Financing Analyst analyzing complex business credit files and recommending financing conditions for Desjardins. Conducting credit controls, periodic reviews, and risk - management guidance.
About the role
- Benefits Analyst supporting group benefits design, financial analysis, and client deliverables. People Corporation provides benefits, retirement, wealth, wellness, and HR solutions to Canadian businesses.
Responsibilities
- Provide group benefits consulting support, including design and financial management for clients and prospects
- Work closely with internal consulting teams and interface with vendors
- Support client deliverables and ensure quality standards are met
- Contribute to the design and management of group medical, dental, life, disability and special risk benefits
- Perform annual renewal analysis and negotiations with carriers; prepare client reports and presentations
- Complete experience reporting, budget projections and review plan financial performance
- Review financial statements for accuracy and adherence to underwriting agreements
- Gather data and determine cost impact for plan design changes
- Conduct marketings, including preparing and submitting specifications, analysis, cost comparisons, recommendations on marketing responses, and marketing reports
- Support the consulting team in preparing documents for client presentations and meetings
- Participate in industry conferences and seminars to keep abreast of industry trends and activities
- Build relationships with clients, carriers, and internal, cross-functional teams
Requirements
- Post secondary diploma or degree in business, mathematics or related disciplines
- 1-2 years’ experience in analyst or related role
- Advanced competency with Microsoft Excel
- Proficiency with Word, PowerPoint and Outlook
- Strong analytical skills
- Excellent organizational skills with strong attention to detail and high level of accuracy
- Ability to manage and prioritize competing demands in order to meet client and company needs
- Ability to work independently and in a team environment
- Strong written and verbal communication skills
- Excellent interpersonal skills
- Sensitivity to confidential information
- Experience in group benefits
- Knowledge of Canadian benefits industry and group benefits financial underwriting requirements for all types of employee benefits plans
- Experience with dashboards such as PowerBi or Tableau
Benefits
- Extended health care and dental benefits
- A retirement savings plan with company contributions
- A suite of Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Competitive compensation
- Learn by working alongside our experts
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