Financial Analyst

2 weeks ago

Plano, United States Lockton Companies Full time

Financial Analyst - Integrated Absence Solutions 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. Secondary locations

Minneapolis, Philadelphia, Houston, San Antonio, Dallas, Kansas City, Baton Rouge

Business unit

Lockton-Dunning Series Schedule

Full-time Job type

Standard Workplace

Hybrid Your Responsibilities

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 Qualifications

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 Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal 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 critical to our long-term success. About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

#J-18808-Ljbffr

  • Financial Analyst

    3 weeks ago

    Plano, United States Robert Half Full time

    Robert Half is partnering with a great company looking for a new Financial Analyst. HYBRID schedule. Candidates must be living in DFW and local. The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable...

  • Financial Analyst

    3 weeks ago

    Plano, United States Robert Half Full time

    Robert Half is partnering with a great company looking for a new Financial Analyst. HYBRID schedule. Candidates must be living in DFW and local. The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable...

  • Senior Manager, Financial Analysis

    1 week ago

    Plano, United States Capital One Financial Corp Full time

    Main finance partner for the Auto Finance CTO - Attract, manage, coach, and develop junior analysts. Create connections across the team and organization to drive collaboration. Ownership of budget and forecast accuracy for areas of responsibility. Le Financial, Manager, Finance Manager, Senior, Accounting, Financial Planning, Banking

  • Senior Financial Analyst

    2 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

    15 hours 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 days 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,...

  • Credit Analyst I

    2 days ago

    Plano, United States Capital One Financial Corp Full time

    Analyzes complex personal and corporate loan portfolio financial statements for loan risk rating and monitoring purposes on a single loan and relationship basis. Responsible for reviewing risk factors such as contingent liabilities recurring cash flo Credit Analyst, Analyst, Technology, Banking, Credit

  • Financial Analyst

    2 weeks 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

    2 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...

  • 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,...

  • 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

    3 weeks 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...

  • Sr. IT Financial Analyst

    1 week 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...

  • Senior Financial Analyst FPA

    2 weeks ago

    Plano, United States CornerStone Staffing Full time

    Job Description Job Description CornerStone Professional Placement is seeking a Senior FP&A Analyst for a highly regarded client located in Plano, TX. As the Senior FP&A Analyst , you will be responsible on budgeting, forecasting, financial analysis, partnership invoicing support, maintaining reporting, leading special projects, and collaborating with other...

  • Sr. IT Financial Analyst

    3 weeks 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...

  • Senior Financial Analyst FPA

    1 week ago

    Plano, United States CornerStone Staffing Full time

    Job DescriptionJob DescriptionCornerStone Professional Placement is seeking a Senior FP&A Analyst for a highly regarded client located in Plano, TX. As the Senior FP&A Analyst, you will be responsible on budgeting, forecasting, financial analysis, partnership invoicing support, maintaining reporting, leading special projects, and collaborating with other...

  • Financial Planning Analyst

    3 weeks ago

    Plano, United States Cinemark Full time

    Join Our TeamAs 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...

  • Financial Planning Analyst

    3 weeks ago

    Plano, United States Cinemark Full time

    Join Our TeamAs 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...

  • Financial Coordinator/Reporting Analyst

    2 weeks ago

    Plano, United States Yoh, A Day & Zimmermann Company Full time

    Financial Coordinator & Reporting Analyst12+ month contractPlano, TX (Remote)Looking for an F&A Analyst with Ariba, SAP/BPC, and Excel skills.This person will be responsible for supporting the budgets for Chief Product Owners and handle the consolidated reporting for each group.This person will also be responsible for any reporting required by those...

  • Financial Coordinator/Reporting Analyst

    3 weeks ago

    Plano, United States Yoh, A Day & Zimmermann Company Full time

    Financial Coordinator & Reporting Analyst12+ month contractPlano, TX (Remote)Looking for an F&A Analyst with Ariba, SAP/BPC, and Excel skills.This person will be responsible for supporting the budgets for Chief Product Owners and handle the consolidated reporting for each group.This person will also be responsible for any reporting required by those...