Benefits Finance Strategist — Analytics & Renewals

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group, Inc. is seeking a skilled analyst to support benefit strategy via foundational financial analytics, reporting, and modeling. The role involves claims projections, benchmarking, and renewal analysis while building proficiency and delivering client work under senior guidance.

The candidate will perform core financial analytics for renewals, contribute to data-driven decision making, participate in market research, and potentially mentor junior analysts on small projects.

Qualifications

• Bachelor’s degree required.
• Active Life & Health License required.
• 3+ years relevant experience.
• Basic financial modeling.
• Understanding of funding models and carrier dynamics.
• Core understanding of self-funded plans.

Responsibilities

• Performs core financial analytics in support of benefit strategy, renewals, and client decision-making.
• Executes claims reporting, data warehouse and utilization reporting, contribution modeling, benchmarking, stop-loss analysis, GeoAccess and disruption analysis, and renewal projections.
• Supports Financial Strategists on complex analytics and client deliverables.
• Facilities renewal presentation meetings.
• Conducts market research and funding analysis to support strategic recommendations.
• Mentors junior analysts and leads small projects.

Skills

Analytical thinking

Financial modeling

Funding models knowledge

Self-funded plans understanding

Education

Bachelor's degree

Active Life & Health License

Job description

IMA Financial Group, Inc. is seeking a skilled analyst to support benefit strategy via foundational financial analytics, reporting, and modeling. The role involves claims projections, benchmarking, and renewal analysis while building proficiency and delivering client work under senior guidance.

The candidate will perform core financial analytics for renewals, contribute to data-driven decision making, participate in market research, and potentially mentor junior analysts on small projects.