Financial Analyst

64

Lake Mary, FL, US
**
Bachelor's degree in finance, economics, or mathematics
Proficient in microsoft excel
Experience with insurance carrier software
** The Financial Analyst position at Ascensus involves creating sophisticated financial analyses and proposals for non-qualified executive benefit programs. This role emphasizes collaboration with senior consultants and the development of relationships with insurance carriers, while requiring strong analytical skills and attention to detail. **

Job Summary

  • The role involves preparing sophisticated plan design proposals and financial analyses for non-qualified executive benefit programs.
  • Candidates must develop relationships with insurance carriers and utilize specific software to create accurate financial models.
  • The position requires protecting confidential data and adhering to core values of respect, quality, and integrity.

Matching Summary

Match Score: 75

** The Financial Analyst position at Ascensus involves creating sophisticated financial analyses and proposals for non-qualified executive benefit programs. This role emphasizes collaboration with senior consultants and the development of relationships with insurance carriers, while requiring strong analytical skills and attention to detail. **

Skills & Requirements

Must-have

  • Bachelor's degree in Finance, Economics, or Mathematics
  • Proficient in Microsoft Excel
  • Experience with insurance carrier software

Nice-to-have

  • Strong analytical and problem-solving skills
  • Ability to work under pressure
  • Self-motivated and capable of initiating action

Key Requirements

  • 0 to 3 years of retirement services industry experience
  • Bachelor's degree required
  • Strong written and oral communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter