Financial Analyst - Employee Benefits

Lockton is seeking an Employee Benefits Financial Analyst to support its Analytics & Insights team. The role focuses on preparing financial reports, maintaining data resources, assisting with pricing and trend models, analyzing data, and supporting cost management and benchmarking initiatives for employee health benefits.

What you'll do:

• Prepare routine financial and statistical reports for internal use, ensuring accuracy and clarity
• Maintain and update data templates, spreadsheets, and databases to support team reporting needs
• Assist in the development and application of standard financial models and formulas under supervision
• Analyze internal data to identify trends and support decision-making for client initiatives
• Support the benchmarking process by gathering and organizing relevant data
• Collaborate with team members to ensure timely completion of deliverables
• Stay informed on relevant industry developments and internal policies
• Protect the confidentiality of company and employee information at all times
• Participate in team meetings and training sessions as required

What they're looking for:

• Bachelor's degree in a business-related field or equivalent education and/or experience, with emphasis in math, statistics, or finance required
• 1–3 years of relevant experience in data analysis, financial reporting, or a related field
• Basic understanding of financial and statistical concepts; willingness to learn more advanced modeling
• Proficiency in Microsoft Excel and other Microsoft Office applications
• Strong organizational skills and attention to detail
• Effective written and verbal communication skills for internal collaboration
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Willingness and ability to expand knowledge through extended insurance education and other appropriate training
• Legally authorized to work in the United States
• Familiarity with PowerBI/SQL/Python is a plus