Note: The job is a remote job and is open to candidates in USA. Bennie is an employee benefits services and technology firm that helps companies create a healthier workplace. The Financial Consulting Analyst is responsible for supporting the consulting delivery team in achieving exceptional customer results and satisfaction.

Responsibilities

• 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

Skills

• Equivalent experience
• Highly proficient in MS excel, Word, and PowerPoint
• 1-3 years experience working in the benefits consulting or healthcare industry
• Life & Health Producer's License
• Certification in data analysis or MS Excel
• Extensive experience with pivot tables, VLOOKUP/HLOOKUP, INDEX/MATCH, conditional formatting, and data validation
• Basic understanding of funding methodologies (including self-funded, level funded and fully insured), and underwriting

Benefits

• 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

Company Overview