27 financial analyst sr jobs found

Position Summary: The Senior Financial Analyst is responsible for underwriting renewal projections on various group sizes, building premium equivalents, self-insured feasibility, contribution analysis, plan evaluations, and handling other analytic requests as needed. Aiming to help educate our producers, account management, and clients in understanding their benefits programs, renewals, and provide negotiation points to justify lower renewals. Tasks: Evaluates the financial risk of medical & ancillary benefits for clients and prospective clients Proficiently communicates with internal/external customers using web-based tools Uses group experience and demographic analysis to drive future strategies such as plan changes, stop loss levels, funding changes, & contributions Creates RFPs for carriers and manages the financial part of the renewal Evaluates and explains financial analyses to internal benefit analysts/producers Presents explanation of financial...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Senior Financial Analyst is a hybrid finance role that serves as the primary finance point of contact for an assigned business segment, unit, or vertical, while also supporting recurring monthly finance responsibilities. The role provides financial analysis, reporting, forecasting, reconciliations, and accounting support, and partners with Program Leaders to review performance, investigate...

Position Title Relationship Analyst Commercial Real Estate/Homebuilder Finance   Location Houston, TX 77079   Job Summary The CRE/HBF Relationship Analyst is responsible for supporting CRE and HBF Sr Directors, Relationship Managers and Portfolio Managers ensuring the highest level of quality service to each client. Uses independent judgement in making decisions regarding loan closings and problem-solving client issues or concerns regarding bank products (loans, deposits, ancillary services). Acts as a liaison and coordinates functions with the Relationship Managers, Support Team, internal departments and the client. Responsible for key functional reporting of the department in the areas of compliance and profitability.   Job Responsibilities: JOB RESPONSIBILITIES Administers tasks that support the commercial sales process ensuring accurate and timely processing of all transactions.  This includes; documentation of transactions originated by direct sales and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Sr. Financial Consultant to join our growing team in Plano, TX!         Leads and oversees the servicing of financial consulting needs for employee benefit clients.   Utilizes industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes.  Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations.       How You Will Contribute:     Oversight of monthly financial reports...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Senior Client Service...

Why GMF Technology? Innovation isn’t just a talking point at GM Financial, it’s how we operate. From generative AI and cloud-native technologies to peer-led learning and hackathons, our tech teams are building real solutions that make a difference. We’re committed to AI-powered transformation, using advanced machine learning and automation to help us reimagine customer interactions and modernize operations, positioning GM Financial as a leader in digital innovation within a dynamic industry. Join us and discover a workplace where your ideas matter, your development is prioritized, and you can truly make a global impact. Flexible hybrid work environment (onsite 2 days a week/3 days remote) at our Arlington (AOC1), TX office. Please note: We are unable to provide any type of sponsorship for this position at this time.   About The Role:   The Sr Treasury System Support Analyst – Global Finance is responsible for providing analytical support for the business areas assigned...

Description Job Description Summary: The Sr. Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above within assigned geographic territory. They draw upon established network to drive bank / customer profitability via loans, deposits, Treasury Management, fees, and capital markets. They provide customers valuable insights and introduce product and service partners to meet customer needs. They work in concert with portfolio management partners, to structure loans, manage underwriting and credit approval process, ensure appropriate documentation, and manage closing of complex commercial loans. Duties and Responsibilities: Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets,...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Description Job Description: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. POSITION...

Description This position is an onsite position and available to be filled at any Huntington Corporate office location (see location options on posting) Summary: The Senior Manager, Data Protection is responsible for leading the strategy, governance, and operational execution of enterprise Data Protection and Privacy incident response operations. This role will report to the Director of Insider Risk and Data Protection and provide leadership across data security, privacy compliance, and data governance capabilities to ensure the organization's sensitive information remains protected. A successful candidate will partner closely with Cybersecurity, Legal, Privacy, Risk, Human Resources, Technology, Compliance, and business stakeholders to develop and mature enterprise-wide capabilities that protect customer, employee, and corporate data across on-premises, cloud, SaaS, collaboration, and endpoint...

