk management frameworks. The Climate Policy team works closely with the SCC Chair to implement the Committee’s objectives and workplan, as directed by the Board of Governors. Specific responsibilities: • Lead in-depth quantitative and qualitative analyses to support policy development and staff recommendations related to supervision and regulation of climate-related financial risks. • Analyze and prepare written memoranda or research on climate-related issues supported by logical reasoning and sound analysis. • Actively monitor market, regulatory and legislative developments via publicly-available resources and self-directed research. • Actively seek opportunities to collaborate with Supervision and Regulation colleagues, different Divisions within the Board of Governors, and subject matter experts throughout the Federal Reserve System in evaluating the financial risks of climate change. • Represent the Board of Governors on international work groups assessing the implications of climate-related risks on the financial sector. • Create strong internal and external networks; explicitly seek to understand and support the objectives of colleagues, incorporate effective reflection of policy views in new policy and recommendations. Desired skillsets: • Strong quantitative skills, including programming and data science. Experience in developing financial and econometric models as well as relevant models, empirical methods and data used to assess the financial risks of climate change is preferred. • Ability to distill complex information, identify appropriate options or solutions, evaluate potential implications of a given approach, and communicate technical issues to a non-technical audience. • Knowledge of climate-related risks, potential implications of climate change for the macroeconomy or financial sector, or approaches to identifying, measuring, monitoring and managing the financial risks of climate change. • Previous experience with financial risk modeling, risk measurement and management, including supervisory standards for effective stress testing, model risk management or capital management is preferred. • Ability to collaborate, develop rapport and credibility with a variety of stakeholders at the Board, other U.S. financial regulatory agencies and foreign central banks/supervisory authorities. • Experience working in or with central banks, regulatory or supervisory authorities or financial institutions is a plus. • Demonstrated ability to lead complex analytical projects and synthesize results to inform policy decisions. • Demonstrated ability to balance multiple priorities and meet tight deadlines within a fast-paced environment. • Relevant knowledge regarding finance, financial institutions, bank regulation, and economic trends. Candidates may be asked to complete an analytical exercise as part of the interview process. This is a hybrid role based in DC with an on-site expectation based on a cadence to be defined. Full vaccination is required as a condition of employment, unless a legally required exception applies.
Cheiron, Inc., an actuarial firm with approximately 100 employees and multiple office locations nationwide, has an immediate opening for an Associate Actuary. Cheiron offers competitive benefits to employees including:
Salary with bonus opportunities for employees who surpass goals
Actuarial study time, when meeting eligibility requirements
401(k) Profit Sharing
Medical and dental insurance
Paid time off
Group life, accidental death/dismemberment, and disability benefits.
Office Location: Multiple Cheiron office locations including McLean, VA; Charlotte, NC; Annapolis, MD; Greater Metropolitan Philadelphia area (Mount Laurel, NJ); New York City, NY; Chicago, IL; and San Diego, CA.
Expected Hours of Work : You are expected to work at least 7.50 hours per day, Monday through Friday, during our normal business hours: 8:00 a.m. to 6:00 p.m. However, because of the nature of our business your work schedule may vary depending on client needs .
Position Summary: The Associate Actuary will provide pension consulting/actuarial services for various types of pension plans. The ideal candidate should be an ASA or FSA with several years of experience in pension consulting to multiple clients. While the position is primarily focused on providing consulting services, the successful candidate should be able to review actuarial results from the beginning of the process to finished product. Must be willing to improve pension consulting skills and methods across all assigned clients, if lacking that experience.
Essential Job Functions :
Multi-task across several projects and thrive in a fast-paced environment
Analyze and explore data and results for accuracy/issues, ensure data is appropriate, develop questions as necessary
Reconcile and review pension valuation results including review of liabilities, sample lives, detailed gains/loss analysis, pricing tools and projection models
Manage team/projects on-budget/on-time
Assist in preparing pension reports including updating existing documents for new results, updating analysis, creating results and client presentations
Review plan documents and perform/review benefit calculations/statements
Some experience presenting actuarial pension results to clients
Ability to work on multiple projects and thrive in a fast-paced environment;
Enjoys analyzing the results and digging into the numbers for accuracy (hands-on).
