Company
Insurance
FinancialBenefitsAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Benefits Analyst. Skills: Employee benefits analytics, Financial modeling, Data analysis. Analyze employee benefits data. Identify trends”
Industry & Context.
Data analysis; Identify patterns; Translate insights
What They're Looking For.
Must Have
2–3 years of experience in data analysis, 2–3 years of experience in financial analysis, 2–3 years of experience in employee benefits analytics, Proficiency in Microsoft Excel, Proficiency in Microsoft Office tools, Ability to analyze large datasets, Ability to identify patterns, Ability to translate insights into actionable business recommendations, Written communication skills, Verbal communication skills, Excellent organizational skills, Ability to manage multiple priorities, Ability to manage deadlines
Nice to Have
Experience with group insurance products, Experience with healthcare analytics tools, Bachelor’s degree in Business, Bachelor’s degree in Finance, Bachelor’s degree in Mathematics, Bachelor’s degree in Accounting, Bachelor’s degree in a related field, Experience with databases
What You'll Do.
Analyze employee benefits data
Identify opportunities for plan optimization
Identify opportunities for cost mitigation
Develop financial models
Develop illustrations
Develop analytical tools
Support client benefit strategy
Support decision-making
Extract data from multiple sources
Clean data from multiple sources
Validate data from multiple sources
Ensure accuracy of reporting outputs
Ensure consistency of reporting outputs
Ensure reliability of reporting outputs
Produce recurring client deliverables
Produce monthly financial reports
Produce quarterly financial reports
Produce annual financial reports
Produce monthly utilization reports
Produce quarterly utilization reports
Produce annual utilization reports
Collaborate with account managers
Collaborate with sales teams
Interpret utilization data
Recommend plan design improvements
Design reporting processes
Maintain reporting processes
Design analytical frameworks
Maintain analytical frameworks
Streamline data interpretation
Document analytical methodologies
Maintain clear records of processes
Maintain clear records of outputs
Support mentorship of junior analysts
Support training of junior analysts
Contribute to continuous improvement initiatives
How You'll Work.
Team & Collaboration
Collaborate with account managers; Collaborate with sales teams
Communication Scope
Written communication; Verbal communication; Present findings
Full Job Description
## Accountabilities Analyze employee benefits data to identify trends, risks, and opportunities for plan optimization and cost mitigation. Develop financial models, illustrations, and analytical tools to support client benefit strategy and decision-making. Extract, clean, and validate data from multiple sources to ensure accuracy, consistency, and reliability of reporting outputs. Produce recurring client deliverables, including monthly, quarterly, and annual financial and utilization reports. Collaborate with account managers and sales teams to interpret utilization data and recommend plan design improvements. Design and maintain reporting processes, dashboards, and analytical frameworks to streamline data interpretation. Document analytical methodologies and maintain clear records of processes and outputs for internal and client use. Support mentorship and training of junior analysts while contributing to continuous improvement initiatives. Requirements: 2–3 years of experience in data analysis, financial analysis, or employee benefits analytics within insurance, consulting, or healthcare environments. Strong proficiency in Microsoft Excel and other Microsoft Office tools for data modeling and reporting. Experience working with group insurance products such as medical, dental, pharmacy, life, and disability coverage is highly preferred. Ability to analyze large datasets, identify patterns, and translate insights into actionable business recommendations. Strong written and verbal communication skills with the ability to present findings clearly to both technical and non-technical audiences. Excellent organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment. Bachelor’s degree in Business, Finance, Mathematics, Accounting, or a related field preferred. Experience with databases or healthcare analytics tools is a plus. Benefits: Competitive base salary range of approximately $70,000–$90,000 annually, depending on e
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