Financial Analysis Consultant, Claims Finance
About The Position
The Financial Analysis Consultant will be a key member of the Claims Finance team, reporting directly to the Director of Claims Finance. This role serves as the primary finance partner for Claims Solutions and other Claims support organizations, providing financial planning, forecasting, expense management, strategic analysis, and decision support to business leaders. The successful candidate will develop deep partnerships across Claims leadership, Workforce Management, and Finance to provide actionable insights on expenses, staffing, operational performance, and business initiatives. This position offers significant exposure to senior leaders and the opportunity to influence strategic business decisions through financial analysis and operational insights. This position will be Hybrid in our Hartford, CT (Tuesday, Wednesday & Thursday in office).
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field preferred.
- 5+ years of experience in Finance, FP&A, Accounting, Business Analytics, or a related discipline.
- Strong financial planning, forecasting, budgeting, and analytical skills.
- Advanced Microsoft Excel skills required; experience with TM1, Tableau, Power BI, or similar analytical tools preferred.
- Strong verbal and written communication skills with the ability to present financial information and business insights to various levels of management.
- Proven ability to build partnerships and influence business decisions through data-driven analysis.
- Self-starter with strong organizational skills and the ability to manage multiple priorities in a fast-paced environment.
- Demonstrated problem-solving mindset and ability to identify opportunities to improve processes and reporting.
- Insurance industry or operational finance experience preferred.
Responsibilities
- Serve as the primary Finance partner supporting Claims Solutions and other assigned Claims organizations, providing financial guidance and strategic decision support.
- Lead monthly reporting, forecasting, outlooks, annual planning, and variance analysis for assigned business areas
- Prepare executive-level financial exhibits, Monthly Business Review (MBR) materials, presentations, and management reporting for Claims and Finance leadership
- Perform monthly financial analysis and maintain a regular cadence with business partners to communicate key insights, emerging trends, risks, and opportunities
- Perform monthly reporting and financial analysis for Unallocated and Allocated Loss Adjustment Expenses (ULAE and ALAE) as well as Claim Volume and Volume driver analysis
- Ensure accurate accounting and reporting of expenses, including allocations, accruals, reserve-related expenses, and other financial transactions
- Partner with Workforce Management and operational leaders to analyze staffing trends, productivity metrics, workload forecasts, and organizational needs
- Develop operational and financial analyses that connect business performance drivers - including staffing, utilization, claim volumes, referrals, vendor spend, and cost-per-claim metrics to financial results
- Support process improvement, automation, and reporting enhancement initiatives to improve efficiency and strengthen decision support capabilities
Benefits
- short-term or annual bonuses
- long-term incentives
- on-the-spot recognition
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
