Economic Analyst jobs at Prime Therapeutics

At Prime Therapeutics (Prime), we are a different kind of PBM, with a purpose beyond profits and a unique ability to connect care for those we serve. Looking for a purpose-driven career? Come build the future of pharmacy with us. Job Posting TitlePrincipal Pricing Analyst - REMOTEJob DescriptionThe Principal Pricing Analyst leads complex analyses, financial modeling, and reporting to create new business insights and strategies for Prime's financial pricing programs and will drive the strategic vision for financial pricing analyses and reporting. Will also provide complex consultation and analytic insight to internal and external stakeholders and is a primary contact for financial pricing information.Responsibilities Provide leadership and subject matter expertise on Prime's financial pricing programs Develop analytic recommendations that directly impact Prime's financial pricing strategies, financial contract management, profit drivers and the organization's financial value statement Lead the development of financial analytic pricing methodologies, models, reports and new products to drive and influence business decisions and outcomes Demonstrate advanced knowledge of Prime's financial pricing practices and analytic models; develop solutions to a variety of complex problems Drive enterprise-wide transformation and process improvement to financial pricing analytics processes and programs Other duties as assigned Minimum Qualifications Bachelor's degree in applied math, statistics, engineering, accounting, finance, economics, business, computer sciences or related area of study, or equivalent combination of education and/or relevant work experience; HS diploma or GED is required 8 years of work experience in pricing or financial analysis to include 5 years of experience in Pharmacy Benefit Management (PBM), claims processing, healthcare, and/or related field 3 years of experience using Tableau, SQL, SAS, Alteryx, Teradata, R, or Python technologies Must be eligible to work in the United States without the need for work visa or residency sponsorship Additional Qualifications Extensive PBM industry knowledge and deep understanding of the financial levers of a PBM; ability to articulate the industry trends to internal and external clients, and the impact of trends and changes to PBM and client financials Ability to establish rapport and effectively influence at all levels within an organization Expert ability to communicate effectively and present complex data to a wide variety of audiences Expert influencing skills to drive change and adoption of new analytic capabilities to support pricing financial analytics Preferred Qualifications Master's degree in Business Administration, Finance, Health Care Administration, Statistics, Computer Science, Math or related area of study Experience in Big Data and Data Analytics Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures Every employee must be able to perform the essential functions of the job and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions, absent undue hardship. In addition, Prime retains the right to change or assign other duties to this job.Potential pay for this position ranges from $94,000.00 - $160,000.00 based on experience and skills.To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page and click on the "Benefits at a glance" button for more detail. Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (including pregnancy), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law. We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law. Prime Therapeutics LLC is a Tobacco-Free Workplace employer. Positions will be posted for a minimum of five consecutive workdays.

Job Title: Technical Financial Analyst (Workday) Compensation: $125,000-$140,000 base + 9% annual bonus Schedule: Full-time, Hybrid About the Role We are supporting a leading organization in Atlanta seeking a Technical Financial Analyst with strong Workday Financials expertise. This role bridges finance and technology, ensuring business processes are optimized through effective Workday configuration, reporting, and integrations. You'll partner with finance and technology teams to deliver scalable solutions and drive process improvements. Key Responsibilities Configure Workday Financials modules supporting Q2C, OTC, P2P, and RTR processes. Develop reports, dashboards, and calculated fields to meet business needs. Perform and manage EIB imports while ensuring data integrity. Collaborate across teams to gather requirements, design solutions, and support enhancements. Document workflows and manage tasks using Jira, Confluence, SharePoint, and Visio. Provide support, training, and troubleshooting for Workday Financials. Stay current on Workday releases and recommend improvements. Qualifications 5+ years of experience in a Financial or Technical Analyst role with a focus on Workday Financials. Strong understanding of finance processes (Q2C, OTC, P2P, RTR). Hands-on experience with Workday configuration, reporting, and EIB imports. Proficiency with Jira, Confluence, SharePoint, Visio, and MS Office. Excellent communication and stakeholder management skills. Workday certifications preferred but not required. What's in it for You Base salary of $125,000-$140,000 plus 9% annual bonus. Hybrid schedule (3 days onsite, 2 remote). Collaborative environment with professional growth opportunities. Oscar Associates Limited (US) is acting as an Employment Agency in relation to this vacancy.

Data Analysis: Conduct in-depth data analysis to identify trends, patterns, and anomalies in data sets. Provide actionable insights to stakeholders. Data Profiling: Perform data profiling to assess data quality and integrity. Develop and implement strategies to improve data quality based on profiling results. SQL Proficiency: Utilize advanced SQL skills to write complex queries for data extraction, manipulation, profiling and analysis. Data Governance: Collaborate with data governance teams to establish and enforce data standards and policies. Ensure compliance with data governance frameworks. Documentation: Create and maintain comprehensive documentation for data processes, data lineage, and data quality metrics. Collaboration: Work closely with cross-functional teams, data engineers, and business stakeholders, to understand data needs and deliver solutions. Training and Mentorship: Provide training and mentorship to junior data stewards on data management best practices and tools. Continuous Improvement: Identify opportunities for process improvements in data management and stewardship practices. Implement best practices for data quality and governance. Education: Bachelor's degree in Data Science, Computer Science, Information Systems, Data Analytics or Engineering Team Player: Ability to work collaboratively in a fast-paced environment and manage multiple priorities. Job Qualifications Minimum of 5 years of experience in data stewardship, data analysis, or a related role. Advanced or intermediate SQL skills with experience in writing complex queries. Familiarity with programming languages such as Python or R for data manipulation and analysis. Familiarity with data profiling tools and techniques. Experience with data visualization tools (e.g., Tableau, Power BI) is a plus. Analytical Skills: Strong analytical and problem-solving skills with a keen attention to detail. EEO and ADA Statement must be included at the bottom of each Job Posting: Consulting Solutions and its family of companies is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at: ********************************