Required Skills and Competencies:
Must be either an Associate of the Society of Actuaries (ASA), with the intention to continue taking exams to achieve the Fellow of the Society of Actuaries (FSA), or has already attained the FSA designation
Must have experience with all aspects of pension plans, multiemployer and/or public sector experience is a plus
Must have experience with pension plan actuarial valuations
Required accounting reports, liability determination, funding analysis, etc.
Must have experience reviewing actuarial results in detail and enjoys being involved at multiple levels of pension consulting work
Must possess strong oral and written communication skills
Ability to communicate complex actuarial issues clearly and concisely to a non-technical audience
Participate in client and internal client team meetings
Must be able to manage complex projects and clients
Manage deadlines and develop methodologies that work within deadlines and client-set budgets
Excels at managing and communicating personal workflow
Oversees the work of analysts as well as mentor and train staff
Communicates and works cooperatively with junior analysts and senior consultants
Additional Requirements:
Expertise in Microsoft Office products including Excel, Word, and PowerPoint
Experience in Proval is a plus
Expertise in Access, SQL, and/or JAVA a plus
Education and Experience:
Bachelor’s Degree from a four-year college or university
At least six years of pension actuarial experience; is preferred
Travel: As employee moves into a consulting actuary role, will be required to travel to client meetings as well as internal Cheiron meetings. Frequency of travel may vary based on client assignments.
About Cheiron: Cheiron is an employee-owned actuarial and financial consulting firm that is focused on providing health and pension actuarial consulting services to our clients (multiemployer, public sector, and some corporate). Our mission is to empower benefit plan sponsors to understand and improve the management of their benefit programs and their resulting financial risks through innovative technological applications and unsurpassed professional expertise. About 100 employees work at Cheiron across the continental US multiple office locations. Cheiron is flexible and has the unique ability to adjust work assignments to enable employees to have favorable client roles and opportunities and to continue optimal career growth.
Other Requirements: Cheiron uses E-Verify - You must be legally eligible to work in the United States.
Reasonable Accommodations:
Reasonable accommodations may be made to enable individuals with disabilities to perform the Essential Job Functions.
EEO Statement:
Cheiron Inc. is an Equal Employment Opportunity (EEO) employer that is fully committed to providing equal employment opportunities. Cheiron recruits, hires, trains, and promotes qualified individuals in all job titles without regard to race, color, national origin, sex, sexual orientation, gender identity, religion, age, marital status, genetic information, status as a protected veteran, or status as an individual with a disability, and does not discriminate against or harass any individual on the basis of any such characteristics. Cheiron bases all employment decisions only on valid job requirements. Cheiron’s EEO policy has the full support of the Company, including its President and CEO.
If you are interested, please apply here: https://cheiron.us/cheironHome/content/careers
Nov 30, 2021
Full time
Cheiron, Inc., an actuarial firm with approximately 100 employees and multiple office locations nationwide, has an immediate opening for an Associate Actuary. Cheiron offers competitive benefits to employees including:
Salary with bonus opportunities for employees who surpass goals
Actuarial study time, when meeting eligibility requirements
401(k) Profit Sharing
Medical and dental insurance
Paid time off
Group life, accidental death/dismemberment, and disability benefits.
Office Location: Multiple Cheiron office locations including McLean, VA; Charlotte, NC; Annapolis, MD; Greater Metropolitan Philadelphia area (Mount Laurel, NJ); New York City, NY; Chicago, IL; and San Diego, CA.
Expected Hours of Work : You are expected to work at least 7.50 hours per day, Monday through Friday, during our normal business hours: 8:00 a.m. to 6:00 p.m. However, because of the nature of our business your work schedule may vary depending on client needs .
