Financial Benefits Analyst

About this role

<div class="content-intro"><p><img src="https://6093715.fs1.hubspotusercontent-na1.net/hubfs/6093715/Bennie_Social_Greenhouse_Recruiting_2024.png" alt="" width="800" style="max-width: 100%;"></p></div><p> </p> <p><strong data-redactor-tag="strong">About Bennie</strong></p> <p>Bennie (<a href="http://www.bennie.com">www.bennie.com</a>) is an employee benefits services and technology firm that helps companies create a healthier workplace. Bennie provides services and technology that are beyond what growing companies typically receive, yet exactly what they need. </p> <p>Bennie has built the ultimate benefits platform that connects disparate systems across the benefits supply chain to deliver a complete experience for employees, employers, and partners. Bennie’s technology, benefit plans, and service model are designed to enable employers and their employees to experience best-in-class outcomes that reduce overall health plan costs. Bennie’s team members use the platform and its data to supplement their market knowledge and bring innovative solutions to Bennie’s customers.  </p> <p>Bennie is headquartered in Stamford, CT, and is a remote-first company with employees across the U.S.</p> <p><strong>Core Values at Bennie</strong></p> <p>As an organization, we value our team members who are <strong>Optimistic</strong>, <strong>Accountable</strong>, <strong>Thoughtful</strong>, and <strong>Healthy</strong>. We believe these values, known as our <strong>O.A.T.H.</strong>, are essential for our collective success. The ideal candidate for this role will embody these values by:</p> <ul> <li>Maintaining a <strong>positive attitude</strong> throughout our journey of building our company.</li> <li>Being <strong>responsible for the quality</strong> of their work and for meeting their goals.</li> <li><strong>Respecting our differences</strong> and looking out for one another.</li> <li>Believing in living <strong>complete lives that balance our work and personal time</strong>.</li> </ul> <p><strong data-redactor-tag="strong">About the role:</strong></p> <p>The Financial Consulting Analyst is responsible for supporting the consulting delivery team in achieving exceptional customer results and satisfaction. The Financial Consulting Analyst should have relevant work experience in the benefits industry, with robust knowledge of Microsoft Excel, and other data analysis and modeling tools.</p> <p><strong>Reporting to:</strong> Principal Financial Consultant</p> <p><strong>Who You Are: </strong>The ideal candidate should possess exceptional analytical, communication, and relationship building skills; and is excited to join a fast-growing benefits brokerage and work with senior team members to help deliver exceptional consulting service and experience to Bennie’s customers.</p> <p>The Financial Consulting Analyst should exhibit the <strong>six core attributes</strong> of the Bennie consulting team:</p> <ol> <li>Possess a <strong>growth mindset</strong> to drive the business upward and forward.</li> <li>Take a <strong>proactive </strong>approach to value creation and delivery for customers, colleagues, and partners.</li> <li>Seize the <strong>consultative</strong> opportunity in every interaction with customers, colleagues, and partners.</li> <li>Maintain a <strong>curiosity</strong> about the industry, Bennie’s customers, and Bennie’s business.</li> <li>Bring relentless <strong>intensity</strong> to the creation of value.</li> <li>Work <strong>collaboratively </strong>with customers, colleagues, and partners.</li> </ol> <p><strong data-redactor-tag="strong">Responsibilities include:</strong></p> <ul> <li>Navigate carrier portals for data acquisition and development of client financial reporting dashboards</li> <li>Assist in building and updating Consulting-related tools and templates </li> <li>Work collaboratively with our consulting and sales teams to provide financial related support</li> <li>Create ad-hoc analyses for informed client decisions</li> <li>Prepare financial analyses and exhibits for customer presentations</li> <li>Support the peer review process for data accuracy</li> <li>Troubleshoot and support Excel and spreadsheet issues for consulting and sales teams</li> <li>Effectively manage multiple projects while meeting deadlines</li> <li>Develop strong relationships with cross-functional teams and third party solution partners</li> </ul> <p><strong data-redactor-tag="strong">Requirements:</strong></p> <ul> <li>Equivalent experience</li> <li>Highly proficient in MS excel, Word, and PowerPoint</li> <li>1-3 years experience working in the benefits consulting or healthcare industry</li> </ul> <p><strong data-redactor-tag="strong">Nice to Have:</strong></p> <ul> <li>Life & Health Producer’s License</li> <li>Certification in data analysis or MS Excel</li> <li>Extensive experience…