Healthcare Financial/Actuarial Director

Qualifications

• 7+ years of experience in professional services, ideally in a benefits consulting, brokerage, underwriting, or actuarial capacity within an insurance or consulting firm.
• Bachelor’s degree in a relevant field; Actuarial designation (ASA/FSA) preferred.
• Proven ability to lead multiple clients/projects simultaneously and deliver high-quality work on time and within budget.
• Advanced knowledge of benefit plan design, funding approaches, underwriting principles, and post-employment concepts.
• Expertise in financial modeling and actuarial techniques, including pricing models, reserving frameworks, forecasting tools, and scenario modeling.
• Strong data acumen, with the ability to manage and interpret large, complex datasets to inform decision-making.
• Deep understanding of employer health risk management strategies, including stop-loss, credibility, and rating mechanics.
• Experience advising small to mid-sized employers, with sensitivity to unique plan design and cost-optimization considerations.
• Strategic thinker with a solutions-oriented mindset who can synthesize insights and translate them into clear, actionable client recommendations.
• Excellent written and verbal communication skills; able to confidently present complex financial concepts to executives (CFO, CHRO, CEO).
• Demonstrated success in expanding client relationships and identifying opportunities for additional services.
• Skilled collaborator, comfortable working across cross-functional teams in a fast-paced, evolving environment.
• Advanced proficiency with Microsoft Excel and PowerPoint.
• State Life & Health license (or ability to obtain within 90 days).

Responsibilities

• Lead Client Engagements: Manage financial and actuarial deliverables for a portfolio of clients, or direct FAA resources for large, complex engagements.
• Financial Strategy and Modeling: Develop pricing strategies, employee contribution models, reserves, and forecasts across self-insured, fully insured, and alternative funding arrangements (e.g., minimum premium, level funding).
• Data Analysis and Insights: Clean, transform, and analyze large, complex integrated datasets (medical, pharmacy, enrollment) to produce actionable insights and client-ready reporting.
• Risk Management Expertise: Guide clients on funding strategies, underwriting pools, credibility methods, pooling point analysis, and stop-loss solutions to optimize risk management.
• Carrier and Market Assessment: Evaluate carrier pricing dynamics and market competitiveness, providing insights that support vendor selection, contract negotiations, and program optimization.
• Plan Design Consulting: Model plan design alternatives, assess impact on cost and employee experience, and guide strategic recommendations to clients.
• Team Leadership: Provide direction, coaching, and feedback to junior colleagues, supporting their technical and professional development.
• Cross-Functional Collaboration: Partner with Global Delivery Centers, Client Service Teams, actuaries, and clinicians to ensure seamless project execution and superior results.
• Client Relationship Management: Build strong relationships with employer and vendor contacts, serving as a trusted advisor to drive engagement and loyalty.
• Thought Leadership: Contribute to intellectual capital development, identify opportunities for innovation, and support new business, expansion, and cross-selling initiatives.