Financial Analyst

Job description

The Financial Analyst role is responsible for preparing sophisticated plan design proposals and financial analyses involving complex funding of non-qualified executive benefit programs including both acquisition of new clients and the ongoing servicing of current clients. Section 2: Job Functions, Essential Duties and Responsibilities - Works closely with Senior Consultants to provide sophisticated plan modeling and funding solutions for non-qualified benefit plans, including, but not limited to deferred compensation and supplemental executive retirement plans. - Develops and maintains relationships with insurance carriers who offer products in the non-qualified benefit plan marketplace and works to gain a thorough understanding of the various products and their applications to our clients. - Utilizes insurance carrier software and internal programs to prepare accurate financial modeling for new and existing non-qualified executive benefit clients. - Provides detailed modeling assumptions, analysis, recommendation and follow-up analysis on a timely basis. - Participates in special projects to enhance productivity/efficiency and our suite of non-qualified services. - Responsible for...