Employee Benefits Financial Analysis Consultant

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

The Consultant, Financial Planning & Analysis will be a key member of the Employee Benefits FP&A team within the Office of the CFO, partnering closely with senior finance leaders and business stakeholders to drive insight‑led decision making. This role plays a critical part in translating financial and operational data into actionable insights that support profitable growth, expense efficiency, and long‑term strategic objectives across Employee Benefits.

This position is designed for a finance professional who thrives at the intersection of analytics, business partnership, and strategy—someone who moves beyond reporting to shape the narrative, challenge assumptions, and guide decision‑making. The role offers meaningful exposure to EB business functions, ownership of critical financial processes, and the opportunity to help advance FP&A toward a more agile, technology‑enabled, and insight‑focused future.

This role will have a Hybrid work arrangement, with the expectation of working in an office (Hartford, CT) 3 days a week (Tuesday through Thursday).

Key responsibilities include:

Planning, Forecasting & Financial Ownership

• Own monthly reporting, forecasting, and outlook development for assigned EB business functional expenses
• Drive the development of periodic expense outlooks and the annual operating plan, ensuring assumptions align with business strategy and growth objectives
• Build and present outlook walks that clearly explain changes between forecast periods and articulate underlying drivers
• Review staffing projections and hiring timelines to accurately reflect expense impacts
• Ensure accurate accounting of financials for monthly operating expense reserves and product allocations

Analytics, Automation & Continuous Improvement

• Develop and evolve KPIs, operational metrics, and trend analyses to deepen insight and increase frequency of monitoring
• Partner with the staff modeling team to assess drivers, assumptions, and alternative metrics to support multi‑year outlooks that align to strategic objectives and growth plans.
• Drive continuous improvement in reporting, forecasting, and analytics through automation, advanced tooling, and elimination of low‑value activities
• Leverage existing and emerging technologies to increase FP&A capacity and elevate insights, including planning tools, business intelligence platforms, and data automation solutions
• Contribute to the team’s evolution toward more predictive and prescriptive analytics that provide deeper insight and forward-looking impacts

Business Partnership & Strategic Insight

• Serve as a trusted thought partner to business and finance leaders, framing complex problems and recommending financially sound solutions
• Apply a financial lens to customer and business inputs, using metrics and data to challenge assumptions and drive efficiency
• Translate complex financial and operational information into clear, compelling stories and executive‑ready materials

Qualifications

• 5+ years of progressive finance experience
• Strong analytical and critical‑thinking skills, with the ability to synthesize complex data into actionable insights
• Advanced Excel and financial modeling skills; strong PowerPoint / presentation capabilities
• Experience with TM1/Planning Analytics and business intelligence tools (e.g., Power BI) preferred
• Working knowledge of data structures, data sources, and techniques for transforming unstructured data into structured, analyzable formats
• Interest in leveraging automation, analytics, and emerging technologies (e.g., RPA, AI/ML) to increase insight and capacity within FP&A
• Familiarity with insurance accounting and reporting, including knowledge of GAAP concepts
• Excellent written and verbal communication skills, with comfort presenting to senior stakeholders
• Ability to learn new tools and technologies quickly and adapt to evolving business needs
• Demonstrated ability to manage multiple priorities, work independently, and collaborate effectively across teams
• An undergraduate degree in finance, accounting, or related field is preferred.  CPA or MBA is a plus.

What Success Looks Like:

• Financial insights are timely, clear, and decision‑oriented—not just accurate
• Business partners rely on this role as a trusted advisor to frame problems, evaluate trade‑offs, and guide outcomes
• Forecasts and outlooks tell a cohesive story of drivers, risks, and opportunities
• Reporting and analysis continuously evolve toward more predictive, automated, and value‑added outputs

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits