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Job Description

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Relationship Manager/Financial Analyst star

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Private Profile

Claredon Hills, Illinois, United States

Date Posted:
01/20/2015
Categories:
Accounting
Job Type:
Full-Time
Private Profile
Job Description:

To apply, please use the following link:  http://www.companycareersite.com/lmgr.aspx?l=KY4TZK

Please note:  Our application site may not be compatible with mobile devices.  To ensure that your complete and accurate application is received, we advise that you submit your application from your laptop or PC using Chrome or Firefox web browser.

 

Salary range of $50k-$85k may increase depending on level of experience.

 

Company Description

The Company, including its wholly-owned subsidiary, is a benefits/insurance consulting, sales and service organization dedicated to assisting private and public enterprises with cost-effective and, often, tax-driven solutions.  Much of the Company’s focus is geared towards nonqualified benefits and insurance related initiatives which 1) attract and retain key employees, 2) generate income and 3) reduce expenses.  The Company’s approach to meeting client expectations hinges on its ability to deliver leading-edge benefits technology and innovative ideas.  In addition, the Company’s team members believe a portion of our time, energies and monies should be donated to the community.

 

Responsibilities

  • Accurately perform financial analyses (cash flow, P&L impact, balance sheet, asset financing, etc.) of plan design projections and comparisons.
     
  • Research and remain abreast of industry topics, legislative, and reporting requirements for non-qualified compensation and other executive compensation and benefit programs.
     
  • Maintain updated knowledge and expertise regarding insurance products subject areas including policy structures, financial performance, etc.
     
  • Develop and improve analysis and reporting templates/processes for both plan design and administration purposes.
     
  • Assist with internal technology and accounting/compliance needs and analysis.
     
  • Prepare marketing and sales materials, as well as presentations and reports for purposes of proposal and sales support.
     
  • Perform other special projects and duties as assigned.

 

 

Qualifications & Requirements

  • Bachelor’s Degree in Accounting, Business Administration and/or Finance.
     
  • Minimum of 2 years of accounting or financial analysis experience.
     
  • Possess an advanced understanding of Microsoft Excel (financial/logic formulas, lookups, and data tools).
     
  • Possess working knowledge of Microsoft Windows and Office (Outlook, Word and PowerPoint).
     
  • Ability to work independently, multitask and prioritize workload.
     
  • Excellent verbal and written communication skills. 

 

 

Desired Abilities and Other Skills

  • Knowledge of financial/business analysis techniques.
  • Flexible/willing to learn new tasks and add responsibilities.
  • Entrepreneurial and business-minded professional accustomed to wearing many hats.

 

To apply, please use the following link:   http://www.companycareersite.com/lmgr.aspx?l=KY4TZK

Please note:  Our application site may not be compatible with mobile devices.  To ensure that your complete and accurate application is received, we advise that you submit your application from your laptop or PC using Chrome or Firefox web browser.

 

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