Finance Business Partner guiding SaaS financial insights with close collaboration to CFO. Influencing business decisions via budgeting, forecasting, and data analytics in dynamic finance team.
About the role
- Financial Analyst overseeing financial reporting and analysis for clients at NFP. Mentoring Junior Analyst and ensuring data accuracy in reporting and analysis processes.
Responsibilities
- Review day-to-day financial reporting and analysis for select clients
- Review data for accuracy and create client specific reports for analysis and review
- Serve as a mentor to a Junior Analyst
- Manage claims audit, dependent audit, and plan optimization/contribution differential analysis process
- Develop self-funded renewal projections and assist in preparation of financial renewal summary
- Prepare alternate funding options
- Review client IBNR reserve analysis templates prior to actuarial review
- Proof exhibits created by Level 1 Analysts
- Update excel-based templates/models to improve the reporting or renewal process
- Attend seminars or educational activities to stay up-to-date on latest developments
- Attend client meetings to review financial reports
Requirements
- Four-year college or university Finance/Statistics/Mathematics is preferred or 6+ years of equivalent work experience
- 3-5 years of related experience and/or training with a carrier, consultant or broker
- Strong Microsoft Excel skills required
- Microsoft Access and Microsoft Power BI and Power Query skills preferred
- Employees required to possess or obtain the Ohio Life and Health License within 4 months of employment.
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
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