Financial Analyst

Role Overview

• Provide financial review for all size clients
• Create financial review packages and procedures for all size clients
• Work with and train Team Members in areas of financial analysis, reporting packages and deliverable skill sets
• Participate and assist Producer and Consulting Team in client meetings with financial requirements of clients
• Handle presentation of financial data to clients with the Consulting Team
• Provide written insights on financial deliverables
• Interact with Consulting Teams regularly, both via Zoom/Teams and in person
• Attend regular meetings with the Analytics Team, both via Zoom/Teams and in person

Requirements

• 3-5 years experience
• Bachelor’s degree in Accounting, Finance, or related area
• Proficiency in financial analysis
• Familiar with Benefit insurance coverage
• Proficiency in Microsoft Word, Excel, and Outlook
• Proficiency in Adobe Acrobat or ability to learn this program
• Ability to manage client needs and multiple tasks
• Attention to accuracy and detail
• Excellent interpersonal skills and a pleasant disposition required at all times
• Ability to work well with others in a fast-paced environment
• Team player

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses
• Employee perks and discounts