Role Snapshot The Internship Program with WPS Health Solutions is comprised of two key components. The first component involves gaining practical experience to supplement academic coursework and prepare for future career pursuits. This will be comprised of a hands-on role within a functional area related to a relevant field of study. Each internship incorporates responsibilities and tasks which support the business objectives and client service offerings, while providing ongoing collaboration with experienced departmental colleagues and exposure to "real world" business demands. The second element centers on exposure to corporate culture and professional development. Interns will participate in discussions focused on building soft-skills and business acumen. This intern will support the organization's Governance, Risk, and Compliance (GRC) efforts, gaining hands-on experience in managing IT security audits, risk assessments, and compliance documentation. The intern will assist with various projects related to contractual and regulatory compliance, risk management, audit support, and document management, contributing to the overall security posture of the organization. Start Date: June 2025 Pay Rate: $20.00/hour Hybrid Work Location: This position will be hybrid, having the regional availability to come into our office Two days a week. Our office location: WPS Corporate Center Building - 1717 W. Broadway in Madison, WI. In this role you will: Assist with the preparation and support of internal and external IT security audits. Support risk and compliance assessments to identify gaps and areas of risk. Manage and organize documentation related to IT security policies, audits, and risk assessments. Work within the ServiceNow module to support, risk assessments, and compliance activities. Assist IT Security staff on special projects and initiatives supporting the GRC team. How do I know this opportunity is right for me? If you: Are interested in IT security, risk management, and compliance, and want to understand how organizations ensure they meet security standards and regulations. Enjoy problem-solving and working with detailed documentation to ensure that security and compliance requirements are met. Are eager to gain hands-on experience in conducting audits, risk assessments, and supporting governance frameworks. Have a strong attention to detail and enjoy working with regulations, policies, and security protocols to help improve an organization's overall security posture. What will I gain from this role? Develop a deeper understanding of IT security frameworks, risk management strategies, and the importance of regulatory compliance in maintaining organizational security. Contribute to real-world projects related to security audits, risk analysis, and compliance documentation, playing a role in enhancing the security posture of the organization. Minimum Qualifications U.S. Citizenship is required for this opportunity due to Department of Defense restrictions. Be currently pursuing a degree in higher education or recent graduate. Have experience with Microsoft Office (i.e., Word, Excel, Outlook, etc.). Preferred Qualifications Currently pursuing a degree in Information Technology, Cybersecurity, Risk Management or related field. Remote Work Requirements High speed cable or fiber internet Minimum of 10 Mbps downstream and at least 1 Mbps upstream internet connection (can be checked at ********************** Please review Remote Worker FAQs for additional information Benefits Remote and hybrid work options available Holiday Pay and On-Demand PTO Who We Are WPS, a health solutions company, is a leading not-for-profit health insurer and federal government contractor headquartered in Madison, Wisconsin. WPS offers health insurance plans for individuals, families, seniors and group health plans for small to large businesses. We process claims and provide customer support for beneficiaries of the Medicare program and manage benefits for millions of active-duty and retired military personnel across the U.S. and abroad. WPS has been making healthcare easier for the people we serve for nearly 80 years. Proud to be military and veteran ready. Culture Drives Our Success WPS' culture is where the great work and innovations of our people are seen, fueled and rewarded. We accomplish this by creating an open and empowering employee experience. We recognize the benefits of employee engagement as an investment in our workforce-both current and future-to effectively seek, leverage, and include differing and unique perspectives that fuel agility and innovation on high-performing teams. This results in people bringing their authentic selves to work every day in an organization that successfully adapts to business changes and new opportunities. We are proud of the recognition we have received from local and national organization regarding our culture and workplace: WPS Newsroom - Awards and Recognition. Sign up for Job Alerts FOLLOW US! Instagram LinkedIn Facebook WPS Health Blog This position may from time to time provide support to federal health care programs and other governmental or regulated industries. In accordance with law and/or contractual requirements, individuals in this role are or may be subject to all applicable federal regulations, agency contract requirements, and WPS internal policies, including but not limited to standards for data security, privacy, confidentiality, and program integrity. WPS and its personnel are subject to mandatory enhanced screening and background investigation prior to being granted access to information systems and/or sensitive data in order to safeguard regulated information and government resources that provide critical services.

