Finance Assistant with fin - house managing client accounts and providing finance insights for SMEs. Responsible for client communications, transactions, and financial records management.
About the role
- Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
Responsibilities
- Monitor plan performance across medical, pharmacy, dental, and vision lines by reviewing monthly claims reports, tracking utilization trends, and identifying key cost drivers.
- Summarize findings in clear financial reports and dashboards for internal teams and client-facing discussions.
- Ensure data accuracy across all reporting, resolving discrepancies as they arise.
- Build and maintain sophisticated underwriting and financial models to project renewal costs, evaluate plan design alternatives, and develop multi-year cost forecasts.
- Support client budgeting decisions across fully insured, level-funded, and self-funded arrangements.
- Translate complex modeling outputs into clear, client-ready exhibits and financial presentations.
- Prepare underwriting submissions and RFPs, evaluate carrier proposals and stop-loss quotes, and develop detailed side-by-side financial comparisons to support client decision-making.
- Conduct rigorous network discount analyses when evaluating alternative carriers, TPAs, and provider arrangements.
- Evaluate stop-loss quotes from multiple carriers, assess attachment point adequacy relative to a client's claims exposure and risk tolerance, and negotiate contract terms.
- Lead carrier negotiations on rates, assumptions, and contract terms.
- Contribute data-driven perspectives in client strategy sessions, supporting plan design discussions, funding strategy recommendations, and long-term cost management planning.
- Evaluate the financial impact of plan design changes and model contribution strategies and employee cost-sharing scenarios.
- Present best-case, expected, and worst-case renewal scenarios to help clients understand trade-offs and align decisions with their risk tolerance.
- Lead the financial portions of client meetings and presentations, translating complex analysis into clear, actionable recommendations for HR leaders and executives.
- Serve as a strategic financial partner to clients throughout the year — from post-renewal review through renewal execution — ensuring they understand their plan performance and can make confident, informed decisions.
- Support new business development by preparing financial exhibits, assessing plan performance, and analyzing utilization data as needed.
- Partner with LoVasco's internal Data & Engineering Team as they build software to automate the creation and delivery of monthly and quarterly claims dashboards.
- Validate automated outputs, surface data anomalies, and provide ongoing feedback as the platform evolves — ensuring the final product reflects the depth and accuracy clients expect.
- Guide and develop Financial Analysts, providing peer review of financial exhibits and deliverables to ensure accuracy and consistency.
- Serve as a financial resource for Account Managers and Account Executives.
- Contribute to the continuous improvement of reporting tools, underwriting models, and internal processes, and participate in knowledge sharing, training, and intellectual capital development.
Requirements
- Bachelor's Degree in Mathematics, Actuarial Science, Finance, Economics, or a related field
- Seven to ten years of experience in employee benefits financial analysis, consulting, or a closely related role
- Prior experience at an employee benefits brokerage or consulting firm is required
- Demonstrated ability to build financial models from scratch and communicate results to a non-technical audience
- Deep knowledge of group insurance products: medical, dental, vision, life, and disability
- Strong command of benefits financial concepts, including stop-loss, self-funding, claims analysis, and plan design modeling
- Experience presenting to and advising HR and executive-level client stakeholders
- Strong project management skills with a track record of delivering accurate work on deadline
- Actuarial credentials (ASA, FSA) or pursuit thereof is a plus, but not required
- Working knowledge of compliance and regulatory requirements applicable to employer-sponsored health plans: PPACA, COBRA, HIPAA, ERISA, etc.
- Exceptional skills in Microsoft Excel and the broader Microsoft Office suite
- Experience with Asana, Box, Salesforce, and/or Craft is a plus.
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Competitive compensation
- 401(k) plan and company match
- Employer-paid life insurance, short-term, and long-term disability insurance
- Flexible spending account
- Generous paid time off
- Paid parental leave
- Summer Friday hours
- Professional development assistance
- Volunteer days with local charity
- Team building events and outings
- Remote and flexible work environment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
FP&A Analyst gathering and analyzing financial data at IAA Holdings. Responsible for budget tracking and financial forecasting while maintaining compliance documentation.
Corporate Strategy & Finance Manager driving financial decision - making and insights in a hybrid role with Cetera. Supporting strategic planning and economic modeling for growth objectives and efficiencies.
Implementation Training Consultant providing training on Homecare Homebase's financial software. Supporting healthcare organizations in successful software adoption and operational efficiency.
Financial Strategy Analyst II supporting Corning Credit Union’s financial performance through data analysis and forecasting. Collaborating with finance team to enhance data - driven tools and insights.
Consultant providing strategic advice and technical assistance to facilitate Gender Lens Investing initiatives. Collaborating with project teams in Sri Lanka for gender equality and financial inclusion.
Financial Analyst supporting the MedTech EP & Neurovascular business across LATAM. Responsibilities include financial leadership and strategic support, with an emphasis on profitability optimization.
Digital Finance Specialist at Forcit Group developing digital financial solutions for decision making. Collaborating with finance, IT, and business units to ensure data quality and support growth.
Senior NetSuite Finance Consultant at Greenstep supporting clients with financial processes, system development, and NetSuite implementations. Join a tech - oriented, global growth company.
Vice President of Finance at Sitero overseeing global financial strategy, operational scalability, and long - term value creation. Collaborating with leadership to translate financial insights into actionable strategies.