CAC Financial Analyst, Employee Benefits

About this role

Entry-level position where the candidate will gain the foundational skills needed in employee benefits and insurance to advance client strategies and fulfill objectives of the Financial Team & Employee Benefits Department.

PRIMARY RESPONSIBILITIES: • Contributes to a wide variety of projects involving design, financing, delivery, ongoing management and communication of health and group benefit programs for Employee Benefits clients. • Coordinates reporting workflow, project management, & project communication. • Completes basic monthly financial reporting, mostly independently and more complex deliverables and projects with oversight.

Education & Experience: • Bachelor’s degree required; Study in business, risk management, math, or relevant work experience preferred • Competence in Microsoft Office Suite, with demonstrated proficiency in Microsoft Excel (Pivot Tables, xlookup, etc.) required. Experience with macros preferred but not required. • Power BI (or similar) data visualization experience preferred. • Effective communication skills in both verbal and written form. • Strong ability to manage multiple projects with competing priorities. • Problem solving and critical thinking skills required. • Ability to efficiently handle multiple, simultaneous, and complex tasks and projects. • Ability to work in a fast-paced environment. • Well organized and detail oriented. • Team player who takes initiative, demonstrates resourcefulness and is self-motivated to continuous learning and development. • Strong financial and client service orientation. • Highly organized with the ability to implement process improvements. • High level of professionalism and confidentiality.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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