Financial Analyst

Ascensia

Lake Mary, FL, USA
Fully remote
Sophisticated plan modeling
Financial analysis
Insurance carrier software
Ascensia is seeking a Financial Analyst to prepare sophisticated financial analyses and proposals for non-qualified executive benefit programs. The role requires collaboration with senior consultants and interaction with insurance carriers, and is primarily focused on financial modeling and client servicing

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, but not limited to deferred compensation and supplemental executive retirement plans.
  • At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®.

Matching Summary

Match Score: 80

Ascensia is seeking a Financial Analyst to prepare sophisticated financial analyses and proposals for non-qualified executive benefit programs. The role requires collaboration with senior consultants and interaction with insurance carriers, and is primarily focused on financial modeling and client servicing.

Skills & Requirements

Must-have

  • Sophisticated plan modeling
  • Financial analysis
  • Insurance carrier software
  • Microsoft Excel proficiency
  • Analytical and problem-solving skills

Nice-to-have

  • Relationship building with carriers
  • Enhancing service suite
  • Protecting confidential data
  • Collaborative work environment
  • Adaptability to change

Key Requirements

  • Bachelor's degree in Finance, Economics, or Mathematics
  • 0 to 3 years of experience
  • Ability to learn multiple insurance carrier software programs

Work Rights

Not specified

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