Financial Benefits Analyst
Based in the United StatesFull-TimeMiddle
Salary70,000 - 90,000 USD per year
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Job Details
- Experience
- 2–3 years
- Required Skills
- Data AnalysisMicrosoft ExcelReportingFinancial analysis
Requirements
- 2–3 years of experience in data analysis, financial analysis, or employee benefits analytics within insurance, consulting, or healthcare environments.
- Strong proficiency in Microsoft Excel and other Microsoft Office tools for data modeling and reporting.
- Experience working with group insurance products such as medical, dental, pharmacy, life, and disability coverage is highly preferred.
- Ability to analyze large datasets, identify patterns, and translate insights into actionable business recommendations.
- Strong written and verbal communication skills with the ability to present findings clearly to both technical and non-technical audiences.
- Excellent organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
- Bachelor’s degree in Business, Finance, Mathematics, Accounting, or a related field preferred.
- Experience with databases or healthcare analytics tools is a plus.
Responsibilities
- Analyze employee benefits data to identify trends, risks, and opportunities for plan optimization and cost mitigation.
- Develop financial models, illustrations, and analytical tools to support client benefit strategy and decision-making.
- Extract, clean, and validate data from multiple sources to ensure accuracy, consistency, and reliability of reporting outputs.
- Produce recurring client deliverables, including monthly, quarterly, and annual financial and utilization reports.
- Collaborate with account managers and sales teams to interpret utilization data and recommend plan design improvements.
- Design and maintain reporting processes, dashboards, and analytical frameworks to streamline data interpretation.
- Document analytical methodologies and maintain clear records of processes and outputs for internal and client use.
- Support mentorship and training of junior analysts while contributing to continuous improvement initiatives.
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