Financial Analyst

Description:

• Work collaboratively with client service teams to collect and review data for accuracy and consistency.

• Integrate data from multiple data sources into relevant client reports.

• Prepare routine financial reports for self-funded clients; review financial reports with client service teams.

• Create basic and complex models to analyze, illustrate, and project loss trends.

• Prepare spreadsheets, graphs, charts, diagrams, and other illustrative tools for presentations and reports.

• Use financial modeler and other tools to predict financial impact of health reform on client plans.

• Prepare custom reports and analysis for specific client needs.

• Maintain market data and leverage use of benchmarks across clients.

• Serve as a Subject Matter Expert on financial reporting.

• Leverage internal systems knowledge and utilization within the department and among clients.

• Keep informed of insurance industry developments and products available in the marketplace.

• Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.

• Participate in internal office meetings as required

• Other responsibilities as assigned

Qualifications:

• Bachelor’s degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, or finance required.

• Excellent customer service skills, with the ability to develop strong client relationships with multiple clients

• A working knowledge of welfare benefits with a basic understanding of risk and insurance concepts is preferred

• Excellent computer skills including word processing and spreadsheet expertise

• Excellent organizational and communication skills

• Ability to complete continuing education requirements as needed

• Ability to attend company, department, and team meetings as required, including industry training sessions

• Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information

• Ability to efficiently organize work and manage time in order to meet deadlines

• Ability to travel by automobile and aircraft

• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine

• Ability to work on a computer for a prolonged amount of time

• Ability to work outside of normal business hours as needed

• Legally able to work in the United States