Ohio Licensed Financial Analyst

Job Summary

A company is looking for a Consultant, Financial Analyst to review financial reporting and analysis for clients.

Key Responsibilities

• Review self-funded financial reports and provide feedback for discussions
• Analyze claims and manage various audits and optimization processes
• Prepare financial projections and assist in client meetings to discuss reports

Required Qualifications, Training, and Education

• Four-year degree in Finance, Statistics, or Mathematics preferred, or 6+ years of equivalent experience
• 3-5 years of related experience with a carrier, consultant, or broker
• Intermediate to Advanced Microsoft Excel skills required
• Ohio Life and Health License required
• Ongoing education to meet CE requirements