Financial Analyst - Employee Benefits

Lockton; Irvine (CA); On-site; USD 65,000 - 90,000; Full time

Job summary

Lockton seeks an Employee Benefits Financial Analyst to bolster the Analytics & Insights team with precise financial data analysis and reporting for client programs. You will prepare routine financial reports, help develop pricing and trend models, and contribute to cost management strategies optimizing employee health benefits.

The role requires strong analytical skills, attention to detail, and a commitment to high-quality results.

Qualifications

• Bachelor’s degree in business-related field with math/stat/finance emphasis.
• 1–3 years of data analysis or financial reporting experience.
• Strong understanding of financial and statistical concepts; willingness to learn advanced modeling.
• Proficiency in Microsoft Excel; familiarity with PowerBI/SQL/Python is a plus.
• Excellent organizational and communication skills; ability to meet deadlines.
• Willingness to expand insurance knowledge through training.

Responsibilities

• Prepare routine financial and statistical reports for internal use, ensuring accuracy.
• Maintain and update data templates, spreadsheets, and databases to support reporting needs.
• Assist in developing standard financial models and formulas under supervision.
• Analyze internal data to identify trends and support decision-making for client initiatives.
• Support benchmarking by gathering and organizing relevant data.
• Collaborate with team members to ensure timely completion of deliverables.
• Stay informed on industry developments and internal policies.
• Protect confidentiality of company and employee information at all times.
• Participate in team meetings and training sessions as required.

Skills

Data analysis

Financial reporting

Attention to detail

Excel

Communication

Time management

Team collaboration

Adaptability

Education

Bachelor’s degree in business/finance/math/statistics

Tools

Excel

PowerBI

SQL

Python

Job description

Your Responsibilities

Lockton is seeking an Employee Benefits Financial Analyst to support the Analytics & Insights team by providing accurate financial data analysis and reporting for client programs. You will prepare and maintain routine financial reports, assist in developing pricing and trend models, and contribute to cost management strategies that help optimize employee health benefits. This position requires strong analytical skills, attention to detail, and a commitment to delivering reliable, high-quality results.

Position Responsibilities

• Prepare routine financial and statistical reports for internal use, ensuring accuracy and clarity.
• Maintain and update data templates, spreadsheets, and databases to support team reporting needs.
• Assist in the development and application of standard financial models and formulas under supervision.
• Analyze internal data to identify trends and support decision-making for client initiatives.
• Support the benchmarking process by gathering and organizing relevant data.
• Collaborate with team members to ensure timely completion of deliverables.
• Stay informed on relevant industry developments and internal policies.
• Protect the confidentiality of company and employee information at all times.
• Participate in team meetings and training sessions as required.

Qualifications

• Bachelor’s degree in a business-related field or equivalent education and/or experience, with emphasis in math, statistics, or finance required.
• 1-3 years of relevant experience in data analysis, financial reporting, or a related field
• Basic understanding of financial and statistical concepts; willingness to learn more advanced modeling.
• Proficiency in Microsoft Excel and other Microsoft Office applications; familiarity with PowerBI/SQL/Python is a plus.
• Strong organizational skills and attention to detail.
• Effective written and verbal communication skills for internal collaboration.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Willingness and ability to expand knowledge through extended insurance education and other appropriate training.
• Ability to work on a computer for prolonged periods and outside normal business hours as needed.
• Ability to travel by automobile and aircraft.
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
• Legally authorized to work in the United States.
• Ability to attend company, department, and staff meetings as required and perform other work-related duties as assigned.