Financial Analyst (Remote)

HR Prospect is seeking a Financial Analyst to join their dynamic Employee Benefits team. This pivotal support role combines analytical prowess with client-focused service, engaging in daily data analysis and reporting tailored to meet client needs.

What you'll do:

• Download monthly client experience reports (source documents) from insurance carriers via email or web portal for assigned book of clients
• Review the source documents for accuracy and ensure that they include all the required data for that specific report
• Load source documents into the NFP file system, saving in accordance with NFPCS filing conventions
• Prepare financial and utilization reports (based on the source documents) to be used in monthly/quarterly experience reports, annual forecasting (renewals) and any ad-hoc analysis for fully insured clients
• Assist Financial Consultants with preparing financial and utilization reports for large/self-insured clients
• Attend client meetings and perform follow-up with clients/team members on action plan items to ensure timeliness and accuracy
• Stay up to date with the latest developments, trends, and regulations in the employee benefits marketplace
• Build and maintain solid relationships with clients as well as carrier sales representatives and account managers

What they're looking for:

• Ability to correspond on all financial issues in a clear, concise and persuasive manner
• Effectively establish rapport, present information and respond to questions from managers, clients and coworkers
• Strong Analytical Skills
• Ability to prioritize
• Excellent organizational skills
• Strong knowledge of Microsoft Excel
• Four-year college or university degree. Finance/Statistics/Mathematics or related studies is required
• Working knowledge of the group insurance marketplace

Benefits:

• Remote position