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Analyst of Financial Operations in Employee Benefits

2 months ago

Dallas, Texas, United States Holmes Murphy Full time


Are you seeking a dynamic work atmosphere that promotes personal growth and recognizes the unique contributions of each individual? If you value a holistic approach to well-being, an environment that encourages community involvement, and a culture that celebrates both your and our clients' achievements, then you may find your place with us.

We are excited to announce an opening for a Financial Analyst within our Employee Benefits division. This role is ideal for someone who thrives in a collaborative setting, possesses strong interpersonal communication skills, and has a passion for continuous learning.


Key Responsibilities:

  • Financial Reporting:
    Conducts and evaluates monthly financial reports for clients, presenting findings in a clear and concise manner.
  • Consulting Services:
    Independently or under guidance, assists in client budget modeling and participates in client meetings to discuss the impact of market trends on health and welfare plans.
  • General Duties:
    Ensures timely and accurate communication with co-workers, clients, and insurance providers. Takes initiative in problem-solving and maintains compliance with relevant regulations.
  • Project Management:
    Oversees intermediate-level financial and benefits-related projects, recommending strategic initiatives based on data analysis.


Required Skills and Qualifications:

  • Strong understanding of financial, accounting, and healthcare concepts.
  • Proficient in programming and software tools such as Excel and PowerPoint.
  • Excellent verbal and written communication skills, with the ability to present information effectively.
  • Detail-oriented with strong organizational and time management skills.
  • Ability to understand and address client needs effectively.


Educational Background:
A college degree is preferred, along with an active state-specific Life/Health Insurance agent license. Candidates should have 3-5 years of experience in a relevant field.


Benefits Offered:
We provide a comprehensive benefits package that includes health, dental, and vision coverage, as well as:

  • Paid parental leave and supportive benefits for new parents.
  • Company-sponsored continuing education and tuition reimbursement.
  • 401k profit-sharing contributions to support your future.
  • Generous time-off policies, encouraging employees to take the time they need.
  • Community engagement opportunities with paid volunteer time off.
  • Diversity, equity, and inclusion programs, including a paid Diversity Day.
  • Annual merit increases and promotion opportunities based on performance.
  • Potential for discretionary bonuses.

Holmes Murphy & Associates is committed to being an Equal Opportunity Employer.