Financial Analyst - Client Support

Recruiter
Mezrah Consulting
Location
Tampa
Salary
Competitive
Posted
24 Jun 2018
Closes
22 Jul 2018
Sector
Insurance
Contract type
Permanent
Hours
Full time
Job Description

FINANCIAL ANALYST – CLIENT SUPPORT

Reports To: Vice President of Financial Analytics

Position Description: Provide technical and analytical support in the management of all clients including large corporate clients with executive benefit plans, bank clients and individual high net worth clients.

Responsibilities:

?? Audit existing client based models to ensure accuracy of the projections and the corresponding results

?? Automate client models to enhance department efficiency and eliminate reporting errors

?? Review current funding and determine current funding capacity as well as additional funding needs

?? Maintain contemporary knowledge of accounting and legal issues and their impact on existing and future business

?? Generate illustrations for existing plans and review to determine funding adequacy

?? Design insurance, accounting, and benefit illustrations

?? Imputed Income calculations

?? Prepare/confirm/review any analysis, charts, etc. in enrollment materials and other client deliverables

?? Retirement benefit projections

?? Provide computer and software support for Executive Benefits Department

?? Maintain workflow management report for cases in progress

?? Annual Medicare Tax reporting

?? Participate as a team member in special projects

?? Participate in industry meetings for the purpose of continuing education and/or obtaining industry designations

Qualifications:

EDUCATION AND EXPERIENCE:

?? Bachelor's degree in Business Administration, Finance, Accounting, Mathematics, Actuarial Sciences, or related field

?? 3–5 years internal audit experience

?? Bank audit experience a plus

?? Previous Accountant experience a plus

SKILLS:

?? Excellent interpersonal skills

?? Strong Excel skills which includes use of macros, Excel automation (e.g. VLOOKUP), and financial calculations

(i.e. NVP, PV, IRR, ROI)

?? Strong verbal and written communication skills

?? Ability to work autonomously and perform well under pressure

?? Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines

?? Strong financial analysis skills and ability to conceptualize

?? Ability to develop advanced working knowledge of life insurance illustration systems

?? Ability to master presentation and desktop packages

?? Ability to understand complex tax and legal concepts and issues and their impact on sales

?? Strong decision–making skills

?? Ability to deal with sensitive and confidential data

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