Senior Financial Analyst

Summary: This is a full-time position. The Senior Financial Analyst is client facing and will serve as the analyst for clients with fully insured and self-insured health plans. The position requires day-to-day financial analysis, modeling and reporting for a specific set of clients.

Essential Duties and Responsibilities:

  • Prepare monthly claims reports and exhibits as a part of client management on all large accounts
  • Act as the subject matter expert in terms of Underwriting and Financial Analysis.
  • Make recommendations regarding financial issues including appropriate renewal rating, cost drivers, plan design changes, and funding methods.
  • Attends client meetings/calls and leads financial discussion.
  • Prepare financial modeling of plan designs, employee contributions and specific stop loss considerations.
  • Manages about 30-40 accounts with a variety of products, funding arrangements, regions and demographics.
  • Manage workload effectively by prioritizing work and deliverables for yourself and other members of the Analytics team.
  • Provide mentoring and coaching to team members. The Senior Analyst is expected to train and mentor all other team members within Analytics.
  • Ensure client deliverables are complete, accurate and confirm to standard formats.
  • Additional duties as assigned.

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