Job Description: We are looking to add a Sr. Pharmacy Consultant to join our EB team. 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! Basic Function: The Sr. Pharmacy Consultant will assist the Pharmacy Director in executing on business through consulting and analysis services. The Sr. Pharmacy Consultant will leverage expertise, strong contract negotiation skills and industry-leading analytics to consistently produce validated savings to Holmes Murphy clients. Essential Responsibilities: Trains clients and employees on pharmacy trends, cost containment and clinical strategies. Collaborates with Clinical Strategies Team in the development of client clinical analysis and tools. Monitors pharmacy and medical utilization across book of business. Presents pharmacy strategy in sales finalist meetings for new business and retention of key clients....

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary Join our Claims team as a Sr. Claims Specialist where you will review, analyze, and adjudicate claims with accuracy and compassion...

Introduction Zenith is a team of Workers' Compensation Specialists committed to helping businesses succeed by protecting against the financial and human consequences of workplace injuries, providing for the needs of injured employees and making the workplace safer. To distinguish ourselves as the desired provider of Workers' Compensation Insurance, values such as collaboration, work-life balance, and integrity are placed at the center of all our operations. In addition, Zenith supports career advancement through a dedication to ongoing learning and development. An individual coming to Zenith will not only receive competitive compensation and a comprehensive benefits package, but continuous opportunities to grow as a professional. Overview Responsible for the technical design, planning, implementation, performance tuning and recovery of our IT Security infrastructure, posture and supporting infrastructure. Serve as a hands-on...

Description This position is available to be filled at any Huntington Bank Corporate office location.  Summary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established guidelines. In addition, this role analyzes financial statements and completes ratio and trend analysis to determine customer financing eligibility. Duties & Responsibilities: Underwrite high quality credit narratives in support of new and existing loans. Review and analyze applications, financials statements, credit reports, etc. Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from financial information. Understand cash flow from operations, which includes identifying recurring and non-recurring sources. Research industry...

Why GM Financial Cybersecurity? Innovation isn’t just a talking point at GM Financial, it’s how we operate. By joining our team, you’ll work in a mission-focused environment with specialized teams, including Engineering, Threat Intelligence, Vulnerability Management, Incident Response, Firewall, Governance, Risk, Architecture and Offensive Security. These teams collaborate to identify, manage and respond to threats, all while driving innovation across the environment.     Cybersecurity is central to our strategic vision, so you’ll benefit from exceptional leadership visibility, with direct reporting lines to the CEO. This structure ensures your work is recognized and supported at the highest levels, while also enabling bold innovation and the adoption of cutting-edge technologies.     Shape the future of Cybersecurity at GM Financial, with the freedom to explore, the tools to build and the support to thrive. About the role The...

Company Details   Berkley Technology Underwriters is a global insurance provider offering property, casualty, professional and cyber insurance coverage for technology companies.  Responsibilities As a Sr. Technology Underwriter , you’ll be responsible for the management and growth of a Texas book of business as well as the acquisition of new business with a focus on Technology Middle Market insurance customers.  We will rely on you to analyze customers’ business information and claims history, monitor clients’ activities to change the policies as risks evolve.  You’ll evaluate acceptability of individual risks and determine overall acceptability of risk, coverage terms and pricing to achieve company profit objectives.  You’ll work with agents/brokers to develop productive and profitable relationships while also ensuring compliance with company underwriting guidelines and insurance regulators.  Responsible for...

Description This role must be filled in the San Antonio, TX market. Summary: The SBA Product Business Development Ofc Sr is responsible for marketing a full range of banking services to Small Business Administration (SBA) loan eligible businesses with emphasis on client contact, origination and analysis.  Duties & Responsibilities: Responsible for self sourcing SBA loan origination with emphasis on client contact, origination and analysis. Typical loan amounts are for $350K - $5MM. Reviews financial statements and supporting documents, structures SBA loan proposals, completes initial analysis, and prepares credit package. Ensures compliance with applicable federal, state and local laws and regulations, agency guidelines and organization policies. Performs other duties as assigned. Basic Qualifications: Bachelor's degree or the equivalent of 4 years' SBA lending experience A minimum of 5...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. POSITION...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients' financial goals....