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Job Details

Senior Financial Analyst

Company name
Paul Global Benefits

Syosset, NY

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13 hit(s)  


Sr. Financial Analyst- Insurance Industry

Paul Global Benefits





Benefits Offered

401K, Dental, Life, Medical, Vision

Employment Type


Why Work Here?

“Awesome Exec Team, Awesome benefits, all effort acknowledged, room for growth in growing org.”


We currently have an opening for a Sr. Financial Analyst within our team. The primary responsibilities of this role will be financial review of insurance terms, conditions and market competitiveness. The role also includes the preparation of all Requests for Proposals from the marketplace as well as renewal evaluations for assigned clients. The role will report to the Assistant Vice President Underwriting and predominately focus on client management support and new business financial evaluations.

The position will require the following tasks:

Proactive financial monitoring and review for assigned cases

Prepare monthly financial reporting packages including detailed premium, claims, membership, commission and cash reconciliation information

Prepare weekly, monthly and quarterly financial statements and projections

Prepare quarterly presentation to clients on financial performance of insurance programs

Prepare billing reconciliation and Audit invoices

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.


Bachelor’s degree in Business Administration, Actuarial Science, Math, Marketing or Insurance related preferred

Minimum of 8-10 years’ experience in financial analysis, employee benefits experience a plus


Excellent verbal and written communication skills

Highly detail oriented, excellent planning, organizational and prioritization skills

Strong problem solving and time management skills

Ability to work independently and as part of a team

Ability to use prudent judgment and discretion in handling confidential client information

Proficient in Microsoft Office products including Power Point and Excel

Additional Details:

Job Location

: Syosset, NY

Job Title:

Sr. Financial Analyst

Benefits after 90 days:



Paul Global Benefits

Growth company with large global niche clients in specialized and necessary / Group Benefit Insurance Industry.

Company website:

Other applicants:



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Company info

Paul Global Benefits

Company Profile

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