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Junior Financial Analyst in PA, Plymouth Meeting at CBIZ

Date Posted: 5/16/2019

Job Snapshot

Job Description

Junior Financial Analyst, CBIZ Benefits and Insurance Services, Inc., Plymouth Meeting, Pennsylvania

Essential Functions and Primary Duties:

Gathering client experience information and applying a general understanding of healthcare economics to prepare custom reports.  This will include collecting information, analyzing data for reasonability, tracking trends and costs, building financial illustrations, addressing ad-hoc analysis requests from team members, assessing risks and liabilities, developing pricing and budgets, supporting audits, identifying inaccuracies in client databases, and researching solutions and forecasting financial plans.  This also will include supporting the analysis of data related to financial reporting and vendor regulations; preparing cyclical and ad-hoc reporting for the purpose of tracking volume, spending, and risk; and collecting information used to determine financial risk factors for clients.  Utilize quantitative accounting and financial data analysis practices, principles, and tools to collect and analyze data and identify liabilities and risks.

Minimum Qualifications:

  • Bachelor’s degree in Finance, insurance, accounting, applied statistics or mathematics or equivalent experience, plus 1 year of experience in the job offered, financial reporting, or underwriting. 
  • Prior experience must include 1 year of experience working with advanced excel functions, 1 year of experience working with financial reports, and 1 year of experience working with underwriting.
  • A National Producer Life & Health Insurance license is required.

To apply, email your resume to

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