Job Posting CLOSED
Jr. Financial Analyst - Syosset, NY
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Position Summary
Paul Global
Benefits (PGB) is a premier employee benefits consulting organization that
is focused on both US based corporations and global corporations.
We predominately manage employee benefits
for employers. We focus
on Medical, Dental, Vision,
Life, AD&D, Long-term Disability, Short-Term Disability, and
worksite products.
Essential Duties and Responsibilities
- Proactive financial monitoring and review for assigned cases
- Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information
- Assist in creating weekly, monthly and quarterly financial statements and projections
- Assist in quarterly presentation to clients on financial performance of insurance programs
- New Business Financial Evaluations as needed by sales team
- Strong communication skills and ability to translate complex financial concepts into customer friendly format
- Strong understanding of Excel and PowerPoint are required
- Other Duties as assigned
Qualifications
- Bachelor’s Degree in Business Administration, Marketing, or Insurance preferred
- 1-3 years of
experience in financial analysis
- Experience in Employee
Benefits preferred
- Applied Epic or
similar agency management software experience, preferred
- Possess strong
administrative and computing skills, including Microsoft Office (Word, Excel
and Outlook)
- Able to work
independently and enjoy a high degree of interaction with team members
- Ability to contribute
to a collaborative environment by consistently demonstrating teamwork, high
motivation, positive behavior and effort to achieve goals and objectives
- Self-motivated and
driven
- Maintain a sense of
urgency and ability to work with and meet deadlines
- Demonstrate effective
written and verbal communication, including the ability actively listen, and
problem solve with minimal assistance
- Demonstrates excellent
time management and prioritization skills
- Attention to detail
and commitment to a high level of accuracy
- The ability to multitask,
prioritize, work independently, and use discretion surrounding sensitive
information
- Ability to maintain a
professional demeanor and positive attitude
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Link to Application
https://tricorehcm.hrnext.com/JobApplication.aspx?jobpostingkey=4d375864-5f2e-42a4-92d8-4d4079317af2