The Financial Reporting Specialist will be responsible for:

• Providing financial reporting to groups on a monthly basis
• Working in multiple carrier sites to capture data accurately
• Utilizing Excel to manipulate data
• Correctly inputting data into complex reporting packages
• Reviewing data to find inaccuracies
• Learning new technology and programs
• Producing and distributing reports
• Explaining financial reporting to benefit analysts, producers and clients

Specific Knowledge, Skills and Abilities:

• Must have Intermediate Microsoft Excel skills or better
• Keen attention to detail
• Critical thinking skills and ability to spot abnormalities in data
• Strong general computer and internet skills
• Ability to quickly learn new software systems
• Strong organizational skills and task-oriented
• Capable of passing State Life and Health licensing exam upon hiring

Experience and Education:

• College degree in data analytics, finance, insurance, mathematics, statistics preferred
• High school diploma or equivalent required
• Experience in group health insurance and/or data analytics preferred

Physical Requirements:

• Will be required to attend two week-long in office training programs in a classroom like setting
• Must be capable of working in an office like environment
• May be required to lift files, packages, etc. of up to 20 pounds
• Work independently and remain focused in a cubicle environment or at home environment
• Ability to attend client meetings when requested