Position Summary: The Associate Actuary will provide pension consulting/actuarial services for various types of pension plans. The ideal candidate should be an ASA or FSA with several years of experience in pension consulting to multiple clients. While the position is primarily focused on providing consulting services, the successful candidate should be able to review actuarial results from the beginning of the process to finished product. Must be willing to improve pension consulting skills and methods across all assigned clients, if lacking that experience.
Essential Job Functions :
Multi-task across several projects and thrive in a fast-paced environment
Analyze and explore data and results for accuracy/issues, ensure data is appropriate, develop questions as necessary
Reconcile and review pension valuation results including review of liabilities, sample lives, detailed gains/loss analysis, pricing tools and projection models
Manage team/projects on-budget/on-time
Assist in preparing pension reports including updating existing documents for new results, updating analysis, creating results and client presentations
Review plan documents and perform/review benefit calculations/statements
Some experience presenting actuarial pension results to clients
Ability to work on multiple projects and thrive in a fast-paced environment;
Enjoys analyzing the results and digging into the numbers for accuracy (hands-on).
Required Skills and Competencies:
Must be either an Associate of the Society of Actuaries (ASA), with the intention to continue taking exams to achieve the Fellow of the Society of Actuaries (FSA), or has already attained the FSA designation
Must have experience with all aspects of pension plans, multiemployer and/or public sector experience is a plus
Must have experience with pension plan actuarial valuations
Required accounting reports, liability determination, funding analysis, etc.
Must have experience reviewing actuarial results in detail and enjoys being involved at multiple levels of pension consulting work
Must possess strong oral and written communication skills
Ability to communicate complex actuarial issues clearly and concisely to a non-technical audience
Participate in client and internal client team meetings
Must be able to manage complex projects and clients
Manage deadlines and develop methodologies that work within deadlines and client-set budgets
Excels at managing and communicating personal workflow
Oversees the work of analysts as well as mentor and train staff
Communicates and works cooperatively with junior analysts and senior consultants
Additional Requirements:
Expertise in Microsoft Office products including Excel, Word, and PowerPoint
Experience in Proval is a plus
Expertise in Access, SQL, and/or JAVA a plus
Education and Experience:
Bachelor’s Degree from a four-year college or university
At least six years of pension actuarial experience; is preferred
Travel: As employee moves into a consulting actuary role, will be required to travel to client meetings as well as internal Cheiron meetings. Frequency of travel may vary based on client assignments.
About Cheiron: Cheiron is an employee-owned actuarial and financial consulting firm that is focused on providing health and pension actuarial consulting services to our clients (multiemployer, public sector, and some corporate). Our mission is to empower benefit plan sponsors to understand and improve the management of their benefit programs and their resulting financial risks through innovative technological applications and unsurpassed professional expertise. About 100 employees work at Cheiron across the continental US multiple office locations. Cheiron is flexible and has the unique ability to adjust work assignments to enable employees to have favorable client roles and opportunities and to continue optimal career growth.
Other Requirements: Cheiron uses E-Verify - You must be legally eligible to work in the United States.
Reasonable Accommodations:
Reasonable accommodations may be made to enable individuals with disabilities to perform the Essential Job Functions.
EEO Statement:
Cheiron Inc. is an Equal Employment Opportunity (EEO) employer that is fully committed to providing equal employment opportunities. Cheiron recruits, hires, trains, and promotes qualified individuals in all job titles without regard to race, color, national origin, sex, sexual orientation, gender identity, religion, age, marital status, genetic information, status as a protected veteran, or status as an individual with a disability, and does not discriminate against or harass any individual on the basis of any such characteristics. Cheiron bases all employment decisions only on valid job requirements. Cheiron’s EEO policy has the full support of the Company, including its President and CEO.
If you are interested, please apply here: https://cheiron.us/cheironHome/content/careers
Office Location: Multiple Cheiron office locations are acceptable, including McLean, VA; Charlotte, NC; Annapolis, MD; Greater Metropolitan Philadelphia area (Mount Laurel, NJ); New York City, NY; Chicago, IL; and San Diego, CA.
