Financial Analyst, Employee Benefits

at  HMA Group Holdings LLC

Are you interested in a flexible work environment, the opportunity to grow and share your unique potential every day, a place that offers a holistic approach to your wellbeing, an environment that encourages volunteering, and a company with a culture where celebrating yours and our clients’ success is just part of what we do? Well, you’ve come to the right place. We have an opening as a Financial Analyst, and you may just be the perfect person. Check out the requirements and apply!
We are looking to add a Financial Analyst to join our Employee Benefits team in Dallas, TX. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.
This role will assist the underwriting and analytics team with financial and accounting analysis services in accordance with the established objectives and procedures of Holmes Murphy & Associates.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Ability to understand and work with financial, accounting, math and health care concepts.
• Programming skills and knowledge of Excel, PowerPoint.
• Advanced level of data understanding and use
• Effective verbal and written communication skills, as well as ability to present information effectively in a client setting.
• Ability to work with detail, follow directions and maintain a high level of accuracy.
• Ability to listen, understand and address client needs and concerns in the processes.
• Excellent project and time management skills.
• Is multi-tasked oriented and prioritizes work, voluntarily extends hours, and/or solicits additional resources when necessary to ensure timely completion of tasks.
• Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

QUALIFICATIONS:

• Education: College degree preferred. Active state-specific Life/Health Insurance agent license preferred.
• Experience: 3-5 years’ experience, preferably in a life/health, employee benefits or provider organization.

Financial/Clinical Reporting

• Runs and Analyzes client monthly financial reporting (MFSR).
• Presents MFSRs to clients.
• Provides intermediate-level CLUE reporting, presents results to clients.
• Analyzes IBNR results with senior team member oversite
• Intermediate level of data understanding and use.

Financial/Clinical Consulting

• Works independently and/or under senior team member’s guidance to assist with client budget modeling as needed.
• Attends client meetings.
• Articulates how emerging market conditions impact client health and welfare plans from a cost and clinical perspective.

General Responsibilities

• Provides timely, accurate, courteous, and appropriate responses to co-workers, clients and insurance carriers.
• Takes initiative with respect to problem-solving opportunities.
• Articulates HIPAA, ERISA, PPACA and all other employee benefit related compliance regulations, particularly as it pertains to client financial and budget needs
• Articulates plan designs, funding arrangements, benefit/demographic adjustments, stop-loss insurance, out of network savings arrangements
• Project management of intermediate financial/reporting/ H&W benefits projects.
• Recommends basic strategic and tactical initiatives based upon clinical and financial data.
• Performs additional duties upon request (e.g. Biometric, Incentive Files, File compiling).
• Employs Holmes Murphy & Associates policies and procedures to execute all job-related responsibilities.