Underwriting Analyst

Key Responsibilities

• Financial Modeling & Underwriting
• Develop financial underwriting models to support Request for Proposals (RFPs), renewals, and market checks
• Build pricing strategies and financial offers for prospective and existing clients
• Conduct financial modeling and scenario analysis to support strategic decision making
• Analytics & Reporting
• Perform quantitative and qualitative analysis to evaluate program performance, cost savings, and ROI
• Develop analytic reports and dashboards to support internal stakeholders and client needs
• Interpret financial data and communicate insights to leadership and cross-functional teams
• Cross-Functional Collaboration
• Partner with sales, proposals, marketing, clinical, and account management teams to support financial strategy
• Aid in internal reporting and development of financial methodologies and analytics frameworks
• Ensure client accounts are configured according to agreed financial terms and conditions
• Strategic & Operational Support
• Participate in corporate financial planning and business strategy initiatives
• Support pharmacy benefits pricing strategies and client reporting processes
• Manage multiple analytical requests while prioritizing high-impact initiatives

Required Qualifications & Experience

• Bachelor’s degree in finance, economics, actuarial science, or other relevant concentration
• For remote candidates only: 2+ years of experience in finance, FP&A, underwriting, or financial analytics
• For candidates with less than 2 years’ experience, must be able to commute to Montvale, NJ
• Advanced proficiency in Microsoft Excel: Lookups, Pivot Tables, Sum/Sum If, If Statements
• Strong analytical and mathematical skills
• Strong written and verbal communication skills with the ability to present to leadership
• Ability to prioritize multiple projects and meet deadlines in a fast-paced environment

Preferred Qualifications but Not Required

• Master’s Degree in Finance, Mathematics, Statistics, or related field
• Experience in PBM, health plan, or healthcare industry
• Experience with financial underwriting or pricing models
• Experience using data visualization or analytics tools such as Tableau or Domo
• Experience with Salesforce Sales Cloud

Work Environment

• On-Site for Candidates with less than 2 years’ experience or Remote for candidates with 2+ years of prior experience

Benefits And Perks

• Paid Time Off
• 401(k) program
• Health Insurance including Dental & Vision coverage
• Health Savings Account
• Employee Assistance Program

Note

• This job description is a general outline of responsibilities and qualifications for the role.
• Additional duties may be assigned, and the position may evolve to meet the organization's needs.