Review day-to-day financial reporting and analysis for select clients
Review data for accuracy and create client specific reports for analysis and review
Serve as a mentor to a Junior Analyst
Manage claims audit, dependent audit, and plan optimization/contribution differential analysis process
Develop self-funded renewal projections and assist in preparation of financial renewal summary
Prepare alternate funding options
Review client IBNR reserve analysis templates prior to actuarial review
Proof exhibits created by Level 1 Analysts
Update excel-based templates/models to improve the reporting or renewal process
Attend seminars or educational activities to stay up-to-date on latest developments
Attend client meetings to review financial reports

Four-year college or university Finance/Statistics/Mathematics is preferred or 6+ years of equivalent work experience
3-5 years of related experience and/or training with a carrier, consultant or broker
Strong Microsoft Excel skills required
Microsoft Access and Microsoft Power BI and Power Query skills preferred
Employees required to possess or obtain the Ohio Life and Health License within 4 months of employment.

Financial Analyst II

Key skills