Financial Analyst II

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:

This full-time position requires review of day-to-day financial reporting and analysis for select clients. The Financial Analyst reviews data for accuracy and creates client-specific reports for analysis and review. The analyst will also serve as a mentor to a Junior Analyst.

• Review self-funded financial reports and provide comments to Account Management team for monthly or quarterly discussions
• Manage claims audit, dependent audit, and plan optimization/contribution differential analysis processes
• Develop self-funded renewal projections, assist in the preparation of financial renewal summaries, and prepare alternate funding options
• Prepare stop loss sensitivity analysis for self-insured clients
• Review client IBNR reserve analysis templates prior to actuarial review
• Proof exhibits created by Level 1 Analysts for mathematical, formulaic, spelling, grammatical and branding errors and ensure they are client-ready
• Update Excel-based templates/models to improve reporting or renewal processes
• Attend seminars or educational activities to stay up-to-date on latest developments, trends and regulations in the marketplace
• Attend client meetings on an as-needed basis to review financial reports
• Maintain confidentiality and HIPAA compliance with all client information obtained in the course of work
• Build and maintain solid relationships with carrier sales representatives and Account Management teams
• Additional duties as assigned

• Critical Thinking – Using logic and reasoning to identify strengths and weaknesses of alternative solutions
• Active Listening – Giving full attention to others, understanding points being made, and asking appropriate questions
• Strong Presentation/Speaking Skills – Effectively communicating with individuals or groups
• Project Management – Taking ownership of projects and completing them through complex problem solving, operational analysis, quality control, and time management
• Multi-Tasking – Organizing work and managing time to meet deadlines
• Knowledge of benefits administration and industry trends preferred
• Ability to communicate financial issues clearly and persuasively
• Ability to establish rapport, present information, and respond to questions from managers, clients and coworkers
• Ability to work independently
• Strong communication and analytical skills
• 10% travel required (travel may increase with client growth)

• Four-year college or university degree in Finance/Statistics/Mathematics is preferred, or 6+ years of equivalent work experience
• 3-5 years of related experience and/or training with a carrier, consultant or broker
• Strong Microsoft Excel skills required
• Microsoft Access and Microsoft Power BI and Power Query skills preferred

• Employees required to possess or obtain the Ohio Life and Health License within 4 months of employment
• Ongoing
  
  Education:
  
  CE Requirements

We re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our People First culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $82,000 to $104,000.

The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.