Marketing Statement: Tokio Marine North America Services (TMNAS) provides professional support services to Tokio Marine Group companies in the United States, including Tokio Marine America, First Insurance Company of Hawaii, and Philadelphia Insurance Companies. Customer service is our focus and our passion! Tokio Marine North America Services adds value in all that we do, providing the best professional service to our business partners, allowing them to achieve their goals. Our talented team delivers actuarial, audit, corporate communications, financial and investment, human capital services, information technology, legal, and payroll expertise to our customers. Job Summary: Conducts requirements analysis, configuration modification of AQS Policy Administration System to implement enhancements and Compliance changes. Troubleshoots defects reported either internally or by users' community, find the root causes, implements and tests solutions in various environments. Recommend system and processes improvement. Configurations are done using AQS proprietary configuration tool. Essential Job Functions: 1. Works on the configuration, development, and maintenance of enterprise contents including documents, letters and forms, and configuration of new and existing products in the insurance suits Works on the identification and documentation of business, functional, and technical problems Conducts analysis of business requirements documents Gathers and/or analyzes requirements for fixes and enhancements; develops and documents application specifications Conducts research, evaluates and provides input to potential solutions, considering project constraints, organizational architecture standards, customer business processes, and emerging technologies where applicable Develops work tasks, estimates, schedules, materials and plans to meet business needs Communicates technical recommendations back to business analysts, subject matter experts and end users Responsible for development and configuration of application systems according to provided technical specifications, design and business requirements Configures AQS policy Administration System to adhere to designs supporting business requirements Responsible for the design and development of documents, forms and application configuration according to provided technical specifications and business requirements Develops procedures and queries for analysis and reports Provides feasibility and analysis in generating ad hoc queries Performs artifact reviews to ensure implementation accuracy of technical specifications and the enforcement of the best coding practices and standards during the development process Ensures accuracy of the implementation through design and execution of unit testing Ensures the development and maintenance of SDLC artifacts related to implementation 2. Works collaboratively with Architects, Business Analysts, technical leads, QA teams, and subject matter experts of the various upstream and downstream systems in the design and development of solutions to meet business needs 3. Works collaboratively with unit testers and developers to identify comprehensive test scenarios 4. Supports QA and UAT execution and deployments in various environments 5. Learn and apply business rules specific to the insurance domain 6. Participates in preparation of deployment plan, troubleshoots and resolves production problems 7. Participates in planning and creation of release packages of various applications and related components, working with the release management team 8. Follows SDLC processes (e.g., change management processes, release processes, source code controls, build processes, and others), style requirements and all other procedures necessary for data and system integrity 9. Follows best practices and standards during system configuration, peers review and testing 10. Acts as a Single Point of Contact (SPOC) for business unit specific needs and works with management and internal teams to address business requests 11. Participates in on-going operational L3 production support and maintenance Participates processes and suggests improvements to performance where applicable Researches cause and determines the impact of production issues Works from incident and request queues, estimates work required, and works with other team members to prioritize and plan fixes/enhancements Provides resolution of incidents and ad hoc requests per established SLAs Provides technical assistance to inquiries regarding issues and/or questions 12. Communicates with other teams., including meetings facilitation 13. Monitoring progression of work tasks over release period, remove roadblocks 14. Executes sound judgment to accomplish goals 15. Performs a variety of tasks using creativity and latitude required Qualifications: Bachelor's degree or works toward Bachelor's degree (in MIS, or Risk Management or any other Business Degree) or equivalent experience preferred Some P&C Insurance industry preferred Familiarity designing and implementing solutions from functional and technical specs Some Experience providing technical support for resolutions Some Experience working with source code repositories Proficiency in Microsoft Office products (Visio, Excel, Word, PowerPoint) Some Experience with deployment automation tools and DevOps practices Some Experience SDLC and software support and maintenance approaches like Scrum and Waterfall Experience activities, tasks, practices, and deliverables associated with eliciting and clearly defining Familiarity with formal methodologies for planning and executing application development, enhancement, or support Some Knowledge of tools and programming languages for writing and modifying programs that comprise an application system Knowledge of tools and facilities for developing and populating application databases SQL knowledge is plus. Knowledge of and experience using objects in designing, developing and implementing applications and databases Familiarity with Agile Project Management Tools like ADO, Jira, etc. Demonstrated ability to learn and adopt new technologies and tools Strong writing and communication skills Strong customer service orientation (responsive, consultative, collaborative and accurate) Strong interpersonal relationship building skills: able to work with a variety of people and groups in a constructive and collaborative manner Strong analytical ability with the capability to determine the root cause of problems and issues and provide solutions Strategic thinking: Applies organizational acumen to identify and maintain focus on key success factors for the organization Superior attention to detail Ability to juggle multiple, competing, frequently changing time-sensitive deadlines and priorities Ability to work independently and without supervision Ability to work effectively as part of the team EEO Statement: Tokio Marine Group of Companies (including, but not limited to the Philadelphia Insurance Companies, Tokio Marine America, Inc., TMNA Services, LLC, TM Claims Service, Inc. and First Insurance Company of Hawaii, Ltd.) is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, sexual orientation and/or any other status protected by law.

Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry. By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey. Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb. As a Chubb Associate, you will be in a full-time position within Finance, and you will experience: • Challenging assignments and the opportunity to contribute to the results of a team. • Collaborative learning and group assignments with your cohort to help gain broader organizational understanding. • Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline. • Personalized development opportunities to help your immersion into a professional work environment and support your career goals. • Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders. • Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations. Chubb is looking for a strategic thinker with strong business acumen to join the Field operations Division financial planning and analysis (FP&A) team. This position will support executive management on business initiatives on a team that focuses on production, expense management and commission analysis as well as analysis of key performance indicators (KPI). Critical factors for success include delivering results with an attention to detail, clear and concise communication of business results to leadership, the ability to take ownership and meet deadlines, effectively building relationships and influencing others, identifying issues and sound recommendations for remediation, exhibiting a genuine willingness and desire to continuously build on insurance and product knowledge, and the ability to thrive in fast paced environment. Responsibilities • Own key deliverables, including the ongoing review of results, KPIs by product line, region and business segment; as well as contributing to senior management presentations and various other analyses that support planning, forecasting and ledger close activities. • Support corporate deliverables • Establish and develop relationships with various stakeholders and business partners, including executive management, corporate FP&A, expense management, actuarial and others; to facilitate value-added analysis and business insights. QUALIFICATIONS • ABOUT US Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law. Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees. Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.

Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry. By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey. Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb. As a Chubb Associate, you will be in a full-time position within Finance, and you will experience: • Challenging assignments and the opportunity to contribute to the results of a team. • Collaborative learning and group assignments with your cohort to help gain broader organizational understanding. • Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline. • Personalized development opportunities to help your immersion into a professional work environment and support your career goals. • Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders. • Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations. Chubb is looking for a strategic thinker with strong business acumen to join the Field operations Division financial planning and analysis (FP&A) team. This position will support executive management on business initiatives on a team that focuses on production, expense management and commission analysis as well as analysis of key performance indicators (KPI). Critical factors for success include delivering results with an attention to detail, clear and concise communication of business results to leadership, the ability to take ownership and meet deadlines, effectively building relationships and influencing others, identifying issues and sound recommendations for remediation, exhibiting a genuine willingness and desire to continuously build on insurance and product knowledge, and the ability to thrive in fast paced environment. Responsibilities • Own key deliverables, including the ongoing review of results, KPIs by product line, region and business segment; as well as contributing to senior management presentations and various other analyses that support planning, forecasting and ledger close activities. • Support corporate deliverables • Establish and develop relationships with various stakeholders and business partners, including executive management, corporate FP&A, expense management, actuarial and others; to facilitate value-added analysis and business insights. • Bachelor's degree in Business, Accounting, Finance, or Risk Management preferred • Strong GPA, over a 3.0 required • Preferred prior work experience, including but not limited to summer jobs, part-time roles, or internships. • Preferred leadership experience, including but not limited to work, involvement in community service, athletics, clubs, or other activities. • Technically adept/digitally savvy Competencies: • Ability to work effectively and independently with other disciplines and all levels of management/staff throughout the organization • Must be able to translate financial data/information into a relevant business narrative • Strong communications skills (written and verbal) • Strong analytical skills including the use of various internal system applications to gather and analyze data (including Excel, TM1, PeopleSoft, etc.) • Ability to problem solve and work autonomously to manager and prioritize multiple projects, people and stakeholders. • Constant evaluation of process for improvements and efficiencies

Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry. By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey. Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb. As a Chubb Associate, you will be in a full-time position within Finance, and you will experience: * Challenging assignments and the opportunity to contribute to the results of a team. * Collaborative learning and group assignments with your cohort to help gain broader organizational understanding. * Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline. * Personalized development opportunities to help your immersion into a professional work environment and support your career goals. * Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders. * Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations. Chubb is looking for a strategic thinker with strong business acumen to join the Field operations Division financial planning and analysis (FP&A) team. This position will support executive management on business initiatives on a team that focuses on production, expense management and commission analysis as well as analysis of key performance indicators (KPI). Critical factors for success include delivering results with an attention to detail, clear and concise communication of business results to leadership, the ability to take ownership and meet deadlines, effectively building relationships and influencing others, identifying issues and sound recommendations for remediation, exhibiting a genuine willingness and desire to continuously build on insurance and product knowledge, and the ability to thrive in fast paced environment. Responsibilities * Own key deliverables, including the ongoing review of results, KPIs by product line, region and business segment; as well as contributing to senior management presentations and various other analyses that support planning, forecasting and ledger close activities. * Support corporate deliverables * Establish and develop relationships with various stakeholders and business partners, including executive management, corporate FP&A, expense management, actuarial and others; to facilitate value-added analysis and business insights. * Bachelor's degree in Business, Accounting, Finance, or Risk Management preferred * Strong GPA, over a 3.0 required * Preferred prior work experience, including but not limited to summer jobs, part-time roles, or internships. * Preferred leadership experience, including but not limited to work, involvement in community service, athletics, clubs, or other activities. * Technically adept/digitally savvy Competencies: * Ability to work effectively and independently with other disciplines and all levels of management/staff throughout the organization * Must be able to translate financial data/information into a relevant business narrative * Strong communications skills (written and verbal) * Strong analytical skills including the use of various internal system applications to gather and analyze data (including Excel, TM1, PeopleSoft, etc.) * Ability to problem solve and work autonomously to manager and prioritize multiple projects, people and stakeholders. * Constant evaluation of process for improvements and efficiencies

This position will be an integral member of the Penn Mutual Asset Management (PMAM) team and will develop a strong understanding of the markets and provide significant input into decision making by presenting opinions and influencing investment decisions. We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. Candidate Note: This role is a Hybrid role which will require an in-office presence in the Philadelphia area. Responsibilities Responsible for credit research in assigned sectors which may include investment-grade or high-yield corporate securities. Provide forward-looking credit opinions on securities and sectors Present investment ideas to the team in both formal and informal environments Develop financial models and conduct industry research Skills and Abilities Proven analytical, decision-making and problem-solving skills Excellent oral, written communication and presentation skills Ability to work collaboratively in a team environment Strong decision making skills The ability to effectively influence others The ability to work in a fast paced high energy environment Experience working in a trading floor environment and ability to deal with distractions and handle multiple tasks simultaneously Knowledge of Derivative Solutions and Bloomberg is a plus Education Bachelor's Degree in Finance and/or Economics Required Experience 3 -5 Years Investment experience Required Location: Conshohocken, PA (Hybrid work schedule) Base salary: $95,000 - $115,000 Bonus eligible position About Penn Mutual Asset Management Penn Mutual Asset Management is a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company. Penn Mutual Asset Management is dedicated to creating value through a prudent, thoughtful, and rigorous investment decision-making process. We tailor our proven approach to generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client's strategy and goals. #hp For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

