Financial Analyst - Hybrid (Chicago, IL)

Key Responsibilities

• Prepare financial reports, renewal projections, pricing models, contribution modeling, and other plan performance analyses
• Create clear and accurate market exhibits, renewal materials, and client presentations
• Own and project manage the RFP process for assigned clients, including finalist presentations
• Collect, audit, analyze, and interpret carrier and claims data to support client renewals and financial deliverables
• Maintain accurate market, renewal, and client data in internal systems including D365 and Client Action Logs
• Partner with carriers, consultants, and internal teams to support renewals and ongoing client needs
• Advise clients on carrier deliverables and communicate findings throughout the plan lifecycle
• Distribute and interpret monthly carrier performance reports
• Prepare benchmarking and financial workbooks for Client Stewardship and Midyear meetings
• Support annual client compliance requirements (e.g., RxDC, 5500s, PCORI, Creditable Coverage, Discrimination Testing)
• Maintain organized documentation for renewals, reporting, and ongoing claims data
• Support special projects and additional duties as assigned

Qualifications And Skills

• Strong analytical skills with the ability to identify trends and patterns in complex data
• Solid quantitative and math skills
• Strong organization, time management, and project management abilities
• Excellent written and verbal communication skills
• Ability to manage multiple client priorities and deadlines in a fast-paced environment
• Strong interpersonal skills and professional presence
• Ability to present data and insights, occasionally to executive audiences

Education And Experience

• Bachelor’s degree in Business, Finance, Math, Accounting, or related field, preferred
• 3+ years of relevant professional experience
• Advanced proficiency in Excel and strong Microsoft Office skills
• Experience working with a group insurance carrier, broker, or consultant
• Knowledge of group insurance products (medical, dental, pharmacy, life, disability, CDHPs)
• Experience with database applications a plus

Pay

The typical base pay range for this role nationwide is $60,000 to $80,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location.

Schedule

Your schedule is flexible and can vary depending on the needs of the business.

Benefits

We offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs.

Additional Information

You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers.

OneDigital is an equal opportunity employer. We believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application.

We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.