Senior Financial Analyst - Employee Benefits

HUB International; Lake Oswego (OR); On-site; USD 115,000 - 120,000; Full time

Job summary

An established industry player is seeking a Senior Financial Analyst to join their dynamic team in Lake Oswego. This role offers a competitive salary range and a comprehensive benefits package that includes medical, dental, and vision options, along with a 401k plan. You'll have the opportunity to leverage your financial analysis skills to support high-revenue clients and mentor junior analysts. Enjoy a flexible work schedule and a supportive environment that values your contributions. If you're passionate about financial analytics and eager to make an impact, this is the opportunity for you!

Benefits

Comprehensive medical, dental, and vision options

401k plan with company match

Flexible work schedule

Paid parental leave

Wellness programs

Qualifications

• 5-7 years of experience in financial analysis or a related field.
• Proficiency in Microsoft Office, especially Excel.

Responsibilities

• Support client teams through financial strategies and analysis.
• Provide financial reporting and detailed utilization analytics.

Skills

Financial Analysis

Excel

Analytical Skills

Communication Skills

Critical Thinking

Education

Bachelor's Degree in Finance or Related Field

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Visual Basic for Applications (VBA)

Job description

Senior Financial Analyst - Employee Benefits

Pay: Competitive

Location: Lake Oswego, Oregon

Employment type: Full-Time

Job Description

• Req#: R0029822
• Employer Industry: Insurance Brokerage

Why consider this job opportunity:

• Salary range of $115,000.00 - $120,000.00 annually
• Opportunity for bonus incentives based on performance
• Comprehensive benefits including medical, dental, and vision options
• 401k plan with a company match of 50% on the first 6% contributed
• Flexible work schedule and a comfortable work environment with a 'dress for your day' policy
• Paid parental leave and robust wellness programs

What to Expect (Job Responsibilities):

• Support client teams through financial strategies by monitoring and analyzing employee benefits programs
• Provide financial reporting, detailed utilization analytics, projections, and reserve calculations for high-revenue clients
• Evaluate, refine, and create regional financial tools, trainings, and resources
• Analyze claims utilization and communicate findings to internal teams and clients
• Act as a subject matter expert and mentor for junior analysts in financial analytics

What is Required (Qualifications):

• Minimum of 5-7 years of relevant experience in financial analysis or a related field
• Bachelor's degree (4-year degree) in a relevant discipline
• Proficiency in Microsoft Office programs, particularly Excel, PowerPoint, and Word
• Strong analytical and critical thinking skills with attention to detail
• Excellent written and verbal communication skills, capable of presenting information clearly

How to Stand Out (Preferred Qualifications):

• Intermediate skills in Visual Basic for Applications (VBA) programming
• Experience in analyzing financial data specific to employee benefits programs
• Ability to interpret data and communicate effectively with both internal and external stakeholders
• Familiarity with current industry trends in insurance and employee benefits

#InsuranceBrokerage #FinancialAnalysis #CareerOpportunity #CompetitiveBenefits #FlexibleWorkEnvironment

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Note: We are not the Employer of Record (EOR) for this position. Our role is to connect outstanding candidates with a top-tier employer.

About the company

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients by protecting businesses and individuals in our local communities.