Bennie
Employee Benefits
FinancialConsultingAnalyst
Neural analysis suggests this role is
optimal for Entry candidates.
“Financial Consulting Analyst at Bennie. Skills: MS Excel, Data analysis, Financial reporting. Support consulting delivery team. Achieve customer results”
What You'll Achieve.
Achieving exceptional customer results; Achieving customer satisfaction; Value creation and delivery for customers; Value creation and delivery for colleagues; Value creation and delivery for partners; Reduce overall health plan costs
Industry & Context.
Analytical; Troubleshoot and support Excel and spreadsheet issues
What They're Looking For.
Must Have
1-3 years experience working in the benefits consulting or healthcare industry
Nice to Have
Life & Health Producer’s License, Certification in data analysis or MS Excel, Extensive experience with pivot tables, VLOOKUP/HLOOKUP, INDEX/MATCH, conditional formatting, and data validation, Basic understanding of funding methodologies (including self-funded, level funded and fully insured), and underwriting
What You'll Do.
Support consulting delivery team
Achieve customer results
Navigate carrier portals
Develop client financial reporting dashboards
Build and update consulting tools
Provide financial support
Create ad-hoc analyses
Prepare financial analyses
Support peer review process
Troubleshoot Excel issues
Manage multiple projects
How You'll Work.
Team & Collaboration
Work collaboratively with consulting and sales teams; Develop relationships with cross-functional teams; Develop relationships with third party solution partners; Work collaboratively with customers; Work collaboratively with colleagues; Work collaboratively with partners
Communication Scope
Exceptional communication
Process & Methodology
Effectively manage multiple projects, Meeting deadlines
Full Job Description
About Bennie Bennie (www.bennie.com) is an employee benefits services and technology firm that helps companies create a healthier workplace. Bennie provides services and technology that are beyond what growing companies typically receive, yet exactly what they need. Bennie has built the ultimate benefits platform that connects disparate systems across the benefits supply chain to deliver a complete experience for employees, employers, and partners. Bennie’s technology, benefit plans, and service model are designed to enable employers and their employees to experience best-in-class outcomes that reduce overall health plan costs. Bennie’s team members use the platform and its data to supplement their market knowledge and bring innovative solutions to Bennie’s customers. Bennie is headquartered in Stamford, CT, and is a remote-first company with employees across the U. S. Core Values at Bennie As an organization, we value our team members who are Optimistic, Accountable, Thoughtful, and Healthy. We believe these values, known as our O.A.T.H., are essential for our collective success. The ideal candidate for this role will embody these values by: Maintaining a positive attitude throughout our journey of building our company. Being responsible for the quality of their work and for meeting their goals. Respecting our differences and looking out for one another. Believing in living complete lives that balance our work and personal time. About the role: The Financial Consulting Analyst is responsible for supporting the consulting delivery team in achieving exceptional customer results and satisfaction. The Financial Consulting Analyst should have relevant work experience in the benefits industry, with robust knowledge of Microsoft Excel, and other data analysis and modeling tools. Reporting to: Principal Financial Consultant Who You Are: The ideal candidate should possess exceptional analytical, communication, and relationship building skills; and is excited to join a fast-
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