This position will be an integral member of the Penn Mutual Asset Management (PMAM) team and will develop a strong understanding of the markets and provide significant input into decision making by presenting opinions and influencing investment decisions. Essential Functions • Over time, the investment analyst should develop the skills and tools necessary to: • Contribute to the idea generation process and identify appropriate investment response to key themes, opportunities, and risks in the capital markets broadly. • Assess suitability and operational risk associated with the execution of investment strategies. • Conduct due diligence reviews on current and prospective managers and investments to include: onsite meetings and conference calls with senior personnel; review and analysis of fund/investment documents and information, such as offering memoranda, financial statements, due diligence questionnaires, audit reports, and regulatory reports. • Prepare written reports and analytics to monitor the ongoing performance of managers and specific investment strategies. • Facilitate strategic dialogue, clear communication, and thought leadership between external managers, management teams, and Penn Mutual Asset Management's investment team/ senior leadership. • Contribute to portfolio construction, investment allocation, and planning process. • Help establish long term investment objectives for Penn Mutual's Alternative Asset portfolio. • Provide forward-looking opinions on individual investments and sectors required for All Jobs • Complies with all company and site policies and procedures • Remains current in profession and industry trends required for All Jobs • Successfully completes regulatory and job training requirements • Performs other duties as assigned QUALIFICATIONS Knowledge, Skills and Abilities • Proven analytical, decision-making and problem-solving skills • Excellent oral, written communication and presentation skills • Ability to work collaboratively in a team environment • Strong decision making skills • The ability to effectively influence others • The ability to work in a fast paced high energy environment • Experience working in a trading floor environment and ability to deal with distractions and handle multiple tasks simultaneously • Knowledge of Derivative Solutions and Bloomberg is a plus Education and Experience: Bachelor's Degree in Finance or Economics Required 3-5 years of Investment experience required Charter Financial Analyst (CFA) Preferred Charter Alternative Investment Analyst (CAIA) Preferred Candidate Note: This role is a Hybrid role which will require an in-office presence in the Philadelphia area. 5% estimated travel for due diligence trips or annual meetings. Location: Conshohocken, PA Base salary: $95,000 - $115,000 Bonus eligible position About Penn Mutual Asset Management Penn Mutual Asset Management is a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company. Penn Mutual Asset Management is dedicated to creating value through a prudent, thoughtful, and rigorous investment decision-making process. We tailor our proven approach to generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client's strategy and goals. #hp For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Penn Mutual Asset Management. LLC (“PMAM”) is a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company. PMAM is committed to serving the institutional marketplace by offering fixed income investment solutions with client-focused services. We tailor our proven approach to generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client's strategy and goals. With over $42 billion in assets under management as of September 30, 2025, we are fixed-income specialists, dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process. The Portfolio Analytics Analyst will play a key role in supporting and enhancing PMAM's portfolio performance, analytics and quantitative reporting infrastructure. As a member of the Trading Operations Team, this role will be highly collaborative, having consistent communications with Portfolio Management, IT, Marketing and Compliance. This role will lead the development, reporting and visualization of analytics and performance while also supporting the preparation of various analytical inputs and data preparation for Board and Committee presentations throughout the year. We are looking for a highly motivated individual with a strong quantitative background, a genuine interest in fixed income investments and intellectual curiosity. Ideal candidates will bring sharp analytical skills, a collaborative mindset, great attention to detail and a strong eagerness to learn about financial markets, derivatives and insurance-focused asset management. Job Responsibilities: Leverage programming, data analytics and AI tools to automate, integrate and streamline workflows Develop, maintain and enhance analytics infrastructure and reporting to support Portfolio Management and Operations teams Generate fixed income portfolio risk analytics and performance attributions to support analytics-driven insights for Portfolio Management; develop expertise across a broad range of fixed income instruments and relevant benchmarks to provide deeper insights Translate complex data into clear, actionable insights; conduct quantitative analysis (e.g., stress testing, risk analysis, hedging strategies and fixed income analytics) Produce standard and ad hoc risk and performance reports tailored for diverse audiences, ensuring accuracy, relevance and timely delivery Develop and manage portfolio analytics and performance dashboards for Portfolio Management's daily use Maintain adherence to established controls and regulatory standards throughout all analytics operations Support ongoing enhancements to analytics infrastructure, including automation and integration of new data sources Complies with all company and site policies and procedures Remains current in profession and industry trends Successfully completes regulatory and job training requirements Performs other duties as assigned Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation Required Qualifications: Bachelor's degree in mathematics, statistics, finance, data science or other relevant disciplines; hold, or working towards an advanced degree and/or professional designation preferred 2-5 years of experience in financial services or a quantitative role; exceptional candidates without prior or limited work experience will also be considered Ability to build and maintain complex models with solid understanding of financial instruments, portfolio theory and risk metrics Understanding financial mathematics in relation to capital markets including fixed income, derivatives and alternative assets Knowledge of fixed income instruments and fixed income portfolio construction Ability to apply advanced analytics for trend analysis, including modeling (Monte Carlo simulation), sensitivity analysis, back testing and risk assessment Experience with FactSet Fixed Income Portfolio Analysis (FIPA) or equivalent Excellent written and verbal communication skills and ability to translate complex data into clear insights Ability to collaborate effectively, manage multiple tasks simultaneously and adapt quickly within a team environment Strong desire to pursue and deepen knowledge of financial markets and investments Preferred Qualifications: Bloomberg (AIM, PORT, PM) Domo AI and Data Products Platform or equivalent business intelligence platform Insurance products and investment/insurance accounting knowledge Microsoft Office 365 Suite with Copilot integration Location: Conshohocken, PA (Hybrid work schedule) Base Salary Range: $95,000- $115,00 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law. For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit ******************* Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

