Consultant Financial Analyst

Nfp • Cleveland, OH

337d • $94,000 - $117,000

About The Position

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. This full-time position requires review of day-to-day financial reporting and analysis for select clients. The position includes reviewing data for accuracy and creating client specific reports for analysis and review. The position requires strong critical thinking, active listening, presentation and communication skills. Additionally, the Consulting Financial Analyst will serve as a mentor to a Junior Analyst.

Requirements

• Four-year college or university degree. 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
• Intermediate to Advanced Microsoft Excel skills required
• Microsoft Access and Microsoft Fabric, Power BI skills preferred
• Employees required to possess or obtain the Ohio Life and Health License within four months of employment

Responsibilities

• Review self-funded, financial reports and provide comments to Account Management team for monthly or quarterly discussions
• Manage claims audit, dependent audit, and plan optimization/contribution differential analysis process
• Develop self-funded renewal projections, assist in the preparation of financial renewal summary, prepare alternate funding options
• Prepare stop loss sensitivity analysis for self-insured clients
• Review client IBNR reserve analysis templates prior to actuarial review
• Proof exhibits created by Level 1 Analysts for mathematical, formulaic, spelling, grammatical and branding errors and ensure they are client-ready
• Update excel-based templates/models to improve the reporting or renewal process
• Attend seminars or educational activities to stay updated on the latest developments, trends and regulations in the marketplace
• Attend client meetings on an as-needed basis to review financial reports
• Maintain confidentiality, HIPAA and GDPR compliance with all client information obtained in the course of work
• Build and maintain solid relationships with carrier sales representatives and Account Management teams
• Collaborate with Account Management teams and clients to design, create and deliver analytic results that drive strategic decision-making and demonstrate the value provided by products and services purchased
• Contribute to the development and enhancement of analytic deliverables; actively participate in department, team and client meetings
• Additional duties as assigned

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Food Services and Drinking Places
• Education Level: Bachelor's degree