Financial Analyst

1 month ago

Plano, United States Lockton, Inc. Full time
Job Summary:

Due to our success and increased business opportunities, we are looking for a Financial Analyst within the Integrated Absence Solutions Practice. The position will be primarily focused on delivering quality services and financial acumen to clients and client teams, while also supporting in the build/maintenance of financial and reporting tools that aid in the automation of client work. The ideal candidate will demonstrate some group life and disability benefits experience, a high level of professionalism, the ability to work well in a fast-paced environment, the flexibility to easily adapt to changing priorities and desire to engage in new opportunities to learn.

  • Use IAS established tools to perform life insurance, disability, leave of absence and paid time off financial modeling including the following:

    • Budget projections
    • Financial/population impact of alternative designs
    • Paid time off liability, termination payouts and accrual analysis
  • Collaborate with IAS colleagues to collect and review data for accuracy, as well as develop and track project deadlines
  • Create new financial reporting templates; update existing templates to improve standard models used in analysis
  • Peer reviewer of financial and population impact analysis conducted by other IAS team members
  • Prepare spreadsheets, graphs, and other illustrative tools for presentations and reports
  • Prepare custom reports and analysis for specific client needs
  • Integrate data from multiple data sources into relevant client reports
  • Participate in work teams to develop new IAS financial/reporting tools and intellectual capital
  • Become adept at using Lockton benchmarking tools and in sourcing/using external surveys
  • Support the process in evaluating the competitiveness of life, disability and leave of absence renewal pricing
  • Communicate in a positive manner to contribute to a cohesive, pleasant work environment
  • Keep informed of industry developments and products available in the marketplace
  • Make a positive contribution to customer satisfaction and constantly strive to improve service
  • Participate in internal office meetings as required
  • Other assignments as required


Requirements:

  • A Bachelor's Degree in Actuarial Science, Mathematics/Statistics, Business, or a Finance-related field with an emphasis in math, statistics, or finance required
  • 1-3 years of experience in the insurance industry, specifically in employee group life and disability benefits
  • Preference for a candidate actively pursuing an actuarial credential (ASA)
  • Excellent customer service skills, with the ability to develop strong client relationships
  • Proficient in MS Word, Excel and PowerPoint and ability to learn other programs as required
  • Alteryx, Microsoft VBA, and SQL experience highly preferred
  • Strong financial and analytical skills
  • Organizational and time management skills to prioritize heavy workloads and meet time sensitive deadlines
  • Strong verbal, written, and interpersonal skills to interact with associates, clients and vendors at all levels
  • Ability to work in a fast-paced environment and multi-task effectively
  • Handles confidential information in the best interest of both client and company
  • Legal right to work in the United States


#LI-KB1

  • Senior Financial Analyst

    7 days ago

    Plano, United States Fairway Lawn Services Inc Full time

    The Corporate HR team at Fairway Lawns is looking for a Sr. Financial Analyst due to sustained growth! Role: Sr. Financial Analyst    ☑ Experience: ·        3+ years experience as a Senior Financial Analyst, Financial Analyst or similar role·        Hands-on experience with Tableau·        Expertise in MS Excel (creating...

  • Senior Financial Analyst

    1 week ago

    Plano, United States Fairway Lawn Services Inc Full time

    The Corporate HR team at Fairway Lawns is looking for a Sr. Financial Analyst due to sustained growth! Role: Sr. Financial Analyst    ☑ Experience: ·        3+ years experience as a Senior Financial Analyst, Financial Analyst or similar role·        Hands-on experience with Tableau·        Expertise in MS Excel (creating...

  • Senior Financial Analyst

    1 week ago

    Plano, United States Fairway Lawn Services Inc Full time

    The Corporate HR team at Fairway Lawns is looking for a Sr. Financial Analyst due to sustained growth! Role: Sr. Financial Analyst    ☑ Experience: ·        3+ years experience as a Senior Financial Analyst, Financial Analyst or similar role·        Hands-on experience with Tableau·        Expertise in MS Excel (creating...

  • Senior Manager, Financial Analysis

    6 days ago

    Plano, United States Capital One Financial Corp Full time

    Plano 6 (31066), United States of America, Plano, Texas. Senior Manager, Financial Analysis. At Capital One, were building a leading information-based technology company. Still founder-led by Chairman and Chief Executive Officer Richard Fairbank, Ca Manager, Financial, Financial Analyst, Senior, Business, Accounting

  • Financial Analyst 2

    3 days ago

    Plano, United States Aditi Consulting Full time

    Summary: The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. Job Responsibilities:...

  • Senior Financial Analyst

    4 weeks ago

    Plano, United States Benchmark Mortgage Full time

    Position Overview : The Senior Financial Analyst provides financial planning information to leadership that allows for insight into business revenues, expenses and trends in order to strategically plan for Success. Ideal candidates for this position possess strong modeling and analytical skills, an ability to serve as a business partner, and the ability to...

  • Senior Financial Analyst

    2 weeks ago

    Plano, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards initiative-takers and those who are committed to doing what is best for our customers. Brown & Brown is looking to add a Senior Financial Analyst within our FP&A Corporate Finance Department with a focus on Technology spending. This individual will be a critical member of the Technology Finance team,...