The Associate Experience Analyst supports implementing Human Resources (HR) talent strategies to enhance the associate and candidate experiences and build a company culture that supports business objectives and values. It also supports continuous improvement efforts towards HR processes to drive greater efficiency. Work Location This position offers a hybrid work schedule. Candidates who are located within 50 miles of a West Bend office location will work a hybrid schedule for collaboration days, team meetings or other in-person events. Responsibilities & Qualifications Summary of Responsibilities At the heart of our culture is a simple belief: when our associates thrive, our business thrives. As an Associate Experience Analyst, you'll help bring that belief to life. In this role, you'll champion initiatives that elevate every stage of the associate and candidate journey-ensuring our people feel heard, valued, and inspired. You'll support high-impact HR strategies, strengthen our culture, and help shape a workplace experience that reflects who we are and where we're going. Key Responsibilities * Amplify the associate voice by driving our listening strategy-creating meaningful feedback loops and transforming insights into action.• Strengthen engagement across the enterprise by supporting survey strategies, recognition programs, and follow-through on company-wide action plans.• Bring our culture to life through initiatives that embed our values into daily interactions, leadership behaviors, and the overall associate experience.• Create moments that matter by planning and delivering signature events such as our annual Summit and milestone celebrations.• Curate a thoughtful associate journey, shaping key touchpoints like 3- and 12-month check-ins to foster connection, clarity, and community.• Collaborate across teams, partnering with Organizational CX to align associate and customer experience strategies.• Advance inclusion and belonging through targeted programming that strengthens a culture where everyone can contribute and thrive.• Champion community engagement by coordinating volunteer opportunities and supporting our volunteer time off (VTO) program.• Drive HR excellence by evaluating processes, identifying efficiency opportunities, and helping design scalable, streamlined workflows. Preferred Experience & Skills * 4-6 years of HR or related experience• Experience with continuous improvement methodologies• Familiarity with associate engagement platforms and tools• Strong awareness of workplace and cultural trends• Excellent project management and organizational skills• Ability to build influence and alignment across teams• Creative, solutions-oriented mindset• Exceptional written and verbal communication skills• Ability to translate feedback into thoughtful action• Comfort working with workforce and business analytics Preferred Education * Bachelor's degree in Human Resources or a related field INDSP #LI-BW1 Salary Statement The salary range for this position is $84,000-$105,000. The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to job-related knowledge/skills, experience, business needs, geographical location, and internal equity. Compensation decisions are made by West Bend and are dependent upon the facts and circumstances of each position and candidate. Benefits West Bend offers a comprehensive benefit plan including but not limited to: * Medical & Prescription Insurance * Health Savings Account * Dental Insurance * Vision Insurance * Short and Long Term Disability * Flexible Spending Accounts * Life and Accidental Death & Disability * Accident and Critical Illness Insurance * Employee Assistance Program * 401(k) Plan with Company Match * Pet Insurance * Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates * Bonus eligible based on performance * West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies. EEO West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.

Consider joining NJM's 2026 Paid Summer Intern Program! This is a robust program that includes: Lunch with our leaders Meaningful work where you are a contributor and collaborator Team Intern Project: Researching and presenting a business question to our top leaders Leader Presentations: Insurance Industry, Key Departments and how they work and more Informational interviews in areas you want to learn more about. Intern Fun: Night at the Trenton Thunder Game Volunteer activities to give back to the community in which we serve Networking events Team building games Here is what our interns said about us! John: “NJM is a place to learn and grow. The community is truly special.” Kyle: “I cannot recommend this internship enough to other students! The SIU internship has become a cornerstone of my professional and academic development and has laid a foundation for my future endeavors.” Maggie: “People are here to help, and we are here to learn.” Joe: "I truly cannot imagine having interned at someplace other than NJM over the past year. I consider myself so extremely lucky to have had this excellent opportunity!" Overview NJM Insurance Group's Claims Analytics Department is seeking a Claims Insights Analyst Intern (the official NJM Title is Business Insights Analyst, Intern). This role will work with various levels of management to support the development of a data- driven culture by empowering users through the use of data and analytics to drive business decisions by continuously monitoring and analyzing key performance metrics to ensure targets and goals are being met. The candidate will participate in a range of analytical and data analysis activities which will deliver proactive, actionable insights that anticipate trends, identify risks, and empower business leaders to make informed, timely decisions that improve efficiency, reduce operational friction, and enhance customer experience. RESPONSIBILITIES: Review and report on loss activity within assigned line of business. Provide insights and trends in the industry. Generate regular reporting on key performance indicators. Lead strategic projects in support of Claims Operations and assist in preparing presentations for business leaders. Develop competitive models and analysis utilizing data and analytical skills resulting in dashboard and ad hoc reports. Compiles, cleans, organizes, and analyzes complex data to understand and communicate business results. Conduct presentations as required. Review analysis results with business leaders, providing insights into results relative to expectations. Performs other duties as assigned. QUALIFICATIONS: Cumulative GPA 3.0 or higher Familiarity in data science tools and available systems (Python,SQL, SAS, PowerBi or similar, Office suite) is a plus. Rising Junior or Senior; currently enrolled in a bachelor's or master's degree program. Preferred degree programs: Mathematics, Statistics, Finance, Business, Economics, IT, or related field. Excellent analytical and problem-solving abilities High level of intellectual curiosity Ability to drive strategic direction and take initiative Effective communicator (verbal and written) Demonstrated innovative thinking Strong attention to detail The desire to work collaboratively in a team environment The Claims Insight Analyst, Intern position can pay $21-$23. Starting Rate: $21 Legal Disclaimer: NJM is proud to be an equal opportunity employer. We are committed to attracting, retaining and promoting a diverse and inclusive workforce that is fully representative of the diversity that exists in the communities in which we do business.

