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Financial Analyst in Raleigh, NC with Greene Resources

Date Posted: 5/30/2018

Job Snapshot

Job Description

Job Number: 30325

Financial Analyst

Job Description:

Our client, located in Raleigh, NC, is seeking a Financial Analyst to add to their growing team! This individual will support all aspects of marketing and financial analysis related to clients' group benefit programs. This is a full time, direct hire opportunity that offers competitive benefits and PTO.


  • Understand the business processes with the ability to translate the data into analytical reporting and compelling presentations for executive stakeholders

  • Identify, analyze and interpret trends or patterns in the healthcare data sets

  • Summarize information and effectively communicate analysis in writing and verbally to internal and external customers

  • Prepare and present reports to internal and external customers

  • Provide adhoc reporting as needed

  • Develop charts, graphs, dashboards and basic reports in a consultative format

  • Act as an organizational data quality steward

  • Ensure data from external resources is accurate

  • Assist sales and retention team with carrier negotiations

  • Work with sales and retention teams to review client utilization reports, and identify opportunities for plan design and product changes based upon utilization patterns

  • Develop and maintain strong working relationships with carrier partners

  • Assist team and clients as needed

  • Additional responsibilities assigned by management

  • Provide new solutions to manage client data

  • Prepare monthly and quarterly reporting for clients

Education Requirements:

  • Bachelor degree in Business, Finance, Math, Accounting, Risk Management/Underwriting or other related field, preferred

Desired Background/Skills:


    • Able to analyze data and recognize analytical patterns

    • Strong analytical, oral and written communication skills

    • Ability to handle multiple and changing client priorities

    • Excellent presentation and interpersonal skills

    • Ability to thrive in a fast paced environment

    • Experience in the healthcare industry working for a group insurance carrier, broker or consultant, strongly preferred

    • Knowledge of group insurance including medical, dental, CDHP, pharmacy, life and disability products, strongly preferred

    • Experience in Underwriting or Healthcare Analytics/reporting preferred

    • Working knowledge of all Microsoft Office products

    • Intermediate to Advanced Microsoft Excel experience

    • Experience with database applications

    Other Information: