Financial Analyst - Hybrid (Chicago, IL)

OneDigital•Chicago, IL

3d•Hybrid

About The Position

This role supports client benefit strategy by delivering financial analysis, renewal modeling, market evaluations, and compliance support. The position partners closely with carriers, consultants, and account teams to manage renewals, RFPs, and ongoing client reporting while ensuring accuracy, organization, and strong client service.

Requirements

Strong analytical skills with the ability to identify trends and patterns in complex data
Solid quantitative and math skills
Strong organization, time management, and project management abilities
Excellent written and verbal communication skills
Ability to manage multiple client priorities and deadlines in a fast-paced environment
Strong interpersonal skills and professional presence
Ability to present data and insights, occasionally to executive audiences
Bachelor’s degree in Business, Finance, Math, Accounting, or related field, preferred
3+ years of relevant professional experience
Advanced proficiency in Excel and strong Microsoft Office skills
Experience working with a group insurance carrier, broker, or consultant
Knowledge of group insurance products (medical, dental, pharmacy, life, disability, CDHPs)
Experience with database applications a plus

Responsibilities

Prepare financial reports, renewal projections, pricing models, contribution modeling, and other plan performance analyses
Create clear and accurate market exhibits, renewal materials, and client presentations
Own and project manage the RFP process for assigned clients, including finalist presentations
Collect, audit, analyze, and interpret carrier and claims data to support client renewals and financial deliverables
Maintain accurate market, renewal, and client data in internal systems including D365 and Client Action Logs
Partner with carriers, consultants, and internal teams to support renewals and ongoing client needs
Advise clients on carrier deliverables and communicate findings throughout the plan lifecycle
Distribute and interpret monthly carrier performance reports
Prepare benchmarking and financial workbooks for Client Stewardship and Midyear meetings
Support annual client compliance requirements (e.g., RxDC, 5500s, PCORI, Creditable Coverage, Discrimination Testing)
Maintain organized documentation for renewals, reporting, and ongoing claims data
Review peer deliverables to ensure accuracy and consistency
Support special projects and additional duties as assigned