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. Do you love to solve problems? Do challenging analytical questions keep you up at night? Are you looking to learn more about a career with a focus on development and intellectual growth, with ample opportunity for upward mobility? We are looking for bright and driven rising college seniors to join our summer Analyst Internship Program (AIP) within the Chief Financial Officer (CFO) Organization. You will help drive our insurance business transformation as we redefine the experience for our customers. Find real opportunities to apply the skills that you are learning in college while preparing for prospective entry into the Analyst Development Program - Pricing Rotational Track (CFO Org) upon graduation! Pricing is essential to GEICO's continued success as one of the nation's leading auto insurers. Intern duties consist of determining rates for our various insurance products, analyzing and projecting drivers of loss trends, developing and enhancing new insurance products, examining and setting loss reserves, working with data infrastructure, and much more! Your work will inform a wide range of critical business decisions. GEICO's AIP has three distinct tracks within the CFO Organization (Controllers, Finance & Operations, and Pricing). In the Pricing Track you will: Directly impact GEICO's growth and profitability by working alongside other analysts on various projects and analysis Have an impact from day one, forming the basis for truly transformative solutions During your paid 10-week summer internship, all interns will: Work on actuarial projects such as rate reviews, filings, reserving loss projections, and ad hoc analysis which directly impact our company and customers. Develop and present analysis and proposals to various stakeholder groups. Gain valuable real-world experience using various technical applications such as Excel, R, SAS, and Power BI. Be introduced to GEICO's business objectives and initiatives through active participation in internship forums and departmental meetings. Participate in insurance, pricing, reserving, actuarial, and technical trainings. Participate in social and networking events. Have an opportunity to interview for a full-time position at the completion of the internship. Candidate Qualifications & Skills: Currently pursuing a Bachelor's or Master's degree in Math, Statistics, Actuarial Science, Economics, Business, Data/Business Analytics, or other relevant quantitative field of study with expected graduation by May 2027 Cumulative GPA of 3.0 or higher (Please upload ALL transcripts as part of the application process) Proven analytical, problem-solving, and decision-making abilities Highly effective communication skills Intermediate skills in Excel Basic proficiency with data analysis software such as R, SAS, SQL, Python, Power BI, and/or similar tooling Self-driven, motivated, and leadership potential Ability to handle multiple concurrent priorities, providing accurate and timely results Intellectual curiosity to learn and ability to ask insightful questions Effective time management, attention to detail, and organizational skills Must live within commutable distance from one of our offices in Chevy Chase, MD or Chicago, IL, and work a hybrid schedule, including working from the office at least three days per week Annual Salary $24.93 - $41.21 The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations. At this time, GEICO will not sponsor a new applicant for employment authorization for this position.

Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees. Why This Role Matters: We are seeking a Financial Analyst to join our growing team! This is a critical role that will provide data-driven insights needed to help guide strategic decisions. This position will enhance our forecasting, budgeting, and performance analysis capabilities, ensuring leaders across the organization have clear visibility into financial outcomes. You will partner with key stakeholders to help identify opportunities and drive operational efficiencies. How You'll Contribute: * Collaborate with department heads to develop, manage, and refine expense budgets on a monthly, quarterly, and annual basis. * Prepare and maintain rolling forecasts that reflect current business conditions and anticipated changes. * Perform variance analysis (actuals vs. budget/forecast) and provide commentary to explain drivers of deviation. * Develop and maintain financial models and tools to support budgeting and forecasting processes. * Track key performance indicators (KPIs) and identify cost-saving opportunities. * Assist in the preparation of monthly and quarterly financial reports for senior management. * Support the annual operating plan and long-range planning processes. * Provide financial support for business cases, investment decisions, and ad-hoc projects. * Ensure accuracy and integrity of financial data in Workday and Adaptive Planning systems. * Partner with Accounting to ensure proper expense recognition and accruals. What We're Looking For: * Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus). * 3-5 years of experience in financial planning & analysis (FP&A), corporate finance, or related role. * Strong understanding of budgeting, forecasting, and financial modeling principles. * Proficiency in Excel and financial planning software (e.g., Adaptive Insights, Anaplan, Workday Adaptive Planning, Hyperion, etc.). * Experience with ERP systems (e.g., Workday, SAP, Oracle). * Excellent analytical, communication, and interpersonal skills. * Ability to manage multiple priorities in a fast-paced environment. * High attention to detail and commitment to accuracy. It would be helpful if you have: * Experience in Financial Services. * Exposure to cost center reporting and departmental budget management. Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences. #LI-JT1

