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Employee Benefits Financial Analyst

2 months ago

Dallas, Texas, United States Holmes Murphy Full time


Are you seeking a dynamic work atmosphere that fosters personal growth and values your unique contributions? Do you desire a workplace that emphasizes holistic wellbeing, encourages community involvement, and celebrates both your achievements and those of our clients? If so, you are in the right place.

We are excited to announce an opening for a Financial Analyst within our Employee Benefits division. You might be the ideal candidate for this role. Please review the qualifications and consider applying.

Our team is looking for a Financial Analyst to enhance our Employee Benefits department.

Successful candidates will excel in a collaborative environment, showcasing strong interpersonal communication skills and a passion for continuous learning.


This position will support the underwriting and analytics team by providing financial and accounting analysis services aligned with the established goals and procedures of Holmes Murphy & Associates.


Key Responsibilities:
Financial/Clinical Reporting:
  • Generate and analyze monthly financial reports for clients.
  • Present financial reports to clients effectively.
  • Provide intermediate-level CLUE reporting and communicate findings to clients.
  • Analyze IBNR results with oversight from senior team members.
  • Demonstrate an intermediate understanding of data utilization.

Financial/Clinical Consulting:
  • Independently or collaboratively assist with client budget modeling as required.
  • Participate in client meetings and discussions.
  • Explain how evolving market conditions affect client health and welfare plans from both cost and clinical perspectives.

General Responsibilities:
  • Deliver timely, accurate, and courteous responses to colleagues, clients, and insurance providers.
  • Proactively address problem-solving opportunities.
  • Understand and articulate compliance regulations related to employee benefits, including HIPAA, ERISA, and PPACA, particularly in relation to client financial and budgetary needs.
  • Communicate plan designs, funding arrangements, and benefit adjustments clearly.
  • Manage intermediate financial and reporting projects related to health and welfare benefits.
  • Recommend strategic and tactical initiatives based on clinical and financial data.
  • Perform additional duties as assigned.
  • Adhere to Holmes Murphy & Associates policies and procedures in all job-related tasks.

Knowledge, Skills, and Abilities:
  • Proficient understanding of financial, accounting, mathematical, and healthcare concepts.
  • Strong programming skills and proficiency in Excel and PowerPoint.
  • Advanced data comprehension and application.
  • Excellent verbal and written communication skills, with the ability to present information effectively in client settings.
  • Detail-oriented with a strong ability to follow instructions and maintain accuracy.
  • Capable of listening to and addressing client needs and concerns.
  • Exceptional project and time management skills.
  • Able to prioritize tasks effectively and seek additional resources when necessary to ensure timely completion.

Qualifications:
Education:
A college degree is preferred. An active state-specific Life/Health Insurance agent license is also preferred.
Experience:
3-5 years of experience is ideal, particularly in life/health, employee benefits, or provider organizations.

Benefits:
In addition to standard benefits such as health, dental, and vision coverage, we offer:
  • Paid Parental Leave and supportive New Parent Benefits.
  • Company-sponsored continuing education and tuition reimbursement.
  • 401k Profit Sharing to secure your financial future.
  • Generous time-off policies in addition to paid holidays.
  • Support for community initiatives through paid volunteer time off and matching gifts to charities.
  • Commitment to diversity, equity, and inclusion with dedicated programs and opportunities for participation.
  • Annual merit increases and promotion opportunities based on performance.
  • Potential for discretionary bonuses.

Holmes Murphy & Associates is an Equal Opportunity Employer.