17 senior financial reporting consultant jobs found

Job Description: We are looking to add a Financial Consultant to join our Employee Benefits team in Dallas, TX . 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: Runs and analyzes client monthly financial reporting (MFSR) and presents MFSRs to clients. Provides intermediate-level financial reporting and presents results to clients. Works independently and/or under senior team member's guidance to assist with client budget modeling as needed. Recommends basic strategic and tactical initiatives based upon clinical and financial data. Analyzes IBNR results with senior team member oversight. Attends client meetings with occasional day and overnight travel required. Articulates how emerging market conditions impact client health and welfare plans from a cost and clinical perspective. Articulates employee...

The Senior Stop Loss Consultant is a foundational member of our stop-loss consulting practice, responsible for leading day-to-day execution while contributing to the broader development of our team structure, workflows, and market positioning. This role combines individual execution and informal leadership responsibilities — including placement strategy, client consulting, team workflow oversight, and reimbursement resolution. The ideal candidate is a strong operator and subject matter expert, capable of managing a complex block of business while supporting the build-out of scalable stop-loss operations. Key Responsibilities: Placement & Renewal Management Lead or support the full stop-loss placement process: data collection, market submissions, quote analysis, and recommendation. Negotiate stop-loss contracts and renewals directly with carriers to ensure optimal pricing, terms, and coverage structures. Serve as a stop-loss lead on new business opportunities...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. About the role We’re looking for an experienced People Data & Analytics Lead to manage and leverage people data from Workday and other HR systems to provide business insights.  You will create and maintain clear business definitions and a reusable data dictionary to enable trusted HR reporting and seamless downstream integrations. You’ll also apply strong data engineering practices to deliver reliable...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are seeking a dedicated Business Strategy Analyst Lead – Complaint Insights . We offer a flexible work environment that requires an individual to be in the office 4 days per week . This position must be based in our San Antonio, TX; Plano, TX; Phoenix, AZ; Colorado Springs, CO; Charlotte, NC or Tampa, FL...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a Senior Business Strategy Analyst focused on Member Experience Analytics, you will define and implement instrumentation for end-to-end member experience analytics. Your responsibilities include designing how member interactions are captured across channels, transforming this data into actionable insights via...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity This role requires a seasoned professional to manage and oversee risk within the Private Credit book of business, ensuring alignment with strategic objectives. The Principal will be instrumental in enhancing the existing risk framework and applying it across the entire Second Line of Defense (SLOD) Private Credit lifecycle. A...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Investment Operations Analyst Lead you will  be responsible for  researching new securities  purchased  in the institutional portfolios for the Association. Study securities on the Bloomberg terminal and works with USAA Traders, Strategists, Asset Managers and Reporting Analysts and consults other market...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Independence American Insurance Company (IAIC),   is a subsidiary of Independence Pet Holdings (IPH).  IAIC   has over 50 years of underwriting experience and a history of innovation in the pet insurance industry. IAIC has built a reputation as a trusted and dependable partner. We are a...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Independence American Insurance Company (IAIC),   is a subsidiary of Independence Pet Holdings (IPH).  IAIC   has over 50 years of underwriting experience and a history of innovation in the pet insurance industry. IAIC has built a reputation as a trusted and dependable partner. We are a...

Job Responsibilities and Requirements The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues. This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases. This senior role ensures operational excellence through proactive engagement, advanced problem-solving, and cross-functional leadership. Client Relationship Management Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues. Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications. Navigate complex client challenges,...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance SVP Casualty Operations Enablement PRIMARY PURPOSE :  The Senior Vice President, Casualty Operations Enablement serves as a senior operational leader and strategic partner to the President of Casualty, with accountability for strengthening execution, alignment, and operational discipline across the Casualty organization.  This role is responsible for translating Casualty strategy into scalable execution, enabling leadership effectiveness, and ensuring consistent...

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. Summary Reporting directly to the head of Technology Finance and Partner Management, this role functions as the Controller for the IT...

  Broker Director The Broker Director plays a critical role in driving profitable growth, strengthening broker partnerships, and protecting our clients. Reporting to the Broker & Market Leader, this role is responsible for managing strategic relationships with up to five key retail brokers and serving as a core member of a national broker coverage team. The Broker Director collaborates closely with internal partners and broker counterparts to deliver insights, deepen engagement, and accelerate growth. We are looking for a highly motivated, results-driven professional with a strong ability to identify and pursue new business opportunities. The ideal candidate brings solid business acumen and can translate market insights into revenue-generating strategies. How You Will Make an Impact Drive profitable growth, retention, and optimal portfolio mix with assigned brokers. Lead execution of local market strategies aligned with national broker commitments....

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 Benefits Specialist to join our growing team in Plano, TX ! The Benefits Specialist supports consultants and client teams by coordinating day‑to‑day service needs, managing data, and ensuring accurate and timely delivery of client work. This role collaborates closely with internal partners and external vendors on benefit plan updates, reporting requests, escalated issues, and implementation activities. The specialist reviews plan utilization, interprets performance trends, and assists in developing renewal and plan design recommendations. This position plays a key role in preparing client materials, managing project timelines, and ensuring smooth operational execution—always with a focus on accuracy, client satisfaction, and service excellence. How You Will Contribute: Client &...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBLITIES: Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves Review experience reporting for accuracy Collaborate with consultants and account teams to prepare and deliver client financial presentations Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions Manage and oversight of underwriting support team Renew and market carriers for assigned book of business Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial...

The Mid-Market Benefit Analyst assists in all aspects of day-to-day client management as directed by members of the team.  The Benefit Analyst supports client teams in developing benefit strategies and meeting client goals and objectives and in selecting programs that best meet the client’s needs and financial requirements. The essential functions include data analysis, drafting client reports, RFP development, marketing analysis and vendor implementation. The qualified candidate must have the ability to learn the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans. Your Impact: Benefit Analyst does not directly manage any clients Under moderate supervision, collects, analyzes, and prepares information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate and peer reviewed Fully support Consultants, Account...

We are seeking an Account Executive with expertise in the student health insurance sector to drive strategic growth and manage key relationships with higher education institutions. This role is ideal for a results-driven professional who understands the unique needs of colleges, universities, and their student populations. This position may have access to sensitive information such as PII and/or PHI.  As such, all Academic HealthPlans employees sign and adhere to AHP’s Information Security Handbook covering information security policies and procedures. Your Impact New Sales Strategy & Execution:  Develop and execute strategic sales plans to expand market share and meet revenue targets. Client Relationship Management:  Build and maintain strong relationships with university administrators, student affairs leaders, and benefits managers. Consultative Selling:  Understand client needs and provide tailored insurance solutions that align with institutional goals and...