Health and Benefits Financial Manager/Actuary

About the role

Lead actuarial and financial work on client teams for primarily private equity and mid-market clients. Provide technical coaching, guidance, and quality review for other team members, including final sign-off on results and deliverables. Demonstrate strong business judgment by anticipating client and project needs, identifying issues early, and developing practical, innovative solutions. Deliver strategy and actuarial consulting that may include: Benefit strategy and goal setting, Benchmarking and plan design, Pricing strategy and budget setting, Carrier bid, evaluation, and selection projects. Explain financial methodologies, assumptions, and results to clients in a clear and compelling way, including discussion of potential alternatives and recommendations. Prepare regular (monthly or quarterly) financial reporting packages for clients using and enhancing existing templates. Lead and execute ad hoc analyses and projects (e.g., ROI analysis, self-funded versus fully insured funding evaluations, and other financial decision support).

Responsibilities

• Provide technical coaching, guidance, and quality review for other team members, including final sign-off on results and deliverables.
• Demonstrate strong business judgment by anticipating client and project needs, identifying issues early, and developing practical, innovative solutions.
• Deliver strategy and actuarial consulting that may include:
• Benefit strategy and goal setting
• Benchmarking and plan design
• Pricing strategy and budget setting
• Carrier bid, evaluation, and selection projects
• Explain financial methodologies, assumptions, and results to clients in a clear and compelling way, including discussion of potential alternatives and recommendations.
• Prepare regular (monthly or quarterly) financial reporting packages for clients using and enhancing existing templates.
• Lead and execute ad hoc analyses and projects (e.g., ROI analysis, self-funded versus fully insured funding evaluations, and other financial decision support).

Requirements

• 6–12 years of health care industry experience (carrier and/or consulting environment).
• Demonstrated project management experience, including leading multi-stakeholder projects and managing timelines, deliverables, and resources.
• Bachelor’s degree or equivalent combination of education and relevant industry experience.
• Strong proficiency in self-insured and fully insured funding arrangements, including financial modeling and funding strategy.
• Proven ability to manage multiple clients and projects simultaneously while maintaining high-quality standards.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication skills, including the ability to present complex financial information to non-technical audiences.
• Collaborative working style with the ability to lead, mentor, and develop junior colleagues.

Qualifications

• Skills and experience that will lead to success include:
• Health care industry experience (carrier and/or consulting environment)
• Project management experience
• Education and industry experience combination
• Financial modeling and funding strategy proficiency
• Ability to manage multiple clients and projects
• Analytical, problem-solving, and critical-thinking skills
• Written and verbal communication skills
• Collaborative working style

Skills

• Health care industry experience (carrier and/or consulting environment)
• Project management experience
• Education and industry experience combination
• Financial modeling and funding strategy proficiency
• Ability to manage multiple clients and projects
• Analytical, problem-solving, and critical-thinking skills
• Written and verbal communication skills
• Collaborative working style

Benefits

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions.