The Financial Analyst role is responsible for preparing sophisticated plan design proposals and financial analyses involving complex funding of non-qualified executive benefit programs
Job Summary
The Financial Analyst role is responsible for preparing sophisticated plan design proposals and financial analyses involving complex funding of non-qualified executive benefit programs.
Works closely with Senior Consultants to provide sophisticated plan modeling and funding solutions for non-qualified benefit plans, including deferred compensation and supplemental executive retirement plans.
Responsible for protecting, securing, and proper handling of all confidential data held by Newport to ensure against unauthorized access.
Matching Summary
The Financial Analyst role is responsible for preparing sophisticated plan design proposals and financial analyses involving complex funding of non-qualified executive benefit programs.
Skills & Requirements
Must-have
Sophisticated plan modeling
Insurance carrier software proficiency
Microsoft Excel proficiency
Handling confidential data
Collaboration and adaptability
Nice-to-have
Detail-oriented problem solver
Self-motivated initiator
Works well under pressure
Adaptable to changing priorities
Key Requirements
Bachelor's degree in Finance, Economics, or Mathematics
0 to 3 years of experience
Ability to learn multiple insurance carrier software programs