Sr Analyst, Benefits Planning
Core
Manages financial planning, modeling, and vendor oversight for enterprise-wide Health & Welfare programs including medical, dental, and HSAs.
Role type
Senior individual contributor benefits planning analyst
Builds
Enterprise benefits budget, financial models, and vendor performance reports
Domain
Health insurance / Financial analysis
Deliverable
dashboards & analysis
Required skills
Financial modeling, claims trend analysis, budgeting, variance analysis, vendor management, regulatory compliance, data analysis, Excel proficiency, HRIS familiarity
Preferred skills
Advanced degree, professional certification (CEBS, CPA, SPHR), experience with brokers and actuaries
Technologies
Excel, Workday, SAP, Oracle
Responsibilities
Lead financial modeling and scenario forecasting for benefits programs; own annual and multi-year benefits budgeting process; manage invoice auditing and reconciliation for high-volume vendor transactions; deliver executive-level financial reporting and insights; analyze cost drivers and utilization patterns to optimize program performance; support plan design and vendor strategy decisions.
Seniority
Senior, hands-on IC