Position Summary: The Health Care Actuary will provide health care consulting services to multiemployer and public sector clients with opportunities to work with corporate clients. The ideal candidate should be an ASA or FSA with experience in health care consulting. While the position is primarily focused on providing consulting services, the successful candidate should be able to review actuarial results and health care work.
Essential Job Qualifications:
Enjoys presenting actuarial health care results to clients in a clear and easy to understand manner in order to help clients solve challenging problems;
Understands current employer sponsored healthcare market from both a business partner perspective and employee perspective, e.g., knowledge of major insurance providers and PBMs in US;
Understands employer sponsored compliance perspectives, e.g., Affordable Care Act requirements;
Ability to work on multiple projects and thrive in a fast-paced environment;
Enjoys analyzing the results and digging into the numbers for accuracy (hands-on).
Required Skills and Competencies:
Must be either an Associate of the Society of Actuaries (ASA), with the intention to continue taking exams to achieve the Fellow of the Society of Actuaries (FSA), or has already attained the FSA designation;
Must have experience with all aspects of multiemployer and/or public sector active health and welfare plans (e.g., eligibility and claims data manipulation, cash flow projections, benefit change pricing, business partner selection and negotiations, etc.);
Must have experience with retiree medical plan actuarial valuations (e.g., required accounting reports, liability determination, funding analysis, etc.);
Must have experience thoroughly reviewing actuarial results in detail and enjoys being involved at multiple levels of the employer sponsored health care consulting work;
Must possess strong oral and written communication skills, i.e., ability to communicate complex actuarial issues clearly and concisely to a non-technical audience;
Must be able to take part in leading client and internal client team meetings;
Must be able to manage complex projects and clients: i.e., manage deadlines and develop methodologies that work within deadlines and client-set budgets;
Excels at managing and communicating personal workflow;
Oversees the work of junior staff as well as mentor and train staff;
Communicates and works cooperatively with senior consultants
Additional Requirements:
Expertise in Microsoft Office products including Excel, Word, and PowerPoint
Expertise in Access, SQL, and/or JAVA a plus
Experience using Business Intelligence programs (ex. Power BI, Tableau) a plus
Claims processing expertise a plus
Business development skills a plus
Client travel required
Education and Experience:
Bachelor’s Degree from a four-year college or university is preferred
At least five years of health actuarial experience
Travel: Employee will be required to travel to client meetings as well as internal Cheiron meetings. Frequency of travel may vary based on client assignments.
About Cheiron: Cheiron is a rapidly growing employee-owned actuarial and financial consulting firm that is focused on providing health and pension actuarial consulting services to our clients (multiemployer, public sector, and some corporate). Our mission is to empower benefit plan sponsors to understand and better manage their benefit programs and their resulting financial risks through innovative technological applications and unsurpassed professional expertise. About 100 employees work at Cheiron across the continental US at nine different office locations. Cheiron is flexible and has the unique ability to adjust work assignments to enable employees to have favorable client roles and opportunities and to continue optimal career growth.
Reasonable Accommodations:
Reasonable accommodations may be made to enable individuals with disabilities to perform the Essential Job Functions.
EEO Statement:
Cheiron Inc. is an Equal Employment Opportunity (EEO) employer that is fully committed to providing equal employment opportunities. Cheiron recruits, hires, trains, and promotes qualified individuals in all job titles without regard to race, color, national origin, sex, sexual orientation, gender identity, religion, age, marital status, genetic information, status as a protected veteran, or status as an individual with a disability, and does not discriminate against or harass any individual on the basis of any such characteristics. Cheiron bases all employment decisions only on valid job requirements. Cheiron’s EEO policy has the full support of the Company, including its President and CEO.
