Financial Analyst

Job Summary

A company is looking for a Financial Analyst to work closely with Producers to create custom executive benefit plans.

Key Responsibilities

• Collaborate with Producers on plan design and funding options for clients
• Produce timely analyses and reports to support the approval and implementation of benefit plans
• Provide ongoing administration support for asset management and insurance services

Required Qualifications, Training, and Education

• Bachelor's degree in Business, Accounting, Finance, Actuarial Science, or related field
• Knowledge of executive benefits and/or life insurance is preferred
• Strong technical aptitude with advanced Excel skills
• Interest in understanding various executive benefit arrangements and funding options
• Ability to manage multiple priorities in a fast-paced environment