Sr. Financial Consultant
Core
Leads and oversees financial consulting needs for employee benefit clients, providing strategic insights and guiding clients through benefit changes.
Role type
Senior Financial Consultant (Employee Benefits)
Builds
Financial reports, utilization metrics, renewal proposals, and alternative funding recommendations for client benefit plans.
Domain
Insurance / Employee Benefits
Deliverable
dashboards & analysis
Required skills
Financial analysis, critical thinking, vendor relationship management, Microsoft Excel (expert), demographic analysis, claims review
Preferred skills
Strategic planning, independent judgment, presentation skills
Responsibilities
Oversee monthly financial reports, develop custom reporting requirements, support client meeting preparations, participate in prospective client presentations, perform demographic analysis and claims reviews
Seniority
Senior, hands-on IC