Financial Analyst I (Hybrid)

New York, New York
Full time
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NFP Corp.
Insurance & superannuation
5,001-10,000 employees
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Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:

This is a full-time entry-level position. The position requires day-to-day data analysis and reporting for a specific set of clients. The position includes downloading vendor reports, reviewing data for accuracy, creating client specific reports and attending meetings.

Essential Duties and Responsibilities:

  • Download monthly client experience reports (source documents) from insurance carriers via email or web portal for assigned book of clients.
  • Review the source documents for accuracy and ensure that they include all the required data for that specific report.
  • Load source documents into the NFP file system, saving in accordance with NFPCS filing conventions.
  • Prepare financial and utilization reports (based on the source documents) to be used in monthly/quarterly experience reports, annual forecasting (renewals) and any ad-hoc analysis for fully insured clients.
  • Assist Financial Consultants with preparing financial and utilization reports for large/self-insured clients.
  • Attend client meetings and perform follow up with clients/team members on action plan items to ensure timeliness and accuracy.
  • Stay up to date with the latest developments, trends and regulations in the employee benefits marketplace.
  • Build and maintain solid relationships with clients as well as carrier sales representatives and account managers.
  • Other duties as assigned.

Knowledge, Skills and/or Abilities:

  • Ability to correspond on all financial issues in a clear, concise and persuasive manner.
  • Effectively establish rapport, present information and respond to questions from managers, clients and coworkers.
  • Strong Analytical Skills.
  • Ability to prioritize.
  • Excellent organizational skills.
  • Strong knowledge of Microsoft Excel.
  • Working knowledge of the group insurance marketplace is preferred but not required.

Education and/or Experience:

  • Four-year college or university degree. Finance/Statistics/Mathematics or related studies is required.

What We Offer:

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $65,000 – $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.