Financial Coordinator

NFP•New York, NY

18h•$59,000 - $65,000•Hybrid

About The Position

As a Financial Coordinator you will have the opportunity to be part of a training class, learning the ins and outs of the Benefits industry. This entry-level role provides structured training and a clear development path within the Benefits team, offering hands-on experience in client-facing analytics and financial modeling. This is an amazing opportunity to start in an entry level role and grow with us! This role follows NFP’s hybrid work model; specific in-office expectations vary by location and business need.

Requirements

Strong proficiency in Microsoft Excel; working knowledge of PowerPoint.
Ability to work independently, manage time effectively, and meet deadlines.
Strong analytical, organizational, and follow-up skills.
Clear and professional communication skills, both written and verbal.
Bachelor's degree required.
Licensing required within 6 months.

Nice To Haves

Basic understanding of employee benefits and carrier products.
Familiarity with benefits administration or healthcare reform concepts.
Comfort presenting information in smallâ group settings.
1–2 years of relevant experience preferred but not required; internships or coursework in finance, analytics, or benefits are helpful.

Responsibilities

Prepare financial analyses using Excel and internal tools.
Download, transform, and format carrier data to create standardized claims reports.
Support financial modeling for client meetings and deliverables.
Assist with program renewals and competitive market analyses.
Participate in internal meetings to plan client deliverables.
Attend client meetings and complete followâ up items accurately and on time.
Compile and validate datasets for analytics projects.
Provide support for ad hoc reporting and analytical requests.
Develop strong working relationships with clients, carrier representatives, and internal account managers.