Financial Consultant

Job Summary

A company is looking for a Financial Consultant.

Key Responsibilities:

• Oversee day-to-day financial support for Regional Market clients, including the development of customer financial reports and data analysis
• Manage client billing, reconciliation, and collaborate with internal and external contacts to ensure timely and accurate billing
• Participate in client account audits, strategic planning, and provide financial support for new client implementations and product additions

Required Qualifications:

• Typically requires a BS/BA degree and 3-5 years of relevant experience
• General understanding of the U.S. economy and employee benefits industry
• Proficient in Microsoft Office software
• Firm knowledge of group products, services, and systems
• Ability to balance client expectations with company capabilities