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    Financial Analyst - Plano, United States - Lockton, Inc.

    Lockton, Inc.
    Lockton, Inc. Plano, United States

    3 weeks ago

    Default job background
    Full time
    Description
    Job Summary:

    Due to our success and increased business opportunities, we are looking for a Financial Analyst within the Integrated Absence Solutions Practice. The position will be primarily focused on delivering quality services and financial acumen to clients and client teams, while also supporting in the build/maintenance of financial and reporting tools that aid in the automation of client work. The ideal candidate will demonstrate some group life and disability benefits experience, a high level of professionalism, the ability to work well in a fast-paced environment, the flexibility to easily adapt to changing priorities and desire to engage in new opportunities to learn.
    • Use IAS established tools to perform life insurance, disability, leave of absence and paid time off financial modeling including the following:
      • Budget projections
      • Financial/population impact of alternative designs
      • Paid time off liability, termination payouts and accrual analysis
    • Collaborate with IAS colleagues to collect and review data for accuracy, as well as develop and track project deadlines
    • Create new financial reporting templates; update existing templates to improve standard models used in analysis
    • Peer reviewer of financial and population impact analysis conducted by other IAS team members
    • Prepare spreadsheets, graphs, and other illustrative tools for presentations and reports
    • Prepare custom reports and analysis for specific client needs
    • Integrate data from multiple data sources into relevant client reports
    • Participate in work teams to develop new IAS financial/reporting tools and intellectual capital
    • Become adept at using Lockton benchmarking tools and in sourcing/using external surveys
    • Support the process in evaluating the competitiveness of life, disability and leave of absence renewal pricing
    • Communicate in a positive manner to contribute to a cohesive, pleasant work environment
    • Keep informed of industry developments and products available in the marketplace
    • Make a positive contribution to customer satisfaction and constantly strive to improve service
    • Participate in internal office meetings as required
    • Other assignments as required
    Requirements:
    • A Bachelor's Degree in Actuarial Science, Mathematics/Statistics, Business, or a Finance-related field with an emphasis in math, statistics, or finance required
    • 1-3 years of experience in the insurance industry, specifically in employee group life and disability benefits
    • Preference for a candidate actively pursuing an actuarial credential (ASA)
    • Excellent customer service skills, with the ability to develop strong client relationships
    • Proficient in MS Word, Excel and PowerPoint and ability to learn other programs as required
    • Alteryx, Microsoft VBA, and SQL experience highly preferred
    • Strong financial and analytical skills
    • Organizational and time management skills to prioritize heavy workloads and meet time sensitive deadlines
    • Strong verbal, written, and interpersonal skills to interact with associates, clients and vendors at all levels
    • Ability to work in a fast-paced environment and multi-task effectively
    • Handles confidential information in the best interest of both client and company
    • Legal right to work in the United States
    #LI-KB1
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