Financial Consulting Analyst

About Bennie: Bennie is an innovative employee benefits services and technology pioneer dedicated to helping modern enterprises create healthier, more resilient workplaces. By building a next-generation benefits platform that seamlessly connects disparate systems across the complex benefits supply chain, Bennie delivers an integrated, best-in-class experience for employees, employers, and strategic partners alike. Headquartered in Stamford, CT, Bennie operates as a remote-first organization. Our technical, consulting, and sales cells utilize unified data intelligence to drive down overall health plan costs while introducing transparent corporate benefit solutions nationwide.

Position Overview

We are seeking a highly analytical, detail-obsessed Financial Consulting Analyst to play a vital role within our core benefits consulting practice. Reporting directly to the Principal Financial Consultant, you will act as a primary technical engine providing quantitative data analysis, financial modeling, and relationship support to our consulting delivery and sales divisions. Moving beyond routine numbers processing, you will navigate diverse insurance carrier portals to extract data, manage complex reporting templates, and conduct rigorous peer reviews to protect mathematical accuracy. This seat demands a proactive spreadsheet expert who can convert healthcare variables into clear value narratives for executive customer presentations.

Key Responsibilities

• Data Acquisition & Dashboard Engineering: Navigate third-party carrier portals to harvest raw premium datasets, developing and updating structured client financial reporting dashboards.
• Advanced Spreadsheet Modeling: Build, refine, and troubleshoot automated consulting tools, formulas, and data models within high-volume internal environments.
• Ad-Hoc Quantitative Analysis: Generate customized data deep-dives and financial exhibits to empower clients to make informed, strategic healthcare funding choices.
• Peer Review Quality Enforcement: Lead internal peer review loops on outgoing financial balances to ensure absolute data integrity and eliminate downstream calculation tracking failures.
• Cross-Functional Support Syncing: Partner directly alongside distributed sales and consulting teams to supply rapid financial insights, resolve data anomalies, and accelerate pipeline velocity.
• Partner Relationship Stewardship: Cultivate trust-based collaborative relationships with cross-functional technical teams and third-party healthcare solution partners.

Required Skills & Qualifications

• 1–3 years of professional history running financial analysis, data validation, or modeling pipelines inside the **benefits consulting or healthcare industry**.
• Advanced, expert-level system operational proficiency navigating **Microsoft Excel** (with strong familiarity handling large data arrays and templates).
• Proven capability to manage multiple technical projects simultaneously while independently hitting strict presentation deadlines.
• Outstanding verbal, written, and analytical storytelling mechanics, with the capacity to present data metrics clearly to senior team leaders.
• Location Context: 100% remote-first full-time operational framework open exclusively to qualified benefits analysts permanently located within the United States.

Preferred Strategic Indicators (Nice to Have)

• Possession of an active **Life & Health Producer’s License** or professional certifications in advanced data analytics.
• Extensive practical experience applying advanced Excel mechanics including **pivot tables, VLOOKUP/HLOOKUP, INDEX/MATCH, conditional formatting, and data validation** structures.
• Basic conceptual grounding in corporate healthcare underwriting rules and multi-tier funding methodologies (such as **self-funded, level-funded, and fully insured models**).

What We Offer

• Targeted Annual Base Salary Range: $65,000 – $85,000 USD, calibrated transparently against your specific benefits consulting background and data modeling depth.
• Lucrative matching **Stock Option Grants** ensuring all full-time employees participate directly in Bennie’s long-term commercial milestones.
• A dedicated remote work infrastructure upgrade supported by a **$1,000 USD WFH Stipend**.
• Comprehensive health protections encompassing top-tier Medical, Dental, Vision, HSA, FSA, HRA, and employer-paid Life and Disability Insurance plans.
• Elite corporate wellness perks including integrated Headspace memberships, Wellhub coordinates, Rocket Lawyer access, and full One Medical or Kindbody accounts.
• Flexible Time Off parameters paired with paid company holidays and structured, supportive Paid Parental & Bonding Leave pools.