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Remote New

Senior Consultant, Enrolled Actuary

Community Bank, N.A.
dental insurance, paid holidays, tuition reimbursement, 401(k)
United States
Oct 21, 2025
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

This position is responsible for the direct project management of the recurring valuation and non recurring special projects related to small pension plans and cash balance plans that are provided to an existing book of business.

  • Manages client projects within teams to ensure delivery of quality product in timely manner.
  • Training new staff in procedures and systems utilized.
  • Assists team leader in the ongoing management of client engagement, including preparation of service agreements, timelines and billing.
  • Assists team leader in daily staff management as well as annual performance reviews.
  • Participate in office wide process improvement and best practice initiatives.
  • Keeps up-to-date with current legislative topics and accounting standards and application to existing client defined benefit plans.

Qualifications

Education/

Training:

Bachelors degree or higher in a related field, EA required.

Competencies:

* Functional knowledge of applicable laws and regulations for single employer defined benefit plans under ERISA and PPA as well as for non qualified plans and governmental entities

* Functional knowledge of application of accounting standards for defined benefit plans and post retirement healthcare plan financial reporting for corporate plan sponsors (ASC) and governmental entities (GASB)

* Work experience with defined benefit and OPEB valuation systems as well as ability to set up new plans and/or program plan changes

* Well developed project management skills

* Highly developed presentation skills, as well as written and oral communication skills

* Display a high degree of competency with Microsoft Word and Excel, as well as personal computer skills

Experience:

7 to 10 years with a working knowledge of the following benefits areas: Defined Benefit and Postretirement Healthcare.


Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $106,000.00/Yr.
Maximum

USD $196,775.00/Yr.
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