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Bennie

Financial Consulting Analyst

Bennie

Financial Consulting Analyst supporting the consulting delivery team at Bennie to achieve customer results. Requires proficiency in Excel and relevant work experience in the benefits industry.

Posted 5/28/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $65,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact
  • Navigate carrier portals for data acquisition and development of client financial reporting dashboards
  • Assist in building and updating Consulting-related tools and templates
  • Work collaboratively with our consulting and sales teams to provide financial related support
  • Create ad-hoc analyses for informed client decisions
  • Prepare financial analyses and exhibits for customer presentations
  • Support the peer review process for data accuracy
  • Troubleshoot and support Excel and spreadsheet issues for consulting and sales teams
  • Effectively manage multiple projects while meeting deadlines
  • Develop strong relationships with cross-functional teams and third party solution partners

Requirements

What you’ll need
  • Equivalent experience
  • Highly proficient in MS excel, Word, and PowerPoint
  • 1-3 years experience working in the benefits consulting or healthcare industry

Benefits

Comp & perks
  • Flexible Time Off: We have a flexible vacation policy and offer paid company holidays
  • Remote-first environment: Bennie is 100% remote (must be based in the US)
  • Health Benefits that includes:
  • Medical/Dental/Vision
  • HSA & FSA, HRA, Life, Disability, & Employee Assistance Program
  • Wellness Benefits that includes:
  • Headspace
  • Wellhub
  • Rocket Lawyer
  • One Medical Membership
  • Kindbody
  • Financial education with Betterment
  • Stock Options: All full-time employees are granted stock options
  • Remote Work Stipend: A $1,000 WFH Stipend
  • Paid Parental & Bonding Leave
  • Employee Referral Bonus Program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
data acquisitionfinancial reportingfinancial analysisExcelspreadsheetsproject management
Soft Skills
collaborationcommunicationrelationship buildingtime management