Financial Analyst - Employee Benefits

Lockton Companies; Irvine (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Job summary

Lockton Companies in Irvine, CA seeks an Employee Benefits Financial Analyst to support the Analytics & Insights team with accurate financial data analysis and reporting for client programs. You will prepare routine financial reports, assist in developing pricing and trend models, and contribute to cost management strategies that optimize employee health benefits.

The role requires strong analytical skills, attention to detail, and a commitment to delivering reliable results.

Qualifications

• Bachelor's degree in business-related field or equivalent education/experience with emphasis in math, statistics or finance.
• 1–3 years of experience in data analysis, financial reporting, or related field.
• Proficiency in Excel; familiarity with PowerBI/SQL/Python is a plus.

Responsibilities

• Prepare routine financial and statistical reports for internal use with accuracy and clarity.
• Maintain and update data templates, spreadsheets, and databases for team reporting needs.
• Assist in developing and applying standard financial models under supervision.
• Analyze internal data to identify trends and support client initiatives.
• Support benchmarking by gathering and organizing relevant data.
• Collaborate with team to ensure timely completion of deliverables.
• Stay informed on industry developments and internal policies.
• Protect confidentiality of information at all times.

Skills

Data analysis

Financial reporting

Attention to detail

Communication

Task prioritization

Education

Bachelor's degree in business, finance, math, statistics

Tools

PowerBI

SQL

Python

Microsoft Excel

Job description

Irvine, California, United States of America

At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

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

Position 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.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.