Sr. Financial Consultant, EB

Sr. Financial Consultant, EB Waukee, IA

We are looking to add a Sr. Financial Consultant to join our Employee Benefits team in Waukee, IA. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!

Essential Responsibilities :

To support the financial planning and analysis functions for Holmes Murphy Employee Benefits clients, focusing on data analysis, financial modeling, and regulatory compliance. The individual in this role will work in accordance with the established objectives and procedures of Holmes Murphy & Associates.

Additional Responsibilities :

• Provides financial consulting and strategic insights to clients with respect to their employee benefit health and welfare plans; runs financial / clinical components of client meetings.
• Analyzes client monthly financial reporting (MFSR) and presents MFSRs to strategic clients.
• Provides advanced CLUE reporting, presenting results to clients.
• Oversees the development and enhancements of new and existing client budget, financial and clinical analysis and tools, and CLUE reporting.
• Builds and maintains Financial / Clinical models to support client account teams; mentors and trains junior staff, as necessary.
• Recommends advanced strategic and tactical initiatives based upon clinical and financial data.
• Oversees IBNR methodology.
• Attends client meetings with occasional day and overnight travel required.
• Identifies opportunities provided by emerging market conditions that impact client health and welfare plans from a cost and clinical perspective.
• Identifies opportunities surrounding employee benefit related compliance regulations, particularly as it pertains to client financial and budget needs.
• Identifies opportunities with respect to plan designs, funding arrangements, benefit / demographic adjustments, stop-loss insurance, out of network savings arrangements.
• Project management of advanced financial / reporting / H&W benefits projects including overseeing deadlines and work of others.
• Performs special projects and other duties as requested.

Knowledge, Skills and Abilities :

Competencies :

In addition to the responsibilities, knowledge, skills, and abilities outlined in this job description, the Company also assesses and develops employees based on core and technical competencies through a performance management process. Employee consistently applies the competency in difficult situations, demonstrates deep understanding of its importance, and generally requires no guidance. Competencies applicable to this role include :

Qualifications :

Here's a little bit about us :

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.

Benefits :

Holmes Murphy & Associates is an Equal Opportunity Employer.