NFP, an Aon company · 6 days ago
Financial Analyst - Employee Benefits (Hybrid)
Bethesda, MD
Full-time
Hybrid
Mid Level
$80K/yr - $100K/yr
3+ years expNFP, an Aon company, is a recognized leader in Business Insurance and is seeking a Financial Analyst for their Employee Benefits team. This role involves performing data analysis and reporting, managing vendor reports, and creating client-specific financial reports to support decision-making and client service.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Hiring Manager
Andrea Varela
Responsibilities
Download monthly client experience reports (source documents) from insurance carriers via email or web portal for assigned book of clients
Review the source documents for accuracy and ensure that they include all the required data for that specific report
Load source documents into the NFP file system, saving in accordance with NFPCS filing conventions
Prepare financial and utilization reports (based on the source documents) to be used in monthly/quarterly experience reports, annual forecasting (renewals) and any ad-hoc analysis for fully insured clients
Assist Financial Consultants with preparing financial and utilization reports for large/self-insured clients
Attend client meetings and perform follow-up with clients/team members on action plan items to ensure timeliness and accuracy
Stay up to date with the latest developments, trends, and regulations in the employee benefits marketplace
Qualification
Required
Ability to correspond on all financial issues in a clear, concise and persuasive manner
Effectively establish rapport, present information and respond to questions from managers, clients and coworkers
Strong Analytical Skills
Ability to prioritize and Excellent organizational skills
Strong knowledge of Microsoft Excel
Proficiency with Power Query, Power BI and Visual Basic
3+ years of related experience with an employee benefits consultant/ broker or medical insurance carrier
Preferred
Working knowledge of the group insurance marketplace is preferred but not required
Bachelors in Risk Management and Insurance, Actuarial Science, Finance, Statistics, Mathematics is highly preferred
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase