Associate Financial Strategist

Overview

This role supports benefit strategy through foundational financial analytics, reporting, and modeling. Responsibilities include claims projections, benchmarking, renewal analysis, and other financial reporting, while building technical expertise. The position partners with senior Financial Strategists to support client deliverables and strategic recommendations.

Location

Remote flexibility is available, with a preference for candidates located within the organization’s Northeast market, including New Hampshire, Vermont, Massachusetts, or Maine.

Responsibilities

• Perform core financial analytics to support benefit strategy, renewals, and client decision-making.
• Execute claims reporting and related analytics, including:
  • Data warehouse and utilization reporting
  • Contribution modeling
  • Benchmarking
  • Stop-loss analysis
  • GeoAccess and disruption analysis
  • Renewal projections
• Support Financial Strategists with complex analytics and client deliverables.
• Facilitate renewal presentation meetings.
• Conduct market research and funding analysis to support strategic recommendations.
• Mentor junior analysts and lead small projects, as appropriate.

Requirements

• Active Life & Health License or ability to obtain within 90 days of employment.
• Bachelor’s degree.
• 3+ years of relevant experience.
• Foundational financial modeling skills.
• Understanding of funding models and carrier dynamics.
• Working knowledge of self-funded health plans.

Preferred Qualifications

• Strong analytical and strategic thinking skills.
• Advanced analytical capabilities.
• Strong attention to detail and commitment to quality assurance.
• Focus on operational excellence and accuracy.
• Coaching and knowledge-sharing mindset with an interest in supporting the growth of others.

Compensation & Benefits

• Salary Range: $65,000—$70,000 USD

Eligible benefits may include:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

Final offer amounts will depend on factors including geographic location, prior relevant experience, and the candidate’s knowledge, skills, and abilities.

These benefits do not apply to internship roles.

Equal Employment Opportunity

The organization provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics, and complies with applicable federal, state, and local nondiscrimination requirements in every location where it has facilities.