Financial Consulting Analyst

About Bennie

Bennie (www.bennie.com) is an employee benefits services and technology firm that helps companies create a healthier workplace. Bennie provides services and technology that are beyond what growing companies typically receive, yet exactly what they need. 

Bennie has built the ultimate benefits platform that connects disparate systems across the benefits supply chain to deliver a complete experience for employees, employers, and partners. Bennie’s technology, benefit plans, and service model are designed to enable employers and their employees to experience best-in-class outcomes that reduce overall health plan costs. Bennie’s team members use the platform and its data to supplement their market knowledge and bring innovative solutions to Bennie’s customers.  

Bennie is headquartered in Stamford, CT, and is a remote-first company with employees across the U.S.

Core Values at Bennie

As an organization, we value our team members who are Optimistic, Accountable, Thoughtful, and Healthy. We believe these values, known as our O.A.T.H., are essential for our collective success. The ideal candidate for this role will embody these values by:

• Maintaining a positive attitude throughout our journey of building our company.
• Being responsible for the quality of their work and for meeting their goals.
• Respecting our differences and looking out for one another.
• Believing in living complete lives that balance our work and personal time.

About the role:

The Financial Consulting Analyst is responsible for supporting the consulting delivery team in achieving exceptional customer results and satisfaction. The Financial Consulting Analyst should have relevant work experience in the benefits industry, with robust knowledge of Microsoft Excel, and other data analysis and modeling tools.

Reporting to: Principal Financial Consultant

Who You Are: The ideal candidate should possess exceptional analytical, communication, and relationship building skills; and is excited to join a fast-growing benefits brokerage and work with senior team members to help deliver exceptional consulting service and experience to Bennie’s customers.

The Financial Consulting Analyst should exhibit the six core attributes of the Bennie consulting team:

1. Possess a growth mindset to drive the business upward and forward.
2. Take a proactive approach to value creation and delivery for customers, colleagues, and partners.
3. Seize the consultative opportunity in every interaction with customers, colleagues, and partners.
4. Maintain a curiosity about the industry, Bennie’s customers, and Bennie’s business.
5. Bring relentless intensity to the creation of value.
6. Work collaboratively with customers, colleagues, and partners.

Responsibilities include:

• Navigate carrier portals for data acquisition and development of client financial reporting dashboards
• Assist in building and updating Consulting-related tools and templates 
• Work collaboratively with our consulting and sales teams to provide financial related support
• Create ad-hoc analyses for informed client decisions
• Prepare financial analyses and exhibits for customer presentations
• Support the peer review process for data accuracy
• Troubleshoot and support Excel and spreadsheet issues for consulting and sales teams
• Effectively manage multiple projects while meeting deadlines
• Develop strong relationships with cross-functional teams and third party solution partners

Requirements:

• Equivalent experience
• Highly proficient in MS excel, Word, and PowerPoint
• 1-3 years experience working in the benefits consulting or healthcare industry

Nice to Have:

• Life & Health Producer’s License
• Certification in data analysis or MS Excel
• Extensive experience with pivot tables, VLOOKUP/HLOOKUP, INDEX/MATCH, conditional formatting, and data validation
• Basic understanding of funding methodologies (including self-funded, level funded and fully insured), and underwriting

Compensation & Benefits:

We offer a competitive salary for this fully remote position, commensurate with experience and qualifications. The estimated annual salary range for this role is USD65,000 to USD85,000*.

*Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.

Please note that the compensation details listed above reflect the base salary only, and do not include incentive pay, equity, or benefits. Bennie offers a total rewards package that includes stock options and employee benefits for full-time employees. 

Our total rewards package includes the following:

• Flexible Time Off: We have a flexible vacation policy and offer paid company holidays
• Remote-first environment: Bennie is 100% remote (must be based in the US)
• Health Benefits that includes: 
• Medical/Dental/Vision 
• HSA & FSA, HRA, Life, Disability, & Employee Assistance Program
• Wellness Benefits that includes: 
• Headspace
• Wellhub
• Rocket Lawyer
• One Medical Membership
• Kindbody
• Financial education with Betterment 
• Stock Options: All full-time employees are granted stock options 
• Remote Work Stipend: A $1,000 WFH Stipend 
• Paid Parental & Bonding Leave
• Employee Referral Bonus Program

Bennie is an Equal Opportunity Employer

Bennie is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.