Financial Analyst (Phoenix, AZ)

| Phoenix – Mesa – Scottsdale, AZ
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The Role

As a Health and Group Benefits Financial Analyst you will contribute to a wide variety of complex projects involving the design, financing, delivery, ongoing management and communication of the full spectrum of health and group benefit programs including medical, dental, life, disability, tax-advantaged accounts, voluntary benefits and flexible benefits. You will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met.

Performance Objectives

Excellence
  • Perform financial analyses including developing pricing and employee contributions strategies, modelling plan design alternatives and calculating reserves
  • Conduct benchmarking studies and other research; provide value added analyses and summaries
  • Analyze and compare vendor products, services and contracts
  • Prepare financial reporting packages including dashboards and annual reports
  • Design, distribute and evaluate responses to surveys and RFPs
  • Communicate and liaise effectively with colleagues and clients regarding data collection and project execution
  • Prepare the first draft of deliverables for review by the consultant

People
  • Build strong relationships internally and collaborate effectively on cross-functional teams
  • Work with data and analytics subject matters experts to deliver meaningful, useful data
  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

Clients
  • Deliver on projects to meet or exceed client expectations
  • Increase efficiency within client teams by identifying ways to improve processes
  • Begin to deliver financial reporting information direct to the client

Financial
  • Deliver accurate and reliable claim reporting and financial modeling tools used to drive client decisions
  • Contribute to sales and marketing efforts by drafting proposals and responding to RFPs


The Requirements
  • Prefer some experience (could be as an internship) dealing with the financials of group health and welfare plans, ideally gained in a group benefit consulting/brokerage firm or group health underwriting or actuarial function (pricing/valuation) of an insurance company
  • Well organized and detail oriented
  • Strong written and verbal communication skills
  • Ability to ask the right questions and seek help where appropriate
  • Ability to respond to all communications effectively and in a timely manner
  • Flexibility and proven ability to diagnose and resolve issues; strong client service orientation
  • Demonstrated leadership qualities
  • Ability to work both independently and on client teams and enjoy a fast-paced environment
  • Sense of accountability; owning one's work and taking pride in it
  • Self-starter; interest in continually challenging oneself and willingness to step outside of one's comfort zone
  • Interest and ability to think beyond the task at hand and understand how one's work fits into the broader landscape
  • Strong analytical and integrative skills including ability to draw conclusions and identify trends from data in a logical, systematic way
  • Excellent Microsoft Office skills, particularly in Excel
  • Bachelor's degree required

Willis Towers Watson may be subject to mandatory employment-related COVID-19 vaccination requirements. Therefore, to the extent any such mandates apply, you may be required to certify and provide documentation of full vaccination against COVID-19 if you are hired in the U.S. If you accept an offer from WTW and are subject to a mandate but are unable or unwilling to be vaccinated because of medical reasons or sincerely-held religious beliefs, you may request a medical or religious accommodation. If you require an accommodation, the Company will evaluate your request and work with you to identify reasonable alternatives to vaccination, if available.

EOE, including disability/vets
More Information on Willis Towers Watson
Willis Towers Watson operates in the Fintech industry. The company is located in Seattle, WA, Tempe, AZ, Nashville, TN, Chicago, IL, Buffalo, NY, Arlington, VA, Philadelphia, PA and New York, NY. Willis Towers Watson was founded in 2022. It has 41317 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 68 open jobs at Willis Towers Watson, click here.
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