Financial Analyst

2 weeks ago


Berwyn, United States Alera Group, Inc. Full time

Overview:

The Financial Analyst & Underwriter is a key member of our client account team, working closely with the Consultant and Producer to deliver highly competent client service. The Financial Analyst & Underwriter will assist with a variety of projects and assist in guiding clients as they manage all financial aspects of their health and welfare benefits plans.

Responsibilities:
  • Review and monitor ongoing plan performance and resulting client deliverables
  • Lead and/or support financial modeling, budgeting, and renewal projections
  • Robust knowledge and understanding of financial tools and workbooks
  • Assist with calculation of premium equivalent rates for self-funded clients
  • Support benchmarking and data analytics
  • Lead data analysis and due diligence reviews for new business efforts and client projects
  • Support key processes and internal activities to deliver client facing services
  • Apply mathematical concepts in detailed and complex situations
  • Maintain proper filing processes
  • Lead and/or support market review and negotiation for stop loss contracts and renewals
  • Build and maintain positive relationships with internal staff as well as external clients, insurance carriers, vendors, and retained subject matter experts
  • Seek continual growth and expansion of employee benefits and industry knowledge
  • Lead and/or support calculations for regulatory fees (i.e. PCORI)
  • Manage and execute other projects as assigned
Qualifications:
  • PA Life and Health License (preferred and maintained as current)
  • Prior Employee Benefits experience required.
  • Bachelors degree or equivalent experience
  • Proven history of self-direction, creativity, and ability to meet deadlines
  • Critical thinking, problem-solving and analytical skills
  • Excellent working knowledge of MS Office Suite (Word, PowerPoint, Outlook) with expert knowledge of Excel
  • Strong rapport building skills
  • Excellent follow though and attention to detail
  • Strong analytical skills and judgment
  • Excellent written, communication and presentation skills
  • Effective time management skills with strong organizational and prioritization abilities
  • Ability to work well in a fast paced, high pressure environment
  • May require travel to service clients
  • Ability to work extended hours during peak periods


Equal Opportunity Employment:

We're an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

#LI-AM1

#LI-Hybrid


  • Financial Analyst II

    3 weeks ago


    Berwyn, Pennsylvania, United States Envestnet Full time

    Financial Analyst II Job DescriptionEnvestnet is seeking a highly skilled Financial Analyst II to join our Finance team. This role is expected to report to our Berwyn, PA office.About EnvestnetEnvestnet is a leading independent provider of technology-enabled investment and practice management solutions to financial advisors. Our mission is to empower...

  • Financial Analyst

    1 month ago


    Berwyn, United States Alera Group Full time

     The Financial Analyst & Underwriter is a key member of our client account team, working closely with the Consultant and Producer to deliver highly competent client service.  The Financial Analyst & Underwriter will assist with a variety of projects and assist in guiding clients as they manage all financial aspects of their health and welfare benefits...

  • Financial Analyst

    3 weeks ago


    Berwyn, Pennsylvania, United States Alera Group Full time

    Financial Analyst & Underwriter RoleWe are seeking a highly skilled Financial Analyst & Underwriter to join our client account team at Alera Group. As a key member of our team, you will work closely with our Consultant and Producer to deliver exceptional client service.Key Responsibilities:Assist with a variety of projects, including financial modeling,...

  • Research Analyst

    6 days ago


    Berwyn, United States Sequoia Financial Group Full time

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...


  • Berwyn, Illinois, United States Alera Group, Inc. Full time

    Job Title: Financial Analyst and UnderwriterAbout the Role:The Financial Analyst and Underwriter is a key member of our client account team, working closely with the Consultant and Producer to deliver exceptional client service. This role requires a strong understanding of financial tools and workbooks, as well as excellent analytical and problem-solving...


  • Berwyn, Illinois, United States Playfly Sports Properties, LLC Full time

    Job Title: Senior Financial Analyst FP&AJoin our team at Playfly Sports Properties, LLC as a Senior Financial Analyst in FP&A. This role is a key member of the finance team, responsible for conducting detailed financial analysis, assisting in the preparation of reports, and contributing to the budgeting and forecasting processes.Responsibilities:Support the...


  • Berwyn, Pennsylvania, United States Playfly Sports Properties, LLC Full time

    Job Title: Senior Financial Analyst FP&AJoin our team at Playfly Sports Properties, LLC as a Senior Financial Analyst FP&A. In this role, you will support the finance team by conducting detailed financial analysis, assisting in the preparation of reports, and contributing to the budgeting and forecasting processes.Key Responsibilities:Develop and implement...


  • Berwyn, United States Playfly Sports Properties, LLC Full time

    Sr Financial Analyst, FP&A (OPEN TO PHILLY, NY, OR LA)Hybrid The Senior Financial Analyst (SFA) of FP&A will support the finance team by conducting detailed financial analysis, assisting in the preparation of reports, and contributing to the budgeting and forecasting processes. This role requires a strong analytical mindset, attention to detail, and the...

