FP&A Solution Consultant, Presales Engineer
Datarails
Job Level
Junior
About the role
- Supports marketing and financial analysis for clients' group benefit programs
- Analyzes and evaluates benefits offerings, industry trends, and workforce strategy
- Creates illustrations, market exhibits, presentations, and financial deliverables
- Project-manages Request for Proposal (RFP) processes for clients
- Maintains market information and client files, source data, and renewal process documentation
- Builds and maintains relationships with carrier partners, consultants, and internal teams
- Collects, researches, audits, and interprets data for renewals and financial reporting
- Advises clients on carrier deliverables and reports findings
- Reviews and critiques peers’ deliverables
- Uses carrier reporting tools to analyze utilization and projections
- Attends client meetings and presents data findings when appropriate
- Other duties and special projects as assigned
Requirements
- Ability to analyze data and recognize analytical patterns
- Proficient in math and quantitative concepts (ratios, weighted averages, percentages, etc.)
- Strong organization, time management, prioritization, and project management skills
- Strong verbal and written communication skills
- Ability to effectively handle multiple and changing client priorities and deadlines
- Ability to evaluate, adapt, and pivot to industry, internal team, company objectives, and client needs
- Ability to effectively present data
- Excellent interpersonal skills
- Demonstrates a high level of professionalism
- Bachelor’s degree in Business, Finance, Math, Accounting, or related field, preferred
- Proficient in all Microsoft Office products, required
- Intermediate to advanced proficiency in Microsoft Excel, required
- 1-3 years of translatable professional experience, preferred
- Experience working for a group insurance carrier, broker, or consultant, preferred
- Knowledge of group insurance products, including medical, dental, CDHPs, pharmacy, life, and disability, is strongly preferred
- Experience with database applications, a plus
- Project management experience a plus
