Financial Analyst (Hybrid)

at  NFP Corp

WHO WE ARE

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

KNOWLEDGE, SKILLS, AND/OR EXPERIENCE:

• Strong analytical and mathematical skills; strong command of Excel
• Ability to prioritize and handle multiple tasks in a demanding work environment.
• Ability to work independently and on a team
• Strong oral and written communication skills

Education and/or Experience:

• Bachelor’s Degree or equivalent work experience
• Experience with Power BI and Tableau a plus but not required

SUMMARY OF ROLE:

As a Financial Analyst, you’ll play a key role on our client-facing team, where you’ll research, analyze, and interpret data to support health and welfare benefit programs for employers of all sizes. Your insights and expertise will directly impact our clients, helping them make informed decisions and optimize their employee benefit offerings.

ESSENTIAL DUTIES AND RESPONSABILITIES:

• Gather, organize, and enter data into Excel, Power BI, and Tableau for various client projects.
• Contribute to projects used in client meetings and budget discussions.
• Provide clear, actionable data that tracks plan performance and aids in decision-making.
• Collect data from clients and vendors, verify for accuracy, and enter into an Excel template.
• Track actual versus expected healthcare costs monthly for each client.
• Develop projections and IBNR estimates for self-funded plans.
• Assess financial impacts of carrier, plan, or migration changes.
• Support client initiatives and perform demographic analyses as needed.