  • Senior Financial Analyst

    3 weeks ago

    Plano, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards initiative-takers and those who are committed to doing what is best for our customers. Brown & Brown is looking to add a Senior Financial Analyst within our FP&A Corporate Finance Department with a focus on Technology spending. This individual will be a critical member of the Technology Finance team,...

  • Financial Analyst

    1 month ago

    Plano, United States Cinemark Full time

    Join Our Team As part of our Cinemark Universe, you'll discover fun opportunities with real growth potential and plenty of perks. With 500+ theatres and nearly 6,000 screens; we're truly a global presence of 20,000 movie lovers working together to make unforgettable experiences. Role Summary: This position will provide financial and analytical reports. Main...

  • Sr. IT Financial Analyst

    3 weeks ago

    Plano, United States Elan Partners Full time

    TITLE: Sr. IT Financial Analyst – (Hybrid) Direct Hire Opportunity No Sponsorship Hybrid - 3 Days Onsite, 2 Days Remote As a Sr. IT Financial Analyst our client is seeking a skilled leader to provide their executive team with timely, high-quality, and accurate annual operating plans, long-term forecasts, and quarterly revisions while conducting the...

  • Senior Financial Analyst

    1 month ago

    Plano, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards initiative-takers and those who are committed to doing what is best for our customers. Brown & Brown is looking to add a Senior Financial Analyst within our FP&A Corporate Finance Department with a focus on Technology spending. This individual will be a critical member of the Technology Finance team,...

  • Senior Financial Analyst

    1 week ago

    Plano, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards initiative-takers and those who are committed to doing what is best for our customers. Brown & Brown is looking to add a Senior Financial Analyst within our FP&A Corporate Finance Department with a focus on Technology spending. This individual will be a critical member of the Technology Finance team,...

  • Senior Financial Analyst

    1 month ago

    Plano, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards initiative-takers and those who are committed to doing what is best for our customers. Brown & Brown is looking to add a Senior Financial Analyst within our FP&A Corporate Finance Department with a focus on Technology spending. This individual will be a critical member of the Technology Finance team,...

  • Financial Analyst

    1 month ago

    Plano, Texas, United States Lockton, Inc. Full time

    Job Summary: Due to our success and increased business opportunities, we are looking for a Financial Analyst within the Integrated Absence Solutions Practice. The position will be primarily focused on delivering quality services and financial acumen to clients and client teams, while also supporting in the build/maintenance of financial and reporting tools...

  • Senior Financial Analyst

    2 weeks ago

    Plano, United States Charitable Recruiting Full time

    Our client is a growing B2C construction organization seeking a Sr. Financial Analyst for their growing business. In the role, you'll be empowered to support the organization's growth and goal of providing customers first in class recreational construction project support. What You are Responsible For: Operating independently to analyze and model : Company...

  • Sr. IT Financial Analyst

    4 days ago

    Plano, United States Elan Partners Full time

    TITLE: Sr. IT Financial Analyst (Hybrid) Direct Hire Opportunity No Sponsorship Hybrid - 3 Days Onsite, 2 Days Remote As a Sr. IT Financial Analyst our client is seeking a skilled leader to provide their executive team with timely, high-quality, and accurate annual operating plans, long-term forecasts, and quarterly revisions while conducting the business...

  • Sr. IT Financial Analyst

    4 weeks ago

    Plano, United States Elan Partners Full time

    TITLE: Sr. IT Financial Analyst (Hybrid) Direct Hire Opportunity No Sponsorship Hybrid - 3 Days Onsite, 2 Days Remote As a Sr. IT Financial Analyst our client is seeking a skilled leader to provide their executive team with timely, high-quality, and accurate annual operating plans, long-term forecasts, and quarterly revisions while conducting the business...

  • Sr. IT Financial Analyst

    1 month ago

    Plano, United States Elan Partners Full time

    TITLE: Sr. IT Financial Analyst – (Hybrid)Direct Hire OpportunityNo SponsorshipHybrid - 3 Days Onsite, 2 Days RemoteAs a Sr. IT Financial Analyst our client is seeking a skilled leader to provide their executive team with timely, high-quality, and accurate annual operating plans, long-term forecasts, and quarterly revisions while conducting the business...

  • Sr. IT Financial Analyst

    1 week ago

    Plano, United States Elan Partners Full time

    TITLE: Sr. IT Financial Analyst – (Hybrid)Direct Hire OpportunityNo SponsorshipHybrid - 3 Days Onsite, 2 Days RemoteAs a Sr. IT Financial Analyst our client is seeking a skilled leader to provide their executive team with timely, high-quality, and accurate annual operating plans, long-term forecasts, and quarterly revisions while conducting the business...

  • Financial Risk Analyst

    6 days ago

    Plano, United States Russell Tobin Full time

    Pride Global/Russell Tobin is currently seeking Financial Risk Analyst to support our client. This is an excellent opportunity to work with a dynamic team and gain valuable experience in the Software industry. Potential to extend or convert for the right candidate. Apply today for consideration!Position: Financial Risk AnalystLocation: Plano, TX 75024...