Employee Benefits Financial Analysis Consultant

The Hartford•Hartford, CT

6d•Hybrid

About The Position

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. The Consultant, Financial Planning & Analysis will be a key member of the Employee Benefits FP&A team within the Office of the CFO, partnering closely with senior finance leaders and business stakeholders to drive insight‑led decision making. This role plays a critical part in translating financial and operational data into actionable insights that support profitable growth, expense efficiency, and long‑term strategic objectives across Employee Benefits. This position is designed for a finance professional who thrives at the intersection of analytics, business partnership, and strategy—someone who moves beyond reporting to shape the narrative, challenge assumptions, and guide decision‑making. The role offers meaningful exposure to EB business functions, ownership of critical financial processes, and the opportunity to help advance FP&A toward a more agile, technology‑enabled, and insight‑focused future. This role will have a Hybrid work arrangement, with the expectation of working in an office ( Hartford, CT ) 3 days a week (Tuesday through Thursday).

Requirements

5+ years of progressive finance experience
Strong analytical and critical‑thinking skills, with the ability to synthesize complex data into actionable insights
Advanced Excel and financial modeling skills; strong PowerPoint / presentation capabilities
Working knowledge of data structures, data sources, and techniques for transforming unstructured data into structured, analyzable formats
Interest in leveraging automation, analytics, and emerging technologies (e.g., RPA, AI/ML) to increase insight and capacity within FP&A
Familiarity with insurance accounting and reporting, including knowledge of GAAP concepts
Excellent written and verbal communication skills, with comfort presenting to senior stakeholders
Ability to learn new tools and technologies quickly and adapt to evolving business needs
Demonstrated ability to manage multiple priorities, work independently, and collaborate effectively across teams
An undergraduate degree in finance, accounting, or related field is preferred

Nice To Haves

Experience with TM1/Planning Analytics and business intelligence tools (e.g., Power BI) preferred
CPA or MBA is a plus.

Responsibilities

Own monthly reporting, forecasting, and outlook development for assigned EB business functional expenses
Drive the development of periodic expense outlooks and the annual operating plan, ensuring assumptions align with business strategy and growth objectives
Build and present outlook walks that clearly explain changes between forecast periods and articulate underlying drivers
Review staffing projections and hiring timelines to accurately reflect expense impacts
Ensure accurate accounting of financials for monthly operating expense reserves and product allocations
Develop and evolve KPIs, operational metrics, and trend analyses to deepen insight and increase frequency of monitoring
Partner with the staff modeling team to assess drivers, assumptions, and alternative metrics to support multi‑year outlooks that align to strategic objectives and growth plans.
Drive continuous improvement in reporting, forecasting, and analytics through automation, advanced tooling, and elimination of low‑value activities
Leverage existing and emerging technologies to increase FP&A capacity and elevate insights, including planning tools, business intelligence platforms, and data automation solutions
Contribute to the team’s evolution toward more predictive and prescriptive analytics that provide deeper insight and forward-looking impacts
Serve as a trusted thought partner to business and finance leaders, framing complex problems and recommending financially sound solutions
Apply a financial lens to customer and business inputs, using metrics and data to challenge assumptions and drive efficiency
Translate complex financial and operational information into clear, compelling stories and executive‑ready materials