Senior Financial Consultant

Boston, Massachusetts, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.

Philadelphia, New York City, Hartford, Washington DC

About Lockton Northeast:
For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.
We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.

Position Objective:
The Northeast Series of Lockton Companies is currently seeking a Senior Financial Consultant to handle a diverse range of analytical responsibilities in support of producers, consultants and client teams associated with all Health & Welfare product offerings. They will lead and mentor other associates in development of their financial acumen and support the continued growth of the Series regarding tools and behaviors associated with financial analytics.

• Lead complex analytics processes working with Lockton producers related to new business development for the series
• Lead financial work streams and serve as the primary financial strategist on assigned client teams, maintaining final ownership of financial deliverables and recommendations
• Lead financial analyses and presentations for prospect opportunities and finalist meetings, serving as the primary financial representative when appropriate
• Translate complex financial analyses into actionable recommendations that support client decision-making and long-term strategy
• Review claims experience reports to ensure accuracy and consistency for client presentation
• Develop and peer review claims projections using various sources of information for client presentation
• Complete peer review and present complex financial projects
• Model various plan designs and value plan changes
• Collaborate with specialty practices and core service team members to develop integrated solutions that support client objectives
• Communicate complex financial concepts effectively to non-financial audiences and senior client stakeholders
• Review renewals, prepare renewal and budget reports, and assist in renewal negotiations
• Develop comprehensive health insurance underwriting knowledge including strategic approaches to health care cost management
• Monitor emerging industry trends, market dynamics, and client performance indicators to support strategic recommendations and internal knowledge sharing
• Independently attend meetings with client to present projection/renewal results, as needed, function as financial leader for complex client relationships
• Act as a Facilitator between teams to create consistencies amongst the various reports and processes being monitored
• Provide coaching, feedback, and career development support to Financial Analysts and Senior Financial Analysts on client teams
• Provide and facilitate associate training on all components of financials
• Assist teams with financial analytics related to emerging and changing regulatory issues
• Assist with analysis related to M&A activities including financial due diligence, harmonization, and proforma budget development for both existing clients and prospects
• Perform special projects as necessary

General Responsibilities:

• Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
• Communicate in a positive manner to contribute to a cohesive, pleasant work environment
• Protect the confidentiality of information learned by performing the duties of the position
• Comply with Lockton procedures and policies
• Attend and present at company,…