Financial Analyst

Locascio Hadden and Dennis • Carmel, IN

2d • $70,000 - $80,000 • Hybrid

About The Position

The Financial Analyst supports employee benefits consulting teams through advanced financial modeling, healthcare claims analysis, and strategic reporting. This role focuses on translating complex medical and pharmacy data into clear, defensible recommendations that inform employer benefit strategy. The work extends beyond reporting and requires critical thinking, sound judgment, and accountability for accuracy.

Requirements

• Bachelor’s degree in business, finance, risk management and insurance or marketing required, financial analysis background strongly preferred.
• 2 to 5 years experience in Financial Analysis or similar analytics role required
• Previous related experience and exposure to the employee benefits industry or equivalent preferred.
• Indiana Life and Health Insurance License or ability to obtain within a one year.
• Ability to proactively initiate and follow-through with multiple projects, with frequently changing priorities in a fast-pace entrepreneurial work environment.
• Ability to professionally and positively interact with clients at meetings to solve service or claim issues, to handle account administration, manage the RFP process and upselling or cross-selling additional services.
• Advanced skills in MS Excel, with proficiency in building spreadsheets and utilizing formulas.
• Ability to effectively use MS Word, Outlook and PowerPoint to produce effective presentations, correspondence and electronic communication.

Nice To Haves

• Previous related experience and exposure to the employee benefits industry or equivalent preferred.
• financial analysis background strongly preferred.

Responsibilities

• Analyze claims and utilization data for clients.
• Perform benchmarking and analysis.
• Project financial impact on various plan designs.
• Coordinate the stop loss administration.
• Work with clients to initiate, manage and analyze RFP responses.
• Work with insurance vendors and underwriters to obtain quotes, negotiate benefits programs and rates and determine appropriate carriers for clients.
• Recommend best benefit plans for clients based on plan analysis and vendor negotiation.
• Perform a variety of relationship management activities to maintain close contact with clients and deepen relationships.
• Develop and manipulate client reports.
• Continuous education to obtain job relayed designations.

Benefits

• Recognized as a “Best Places to Work” for 11 consecutive years
• Company-sponsored community service days
• 5-star AchieveWELL recognition for Wellness Program
• Employer HSA contributions
• Hybrid Work Schedule
• 401(k) - Safe harbor contribution of 3% of your salary plus discretionary matching contributions after a year of service
• Office perks: espresso machine, daily fruit bar, treadmill desk, outdoor patio & walking trail, workout facility, golf simulator

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level