  • Financial Analyst

    4 weeks ago


    Berwyn, Pennsylvania, United States Alera Group Full time

    About the RoleThe Alera Group is seeking a highly skilled Financial Analyst & Underwriter to join our team. As a key member of our client account team, you will work closely with our Consultant and Producer to deliver exceptional client service.Key ResponsibilitiesFinancial Analysis: Review and monitor ongoing plan performance and resulting client...


  • Berwyn, Pennsylvania, United States AMETEK, Inc. Full time

    Job Title: Senior Corporate Development AnalystAMETEK, Inc. is seeking a highly skilled Senior Corporate Development Analyst to support its global acquisition efforts.The ideal candidate will be a key member of the team, working closely with experienced leaders in M&A to identify and evaluate strategic growth opportunities.Key Responsibilities:Support all...

  • Behavior Analyst

    2 weeks ago


    Berwyn, Pennsylvania, United States Devereux Advanced Behavioral Health Full time

    Unlock Your Potential with Devereux Advanced Behavioral HealthAre you passionate about making a difference in the lives of individuals with intellectual and developmental disabilities? Do you want to work in a dynamic and supportive environment that fosters growth and development? Look no further than Devereux Advanced Behavioral Health!About the RoleWe are...


  • Berwyn, Pennsylvania, United States Ametek, Inc. Full time

    Job Title: Senior Corporate Development Analyst Ametek, Inc. is seeking a highly skilled Senior Corporate Development Analyst to support its global acquisition efforts. As a key member of the team, you will play a crucial role in identifying, evaluating, and prioritizing strategic growth platforms for the company. Key Responsibilities: Support all phases...


  • Berwyn, United States AMETEK Full time

    As the Senior Corporate Development Analyst, you will serve as a key member of the team to support AMETEK's global acquisition efforts. Strategic acquisitions are a key growth strategy for AMETEK. You will work with, and learn from, experienced leaders in M&A, with a defined and proven process in place.How you will make an impact:Support all phases of the...


  • Berwyn, United States AMETEK Full time

    As the Senior Corporate Development Analyst, you will serve as a key member of the team to support AMETEK's global acquisition efforts. Strategic acquisitions are a key growth strategy for AMETEK. You will work with, and learn from, experienced leaders in M&A, with a defined and proven process in place.How you will make an impact:Support all phases of the...


  • Berwyn, United States The Stepping Stones Group Full time

    Board Certified Behavior Analyst (BCBA) Berwyn, IL The Stepping Stones Group is hiring a Board Certified Behavior Analyst to join our team in schools in Berwyn, IL! We are dedicated to providing unparalleled support to our professionals, ensuring they are equipped to make a significant impact in the lives of children. Surrounded by responsive and...


  • Berwyn, Illinois, United States The Stepping Stones Group Full time

    Transform Lives as a Board Certified Behavior AnalystWe are dedicated to providing unparalleled support to our professionals, ensuring they are equipped to make a significant impact in the lives of children. Surrounded by responsive and supportive clinical leaders, our team members enjoy meaningful interactive opportunities and exclusive access to content...

  • Business Architect

    1 month ago


    Berwyn, United States 7N Full time

    Looking for the prefect mix of a Business Architect / Analyst + Scrum Master + People LeadershipSomeone that understands Scrum & Agile Methodologies, while having a Deep Functional ability.Ability to document at a high level, create processes and direct traffic.Business Architecture ability for a company that is rapidly gone from a start up to an evolving...

  • Business Architect

    1 month ago


    Berwyn, United States 7N Full time

    Looking for the prefect mix of a Business Architect / Analyst + Scrum Master + People LeadershipSomeone that understands Scrum & Agile Methodologies, while having a Deep Functional ability.Ability to document at a high level, create processes and direct traffic.Business Architecture ability for a company that is rapidly gone from a start up to an evolving...

  • Behavioral Therapist

    3 weeks ago


    Berwyn, Illinois, United States The Stepping Stones Group Full time

    Transform Lives as a Board Certified Behavior AnalystWe are dedicated to providing unparalleled support to our professionals, ensuring they are equipped to make a significant impact in the lives of children. Surrounded by responsive and supportive clinical leaders, our team members enjoy meaningful interactive opportunities and exclusive access to content...

  • Director, Trade

    3 days ago


    Berwyn, United States Aytu Biopharma Inc Full time

    SUMMARY: The Director, Trade & Market Access executes strategies that support the business growth of Aytu BioPharma prescription products. Reporting to this individual is Analyst, Trade and Channel Operations. The Director, Trade & Market Access partners with Commercial, DEA Compliance, Manufacturing, Quality, Operations and Accounting to execute, support,...