Financial Analyst

Lockton • Atlanta, GA

7h

About The Position

Work collaboratively with client service teams to collect and review data for accuracy and consistency.
Integrate data from multiple data sources into relevant client reports.
Prepare routine financial reports for self-funded clients; review financial reports with client service teams.
Create basic and complex models to analyze, illustrate, and project loss trends.
Prepare spreadsheets, graphs, charts, diagrams, and other illustrative tools for presentations and reports.
Use financial modeler and other tools to predict financial impact of health reform on client plans.
Prepare custom reports and analysis for specific client needs.
Maintain market data and leverage use of benchmarks across clients.
Serve as a Subject Matter Expert on financial reporting.
Leverage internal systems knowledge and utilization within the department and among clients.
Keep informed of insurance industry developments and products available in the marketplace.
Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.
Participate in internal office meetings as required
Other responsibilities as assigned

Requirements

• Bachelor’s degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, or finance required.
• Excellent customer service skills, with the ability to develop strong client relationships with multiple clients
• Excellent computer skills including word processing and spreadsheet expertise
• Excellent organizational and communication skills
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States

Nice To Haves

• A working knowledge of welfare benefits with a basic understanding of risk and insurance concepts is preferred

Responsibilities

• Work collaboratively with client service teams to collect and review data for accuracy and consistency.
• Integrate data from multiple data sources into relevant client reports.
• Prepare routine financial reports for self-funded clients; review financial reports with client service teams.
• Create basic and complex models to analyze, illustrate, and project loss trends.
• Prepare spreadsheets, graphs, charts, diagrams, and other illustrative tools for presentations and reports.
• Use financial modeler and other tools to predict financial impact of health reform on client plans.
• Prepare custom reports and analysis for specific client needs.
• Maintain market data and leverage use of benchmarks across clients.
• Serve as a Subject Matter Expert on financial reporting.
• Leverage internal systems knowledge and utilization within the department and among clients.
• Keep informed of insurance industry developments and products available in the marketplace.
• Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.
• Participate in internal office meetings as required
• Other responsibilities as assigned

What This Job Offers

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