Employee Benefits Financial Analysis Consultant

Role Overview

• Own monthly reporting, forecasting, and outlook development for assigned EB business functional expenses
• Drive the development of periodic expense outlooks and the annual operating plan, ensuring assumptions align with business strategy and growth objectives
• Build and present outlook walks that clearly explain changes between forecast periods and articulate underlying drivers
• Review staffing projections and hiring timelines to accurately reflect expense impacts
• Ensure accurate accounting of financials for monthly operating expense reserves and product allocations
• Develop and evolve KPIs, operational metrics, and trend analyses to deepen insight and increase frequency of monitoring
• Partner with the staff modeling team to assess drivers, assumptions, and alternative metrics to support multi‑year outlooks that align to strategic objectives and growth plans.
• Drive continuous improvement in reporting, forecasting, and analytics through automation, advanced tooling, and elimination of low‑value activities
• Leverage existing and emerging technologies to increase FP&A capacity and elevate insights, including planning tools, business intelligence platforms, and data automation solutions
• Contribute to the team’s evolution toward more predictive and prescriptive analytics that provide deeper insight and forward-looking impacts
• Serve as a trusted thought partner to business and finance leaders, framing complex problems and recommending financially sound solutions
• Apply a financial lens to customer and business inputs, using metrics and data to challenge assumptions and drive efficiency
• Translate complex financial and operational information into clear, compelling stories and executive‑ready materials

Requirements

• 5+ years of progressive finance experience
• Strong analytical and critical-thinking skills, with the ability to synthesize complex data into actionable insights
• Advanced Excel and financial modeling skills; strong PowerPoint / presentation capabilities
• Experience with TM1/Planning Analytics and business intelligence tools (e.g., Power BI) preferred
• Working knowledge of data structures, data sources, and techniques for transforming unstructured data into structured, analyzable formats
• Interest in leveraging automation, analytics, and emerging technologies (e.g., RPA, AI/ML) to increase insight and capacity within FP&A
• Familiarity with insurance accounting and reporting, including knowledge of GAAP concepts
• Excellent written and verbal communication skills, with comfort presenting to senior stakeholders
• Ability to learn new tools and technologies quickly and adapt to evolving business needs
• Demonstrated ability to manage multiple priorities, work independently, and collaborate effectively across teams
• An undergraduate degree in finance, accounting, or related field is preferred. CPA or MBA is a plus.

Tech Stack

• RPA

Benefits

• Other rewards may include short-term or annual bonuses
• long-term incentives
• on-the-spot recognition