Financial Planning and Analysis

• Analyze financial and contractual information for current and prospective clients.
• Prepare financial deliverables, model renewals, evaluate utilization trends, and support client decision-making with data-driven insights.
• Manage and prioritize analytical workflow to ensure accurate, timely deliverables.
• Prepare and maintain financial dashboards for a book of business.
• Conduct standard client analyses in alignment with the service calendar.
• Collaborate with subject matter experts to deliver holistic client solutions.
• Develop alternative plan strategies and cost-reduction opportunities.
• Act as primary contact with carriers for marketing, quoting, and renewals.

Underwriting and Financial Analyst, Employee Benefits

Financial Analyst

FP&A Manager

SAP FI, Public Cloud

Finance Analyst III – Provider Network Performance

Lead Financial Analyst