- Navigate carrier portals for data acquisition and development of client financial reporting dashboards
- Assist in building and updating Consulting-related tools and templates
- Work collaboratively with our consulting and sales teams to provide financial related support
- Create ad-hoc analyses for informed client decisions
- Prepare financial analyses and exhibits for customer presentations
- Support the peer review process for data accuracy
- Troubleshoot and support Excel and spreadsheet issues for consulting and sales teams
- Effectively manage multiple projects while meeting deadlines
- Develop strong relationships with cross-functional teams and third party solution partners