Financial Analyst

Lockton • Phoenix, AZ

4h

About The Position

Lockton is seeking an Employee Benefits Financial Analyst to support the Analytics & Insights team by providing accurate financial data analysis and reporting for client programs. You will prepare and maintain routine financial reports, assist in developing pricing and trend models, and contribute to cost management strategies that help optimize employee health benefits. This position requires strong analytical skills, attention to detail, and a commitment to delivering reliable, high-quality results.

Requirements

• Bachelor’s degree in a business-related field or equivalent education and/or experience, with emphasis in math, statistics, or finance required.
• 1–3 years of relevant experience in data analysis, financial reporting, or a related field
• Basic understanding of financial and statistical concepts; willingness to learn more advanced modeling.
• Proficiency in Microsoft Excel and other Microsoft Office applications; familiarity with PowerBI/SQL/Python is a plus.
• Strong organizational skills and attention to detail.
• Effective written and verbal communication skills for internal collaboration.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Willingness and ability to expand knowledge through extended insurance education and other appropriate training.
• Ability to work on a computer for prolonged periods and outside normal business hours as needed.
• Ability to travel by automobile and aircraft.
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
• Legally authorized to work in the United States.
• Ability to attend company, department, and staff meetings as required and perform other work-related duties as assigned.

Responsibilities

• Prepare routine financial and statistical reports for internal use, ensuring accuracy and clarity.
• Maintain and update data templates, spreadsheets, and databases to support team reporting needs.
• Assist in the development and application of standard financial models and formulas under supervision.
• Analyze internal data to identify trends and support decision-making for client initiatives.
• Support the benchmarking process by gathering and organizing relevant data.
• Collaborate with team members to ensure timely completion of deliverables.
• Stay informed on relevant industry developments and internal policies.
• Protect the confidentiality of company and employee information at all times.
• Participate in team meetings and training sessions as required.

What This Job Offers

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