Financial Consulting Analyst
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Job Description
Financial Consulting Analyst supporting the consulting delivery team at Bennie to achieve customer results. Requires proficiency in Excel and relevant work experience in the benefits industry.
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
Requirements:
- Equivalent experience
- Highly proficient in MS excel, Word, and PowerPoint
- 1-3 years experience working in the benefits consulting or healthcare industry
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
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