Financial Analyst - Overland Park, KS

Date Posted: 12/04/2018

Our client, a leading insurance firm in the Midwest, is seeking a Financial Analyst for the Overland Park, KS office.
6 month Contract to Hire
Salary Range: $44-50k
Nice to Have:
- Experience with databases

About the firm:
The company has grown to become one of the top brokerage firms in the Midwest. A commitment to employee well-being, family, faith and community make this firm a great place to work!
Their full-service product offering includes commercial insurance; employee benefits; HR consulting; surety bonds; safety & loss prevention and private risk management.

Financial Analyst Job Description:
This role will support the efforts of the companies’ Financial Analytics Team. This employee will report to and work closely with the Director of Financial Analytics.

Essential Duties:
• Provides monthly reporting and plan analytics with easy to understand summaries for the ongoing risk management of clients.
• Converts detailed data into concise, easy to understand reporting formats.
• Works closely with Director to be a point of contact for risk analysis and planned reporting functions.
• Provides client-specific risk and financial information to assist clients in making effective renewal and plan design decisions.
• Creates a risk profile for a book of clients by gathering and analyzing historical financial and utilization claims experience, renewals, benefit plans, and contribution strategies.
• Prepares and presents executive summaries, claims utilization reports, and risk analysis to consultants and/or clients.
• Pulls source reports used to generate our monthly reporting and analytic functions
• Updates reports and dashboards on a timely basis.
• Completes calculations and analysis to support client deliverables.

Basic Qualifications:
• High school diploma is required; bachelor’s degree in mathematical sciences, statistics or a closely related field is preferred, but commensurate experience may be accepted in lieu of a degree.
• 3-5 years in a professional services organization.
• Advanced knowledge of Excel required
• Industry experience and/or product knowledge in employee benefits is preferred.
• Mathematical- applies basic mathematical concepts including the use of formulas and charts to analyze data as well as a basic understanding of statics to calculate risk.
• Detail-oriented- accurately attends to and organizes a large amount of detail on a daily basis.
• Time management-prioritize and self-manages a number of activities including creating risk profiles, preparing reports and other exhibits, as well as supporting team members when necessary.
• Problem solving-knows how and where to look for answers; uses logic and other methods to find the most effective solution to client issues.
• Organization- works well with large amounts of information and can orchestrate multiple activities to accomplish a goal.
• Precise- accurately compiles data and prepares documents using necessary resources and knowledge.
• Analytical- analyzes various pieces of information such as client history, renewals, and proposals in order to make sure information is correct, reasonable, and the client receives the most cost effective benefit plan.
Candidates must be authorized to work in the United States.
Offers are contingent on passing post offer pre-employment drug screen and background checks.

Equal Opportunity Employer M/F/Disability/Vet

Paid Time Off:
- The amount of PTO time you accrue each year is based on how long you have been working at the company and is accrued monthly
- We observe the following holidays each year (9 days): New Year’s Day, Good Friday (1/2 day), Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Friday following Thanksgiving, Christmas Eve and Christmas Day, New Year’s Eve (1.2 day).
Employees are also given one (1) day off to serve one of a charity of their choosing and two (2) half days to participate in the company sponsored charity events.
Wellness Incentives:
- Gym Reimbursement
- Activity Tracker Reimbursement

• The company provides the following benefits to you at no cost:
o Basic Life Insurance 1 x base salary (up to $50,000)
o Short & Long Term Disability
o Parental Leave
o Identify Fraud Program
o Employee Assistance Program
o Corporate Chaplin
• You will be eligible to participate all of the following benefits
o Health & Welfare Benefits (Family, Medical, Dental, Vision)
o Health Savings Account
o Flexible Spending Account
o Critical Illness, Accident, and Optional Life and AD&D



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