Financial Benefits Analyst

Responsibilities

• Navigate carrier portals for data acquisition and development of client financial reporting dashboards
• Assist in building and updating Consulting-related tools and templates
• Work collaboratively with consulting and sales teams to provide financial related support
• Create ad-hoc analyses for informed client decisions
• Prepare financial analyses and exhibits for customer presentations
• Support the peer review process for data accuracy
• Troubleshoot and support Excel and spreadsheet issues for consulting and sales teams
• Effectively manage multiple projects while meeting deadlines
• Develop strong relationships with cross-functional teams and third party solution partners

Requirements

• 1-3 years experience working in the benefits consulting or healthcare industry
• Highly proficient in MS Excel, Word, and PowerPoint
• Equivalent professional experience

Preferred Qualifications

• 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

Benefits

• Flexible Time Off and paid company holidays
• 100% remote environment (US based)
• Medical, Dental, and Vision insurance
• HSA, FSA, HRA, Life, Disability, and Employee Assistance Program
• Wellness benefits including Headspace, Wellhub, Rocket Lawyer, One Medical, and Kindbody
• Financial education with Betterment
• Stock options for all full-time employees
• $1,000 WFH Stipend
• Paid Parental & Bonding Leave
• Employee Referral Bonus Program

About the Company

Bennie is an employee benefits services and technology firm that helps companies create a healthier workplace. 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.