Financial Analyst
Prospect Engine LLC
full-time
Posted on:
Location Type: Remote
Location: New Jersey • United States
Visit company websiteExplore more
About the role
- Join our dynamic Employee Benefits team in a pivotal support role
- Engage in daily data analysis and reporting
- Manage and meticulously review vendor reports to ensure accuracy
- Create comprehensive client-specific reports that provide valuable insights
- Participate in meetings to discuss findings and strategies
- Download monthly client experience reports from insurance carriers
- Review the source documents for accuracy
- Load source documents into the NFP file system
- Prepare financial and utilization reports for clients
- Assist Financial Consultants with report preparation
- Attend client meetings and perform follow-up on action plan items
- Build and maintain solid relationships with clients and carriers
Requirements
- Four-year college or university degree
- Finance/Statistics/Mathematics or related studies is required
- Strong Analytical Skills
- Strong knowledge of Microsoft Excel
- Working knowledge of the group insurance marketplace is preferred but not required.
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisreportingvendor report reviewfinancial reportingutilization reportingMicrosoft Excelclient-specific reporting
Soft Skills
analytical skillsrelationship buildingcommunicationcollaboration