If you are interested, please send your resume to the opportunities website at opportunity@cheiron.us
May 25, 2021
Full time
Office Location: Multiple Cheiron office locations are acceptable, including McLean, VA; Charlotte, NC; Annapolis, MD; Greater Metropolitan Philadelphia area (Mount Laurel, NJ); New York City, NY; Chicago, IL; and San Diego, CA.
Position Summary: The Health Care Actuary will provide health care consulting services to multiemployer and public sector clients with opportunities to work with corporate clients. The ideal candidate should be an ASA or FSA with experience in health care consulting. While the position is primarily focused on providing consulting services, the successful candidate should be able to review actuarial results and health care work.
Essential Job Qualifications:
Enjoys presenting actuarial health care results to clients in a clear and easy to understand manner in order to help clients solve challenging problems;
Understands current employer sponsored healthcare market from both a business partner perspective and employee perspective, e.g., knowledge of major insurance providers and PBMs in US;
Understands employer sponsored compliance perspectives, e.g., Affordable Care Act requirements;
Ability to work on multiple projects and thrive in a fast-paced environment;
Enjoys analyzing the results and digging into the numbers for accuracy (hands-on).
Required Skills and Competencies:
Must be either an Associate of the Society of Actuaries (ASA), with the intention to continue taking exams to achieve the Fellow of the Society of Actuaries (FSA), or has already attained the FSA designation;
Must have experience with all aspects of multiemployer and/or public sector active health and welfare plans (e.g., eligibility and claims data manipulation, cash flow projections, benefit change pricing, business partner selection and negotiations, etc.);
Must have experience with retiree medical plan actuarial valuations (e.g., required accounting reports, liability determination, funding analysis, etc.);
Must have experience thoroughly reviewing actuarial results in detail and enjoys being involved at multiple levels of the employer sponsored health care consulting work;
Must possess strong oral and written communication skills, i.e., ability to communicate complex actuarial issues clearly and concisely to a non-technical audience;
Must be able to take part in leading client and internal client team meetings;
Must be able to manage complex projects and clients: i.e., manage deadlines and develop methodologies that work within deadlines and client-set budgets;
Excels at managing and communicating personal workflow;
Oversees the work of junior staff as well as mentor and train staff;
Communicates and works cooperatively with senior consultants
Additional Requirements:
Expertise in Microsoft Office products including Excel, Word, and PowerPoint
Expertise in Access, SQL, and/or JAVA a plus
Experience using Business Intelligence programs (ex. Power BI, Tableau) a plus
Claims processing expertise a plus
Business development skills a plus
Client travel required
Education and Experience:
Bachelor’s Degree from a four-year college or university is preferred
At least five years of health actuarial experience
Travel: Employee will be required to travel to client meetings as well as internal Cheiron meetings. Frequency of travel may vary based on client assignments.
About Cheiron: Cheiron is a rapidly growing employee-owned actuarial and financial consulting firm that is focused on providing health and pension actuarial consulting services to our clients (multiemployer, public sector, and some corporate). Our mission is to empower benefit plan sponsors to understand and better manage their benefit programs and their resulting financial risks through innovative technological applications and unsurpassed professional expertise. About 100 employees work at Cheiron across the continental US at nine different office locations. Cheiron is flexible and has the unique ability to adjust work assignments to enable employees to have favorable client roles and opportunities and to continue optimal career growth.
Reasonable Accommodations:
Reasonable accommodations may be made to enable individuals with disabilities to perform the Essential Job Functions.
EEO Statement:
Cheiron Inc. is an Equal Employment Opportunity (EEO) employer that is fully committed to providing equal employment opportunities. Cheiron recruits, hires, trains, and promotes qualified individuals in all job titles without regard to race, color, national origin, sex, sexual orientation, gender identity, religion, age, marital status, genetic information, status as a protected veteran, or status as an individual with a disability, and does not discriminate against or harass any individual on the basis of any such characteristics. Cheiron bases all employment decisions only on valid job requirements. Cheiron’s EEO policy has the full support of the Company, including its President and CEO.
If you are interested, please send your resume to the opportunities website at opportunity@cheiron.us