1290 financial consultant jobs found

Cons Fin Analysis - FF07BE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Operations Finance team plays a critical role in shaping how a large, complex organization plans, deploys, and optimizes more than $500M in annual operating expense . As a Financial Consultant , you will operate at the intersection of finance and operations—partnering directly with Financial Shared Services leaders (Premium Audit, Billing, Claims, Bank Fees) to influence decisions that matter. At the same time, this role is intentionally designed to improve how finance works . You will help automate, streamline, and modernize financial processes —enhancing forecasting accuracy, improving analytical efficiency, and reducing manual effort...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Financial Consultant – The Auto Club Group What you will do: Provides expert financial advice, guidance and counsel supporting business objectives and decisions.  Researches, evaluates and interprets financial data using advanced and emerging financial techniques and tools.  Responsible for providing consulting services to internal customers through participation on projects or corporate initiatives.  Acts as the primary liaison with assigned business project teams to ensure successful achievement of project objectives and goals.  Develops, designs, tests and documents system changes or upgrades.  Coordinates with various departments in preparation for services provided by external organizations (i.e. bench marking, exams, audits, etc). Leads, facilitates and...

Position Title Financial Consultant Location Howard Beach, NY 11414 Job Summary The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk. Pay Range: $35,568.00 - $66,534.00 - $97,500.00 Please note this is a commission-based role. Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.  Indirect talent management for licensed bank staff and responsible for the following: conduct team...

Company: Mercer Description: We are seeking a talented individual to join our Government Healthcare Consulting team (GHSC) at Mercer. The Sr. Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We specialize in assisting government-sponsored programs in becoming more efficient purchasers of health services. We bring the best critical thinkers forward in helping our clients address their issues. We will count on you to: Work with client and team project managers to clearly define the scope, timelines and deliverable(s) of the project; ensure development and proposes essential project documents, including the budget and work plans Ensure regular...

Company: Marsh McLennan Agency Description: Marsh McLennan Agency’s East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. The primary role of the Financial Consultant is to work with the Account Teams on assigned cases, providing complex financial analysis and utilizing modeling tools to evaluate benefit programs and their impact on overall business objectives, including the management and control of client risks and losses. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following: Perform financial, and risk analysis support for internal sales teams and their respective consulting...

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 Financial Consultant to join our growing team!  The Financial Assistant assists Benefit Consultants in servicing the financial consulting needs of the employee benefit clients.  Utilizes technical knowledge to retain clients by providing financial expertise.  Role includes evaluating financial and utilization metrics for clients including but not limited to cost projections, plan design modeling and monthly financial reports as well as assisting with other ad-hoc reports and analysis.  This is a client-facing role that will include some involvement in presentations at client functions and meetings. How You Will Contribute: Proficient to expert level financial/underwriting, renewal and marketing, as well as reporting, including but not limited to financial projections, large claim analysis,...

Our Employee Benefits team is growing, and we’re looking for a Financial Consultant who thrives on turning data-driven insights into strategic client solutions. In this role, you’ll play a key part in supporting our producers and account executives through expert financial analysis, cost management strategies, and innovative funding approaches that drive client success. In this role, you will: Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities Train and mentor members of the Financial Consulting team Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management...

Job Description: 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. Essential 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...

Position Title Financial Consultant   Location Grosse Pointe Woods, MI 48236   Job Summary The financial consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from prospective customers. Advise and assist Flagstar customers in optimizing their financial position by creating a customized investment strategy designed around their goals, time frame, and comfort level with market risk.   Job Responsibilities: Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support.  Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. About the role: The Senior Financial Consultant must have a deep knowledge and extensive experience with underwriting Group Life & Disability national accounts. This position partners with the Sales and Service organization to support current clients and assist with acquiring new business by ensuring that Brown & Brown Strategic Non-Medical Solutions (SNS)’ clients receive the most competitive pricing and programs available in the market. The Sr. Financial Consultant role is a key component that rounds out SNS’ value proposition through financial analysis and recommendations to maximize product offerings and cost savings via an evidence-based approach. This position serves as the primary financial expert and contact for the account teams and is responsible all financial aspects of SNS’ client’s benefits, including RFP, renewal...

Job Posting End Date: March 06 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their...

Company: Mercer Description: What can you expect: We are seeking a talented individual to join our Private Wealth Team at Mercer Ireland with the role based in either Cork or Dublin. The Private Wealth Team are part of the Wealth business in Mercer. They provide holistic financial planning to individuals and members of corporate organisations for fee and/or commission. The advice ranges from pension planning for retirement to recommending suitable life assurance to choosing the most suitable ARF, annuity, savings or investment arrangement for their funds. The Financial Planning Consultant role will involve providing detailed advice to individuals on their financial affairs and the role holder will utilise their technical knowledge to identify solutions for their portfolio of clients. It is an exciting role for a proactive financial planning consultant with lots of opportunity for progression and expansion of the role. We will count on you to: Advise...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description The Financial Senior Consultant communicates financial results to business partners for key products, markets and initiatives, develops in-depth story lines to deepen client insights, and recommends creative actions to guide strategy and operations. This role formulates financial projections to predict and track performance, diagnose potential issues and prompt corrective actions. Key Responsibilities • Develop and lead effective presentations for large groups • Provide accurate, timely reports with financial insight to allow...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. Recognized as a technical expert in an underwriting specialty. Under general management direction, works within broad limits of authority on assignments requiring a high degree of technical complexity and coordination. May have regional, industry segment or company-wide scope. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Develops...

Job Summary:   The Financial Planning & Analysis (FP&A) Consultant is responsible for delivering forward-looking financial insights and strategic support to drive performance within the Standard Lines businesses. This role is a trusted advisor to senior executives, leveraging analytics and financial modeling to influence key business decisions. You will proactively identify opportunities, assess risks, and provide actionable recommendations that influence results.  The consultant plays a critical role in forecasting, budgeting, and scenario planning, enabling informed decision-making and ensures a deep understanding of business drivers, identify emerging trends, and translate operational impacts into financial outcomes.    Key Responsibilities: Analysis and Insights | Go beyond traditional reporting to deliver predictive and prescriptive insights that inform business strategy and operational performance.  Data-Driven Problem Solving | Develop analytical tools...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  CNA is one of the premier providers of professional liability insurance. CNA offers excellent work/life balance opportunities and a strong benefits package. We are currently seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in this position will primarily focus on high severity D&O and E&O claims under policies issued to Public Companies as well as Financial Institutions such as large depository institutions, insurance companies and investment advisors. The Individual in this position will investigate and maintain complex professional liability claims and work within specific limits of authority on assignments requiring significant technical...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  The Tech Financial Management Consultant is responsible for the entry and maintenance of all financial data related to projects/products including baselines, actuals, accruals, forecasts, contracts, purchase orders, invoices, internal and external allocations, and external labor rates. They must follow all controls, processes, and procedures and provide evidence of completion, where required. They will review all reports and make updates/corrections based on exceptions. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Review and maintain financial data including accruals, invoices, paids, and...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 14,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term...

Job Description: We are looking to add a Sr. 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: 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. Essential 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,...