Financial Analyst

Irvine, California, 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.

Lockton is seeking an Employee Benefits Financial Analyst to support the Analytics & Insights team by providing accurate financial data analysis and reporting for client programs. You will prepare and maintain routine financial reports, assist in developing pricing and trend models, and contribute to cost management strategies that help optimize employee health benefits. This position requires strong analytical skills, attention to detail, and a commitment to delivering reliable, high-quality results.

• Prepare routine financial and statistical reports for internal use, ensuring accuracy and clarity.
• Maintain and update data templates, spreadsheets, and databases to support team reporting needs.
• Assist in the development and application of standard financial models and formulas under supervision.
• Analyze internal data to identify trends and support decision-making for client initiatives.
• Support the benchmarking process by gathering and organizing relevant data.
• Collaborate with team members to ensure timely completion of deliverables.
• Stay informed on relevant industry developments and internal policies.
• Protect the confidentiality of company and employee information at all times.
• Participate in team meetings and training sessions as required.

Position Qualifications

• Bachelor's degree in a business-related field or equivalent education and/or experience, with emphasis in math, statistics, or finance required.
• 1-3 years of relevant experience in data analysis, financial reporting, or a related field
• Basic understanding of financial and statistical concepts; willingness to learn more advanced modeling.
• Proficiency in Microsoft Excel and other Microsoft Office applications; familiarity with PowerBI/SQL/Python is a plus.
• Strong organizational skills and attention to detail.
• Effective written and verbal communication skills for internal collaboration.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Willingness and ability to expand knowledge through extended insurance education and other appropriate training.
• Ability to work on a computer for prolonged periods and outside normal business hours as needed.
• Ability to travel by automobile and aircraft.
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
• Legally authorized to work in the United States.
• Ability to attend company, department, and staff meetings as required and perform other work-related duties as assigned.

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is…