Financial Analyst

Job not on LinkedIn

🕒 February 27

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Logo of Prospect Engine LLC

Prospect Engine LLC

51 - 200 employees

Founded 2020

🤝 B2B

☁️ SaaS

B2B • SaaS

Prospect Engine LLC is a B2B appointment-setting and lead generation agency that provides outsourced sales development services to help companies fill their calendars with qualified meetings. They run multi-channel outbound campaigns (LinkedIn outreach, cold email, cold calling), offer inbound marketing (SEO, personal and company branding, content), and use a proprietary Q-Squared methodology and analytics to optimize campaigns and forecast pipeline. Prospect Engine focuses on generating SQLs and predictable pipelines for B2B clients across industries including SaaS, IT services, consulting, finance, and recruitment.

📋 Description

• Join our dynamic Employee Benefits team in a pivotal support role • Engage in daily data analysis and reporting • Manage and meticulously review vendor reports to ensure accuracy • Create comprehensive client-specific reports that provide valuable insights • Participate in meetings to discuss findings and strategies • Download monthly client experience reports from insurance carriers • Review the source documents for accuracy • Load source documents into the NFP file system • Prepare financial and utilization reports for clients • Assist Financial Consultants with report preparation • Attend client meetings and perform follow-up on action plan items • Build and maintain solid relationships with clients and carriers

🎯 Requirements

• Four-year college or university degree • Finance/Statistics/Mathematics or related studies is required • Strong Analytical Skills • Strong knowledge of Microsoft Excel • Working knowledge of the group insurance marketplace is preferred but not required.

🏖️ Benefits

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities

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