Job Description Precise - We are an international Financial Management Service provider for Architectural, Engineering, and Legal firms, in search of Entry Level Financial Analysts for our rapidly growing Boston office. We are seeking an individual who is a self-starter and can work independently. The analyst will be responsible for providing financial analysis regarding all facets of the business for client. Our ideal candidate is someone who loves numbers, is highly motivated, and works well both independently and in a team. They should be comfortable interfacing with the executive management team and with presenting complex financial information in a clear fashion. This is an Entry-Level position But candidates with 1-2 years of experience will be considered. Benefits: Health, Dental, Vision, 401(k) We are an affirmative action/equal opportunity employer. Compensation: $51,000 - $56,000 yearly Responsibilities: Mapping and analyzing quantitative data Preparing management reports Managing cash flow and daily financial issues Monitoring performance and profitability Additional duties are required Qualifications: Bachelor's Degree in Economics, Finance, Mathematics, or Business Administration Excellent written and verbal communication skills Strong computer skills that include MS, Excel, Word, and Outlook Willing to learn and develop strong analytical skills, budget, and project management Handle heavy responsibilities - overseeing the implementation of projects that require comprehensive scheduling & coordination Detail-oriented and high organization skills - the ability to develop, collect, formulate, and maintain databases, spreadsheets, estimates, project schedules, and reports Exceptional work ethic High self-learning capabilities and fast-learner Complete honesty combined with a strong team player skill set Open-mindedness to learn, be coached, and grow within a growing company Positive can-do attitude and self-motivated Must be able to start within 2-3 weeks of offer Must be authorized to work in the U.S. without sponsorship About Company Precise - Int is the leading financial management service provider for architectural, engineering, and law firms. We are a high-value resource that takes responsibility of companies' finances in order to optimize operations, increase performance, and enhance decision-making. With deep knowledge of architectural and engineering firms industry and law firms, we provide C-level advice within the scope of all of our service offerings. Precise - Int is a partner for life as evidenced by 98% customer loyalty and a range of in-sourcing, outsourcing, and consulting options available to suit companies of every size and shape. Our uncompromising commitment to clients enables them to make more money and manage their business better.

* Work collaboratively with client service teams to collect and review data for accuracy and consistency. * Integrate data from multiple data sources into relevant client reports. * Prepare routine financial reports for self-funded clients; review financial reports with client service teams. * Create basic and complex models to analyze, illustrate, and project loss trends. * Prepare spreadsheets, graphs, charts, diagrams, and other illustrative tools for presentations and reports. * Use financial modeler and other tools to predict financial impact of health reform on client plans. * Prepare custom reports and analysis for specific client needs. * Maintain market data and leverage use of benchmarks across clients. * Serve as a Subject Matter Expert on financial reporting. * Leverage internal systems knowledge and utilization within the department and among clients. * Keep informed of insurance industry developments and products available in the marketplace. * Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer. * Participate in internal office meetings as required * Other responsibilities as assigned Compensation and Benefits Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location. Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate. Check out Lockton Benefits Offerings Here

Operating within the organization's core values and principles, the Financial Analyst II coordinates the monthly expense close and performs key expense functions for AAA business units. Serving as a primary liaison between financial planning and business leaders, this role prepares budgets, forecasts, and other expense analyses. The position conducts research on expense and budgeting issues, ensuring necessary modifications are integrated into financial processes. It also supports projects that influence financial performance and requires strong collaboration with all levels of management. Responsibilities Support the monthly expense close process through preparation and monitoring of closing entries and expense management reporting. Prepare variance analysis on expenses and staffing counts vs. budget/forecast. Evaluate actual results and projected impact on full-year operating plan. Anticipate/discover problems through analysis and influence change. Continuously reassess project forecasts to detect and analyze variances to the operating plan. Identify opportunities for automation throughout the monthly expense close process and implement new processes to improve efficiency and deliver high-quality results to business units. Maintain various spreadsheets, including accruals, expense models, trend analysis, departmental budgets. Develop and maintain productive relationships with project sponsors, other business unit associates, and senior management. Develop and maintain complex financial models using advanced spreadsheet and database applications. Support the annual budget and quarterly forecast processes by reviewing historical trends, challenging assumptions and assisting cost center managers with expense budgets/forecasts. Create and analyze metrics to monitor the performance of our business units. Identify project impacts on the budget and expense systems and modify appropriate models (Excel, Access, X_One, etc.) as needed. Analyze financial data to evaluate past financial performance and project financial outcomes. Provide guidance and recommendations to cost center management. Work independently toward agreed upon objectives. Develop and maintain job documentation and procedures, including process and control documentation as it relates to Model Audit Rule compliance. Work toward becoming an expert on the Company's cost structure and understanding the financial impact of changing variables. Core Competencies Achieves Results/Has Bias for Action - Delivers strong results, demonstrates urgency and high energy, and fosters collaboration to achieve more. Customer Focus -Understands customer perspectives and is viewed as a trusted business partner by both internal and external customers. Anticipates customer needs to ensure no barriers to doing business. Effective Communication Skills - Communicates candidly, clearly, and concisely. Adapts style, tone, and method to audience; connects with intended recipients; and manages communication and feedback effectively. Functional/Technical Skills - Possesses the knowledge and technical skills to perform at a high level. Attention to Detail - Reviews data/documents for accuracy and consistency, prevents errors, follows procedures closely, maintains accurate records, and rigorously tests services/applications when required. Planning/Time Management - Accurately scopes project length/difficulty, manages multiple activities simultaneously, uses resources efficiently, and organizes information/files for easy access. Collaboration/Relationships - Works effectively with others to accomplish goals, values team input, offers/asks for help as needed, builds trust, demonstrates consideration for others, and fosters teamwork. Qualifications Required Education/Experience Bachelor's degree in Business, Finance, Math or Accounting. Minimum 2 years' experience in an accounting/finance or related position; experience in the insurance industry is preferred. Detailed-oriented, with a high degree of accuracy. Strong financial aptitude. Excellent written and oral communication skills. Ability to handle multiple priorities and work independently in a deadline-driven environment. Excellent relationship-building skills. Proficiency in PC applications and advanced spreadsheet modeling. Knowledge and experience in Microsoft office applications and data base systems required. General understanding of Statements of Statutory Accounting Principles (SSAP). Knowledge of Generally Accepted Accounting Principles (GAAP). Essential Job Functions While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel and talk or hear. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements. #LI-Hybrid