Financial Planning Senior Analyst managing marketing finance operations for budgeting and performance analysis. Partnering with marketing leadership to optimize spend effectiveness and improve ROI.
About the role
- Financial Analyst supporting employee benefits team with data analysis, reporting, and client service. Ideal for detail-oriented professionals passionate about data-driven decision-making.
Responsibilities
- Join our dynamic Employee Benefits team in a pivotal support role
- Engage in daily data analysis and reporting tailored to meet the unique needs of our clients
- Manage and meticulously review vendor reports to ensure accuracy
- Create comprehensive client-specific reports that provide valuable insights
- Participate in meetings to discuss findings and strategies
Requirements
- Bachelors in Risk Management and Insurance, Actuarial Science, Finance, Statistics, Mathematics is highly preferred
- 3+ years of related experience with an employee benefits consultant/ broker or medical insurance carrier
- Strong Analytical Skills
- Strong knowledge of Microsoft Excel
- Proficiency with Power Query, Power BI and Visual Basic
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
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