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
Bennie is an employee benefits platform that helps companies create a healthier workplace. It was founded in 2019, and is headquartered in Stamford, Connecticut, USA, with a workforce of 201-500 employees. Its website is https://www.bennie.com.