Health and Benefits Senior Financial Analyst
The Senior Financial Analyst will support the design, funding, and financial analysis of employer health and benefit programs while managing carrier procurement and negotiations. They will also serve as a lead project manager, collaborating with client service teams to deliver high-quality analytical work and mentor junior colleagues.
- On-site
- Calgary, AB
- Posted Aug 20, 2026
- Apply by Oct 31, 2026
- 1 position
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Job summary
As a Health & Benefits Senior Analyst you will support a wide variety of projects involving the design, funding, measurement, and financial analysis of the full spectrum of employer health and benefit programs including medical, dental, life, disability, voluntary benefits, etc., and will contribute to a client’s benefits strategy through managing the entire carrier procurement and negotiation process. You will serve as the lead project manager on select projects, interface with client service teams and global delivery centers to contribute to analyses and client deliverables, ensuring quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management, negotiation, and communication skills by working on cutting edge projects alongside leaders in the industry. The Role * Play an active support role in multiple client teams developing financial analyses, outputs and client deliverables across a regional team as well as project management. * Develop working proficiency of core financial, actuarial and analytics theories, models and tools. * Support accurate and reliable claim reporting and financial modeling to guide client decisions. * Deepen knowledge of all broad-based benefit programs (e.g., health care, pharmacy, wellbeing, life, disability, voluntary benefits, etc.) * Develop and assist with financial modeling of benefit plan designs, cost avoidance/funding strategies, and budget projections and rate/contribution development * Take responsibility for execution of specific tasks that contribute to financial, analytical and placement deliverables for clients, with guidance and adherence to stated deadlines. * Manage follow-up questions/request from the carriers/vendors * Collect, summarize and analyze proposal findings; support negotiations, make recommendations for finalist carriers, and communication to carriers * Design and manage placement (renewal/marketing) deliverables with a strict adherence to stated deadlines * Increase efficiency within client teams by identifying ways to improve processes * Build relationships internally and collaborate effectively on cross-functional teams * Partner with Global Delivery Centers and Client Service teams to deliver superior project management. * Review analytical work, mentor and develop junior colleagues. * Comply with internal excellence and compliance requirements * Contribute to the development of new intellectual capital Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
What you’ll do
The Senior Financial Analyst will support the design, funding, and financial analysis of employer health and benefit programs while managing carrier procurement and negotiations. They will also serve as a lead project manager, collaborating with client service teams to deliver high-quality analytical work and mentor junior colleagues.
Requirements
Candidates should have 3+ years of experience in health and benefit plan financials, ideally within a consulting or brokerage environment. Strong analytical capabilities, project management skills, and proficiency in Microsoft Office are required, along with the ability to obtain a Provincial Life and Health license.
Listed skills
- Microsoft ExcelPreferred
- CommunicationPreferred
- Financial analysisPreferred
- Project managementPreferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial analysis
- Project management
- Benefit plan design
- Actuarial theory
- Data analytics
- Negotiation
- Communication
- Microsoft Excel
- Microsoft PowerPoint
- Claim reporting
- Financial modeling
- Budget projections
- Vendor management
- Mentoring
- Financial Project Management
- Benefits Strategies
- Business Acumen
- Customer Service
- Procurement
- Financial Analysis
- Financial Modeling
- Global Delivery Model
- Marketing
- Intellectual Capital
- Project Management
- Process Improvement
Job areas
- Finance & Accounting
- Consulting
- Human Resources
- Management & Leadership
- Data & Analytics
- Health and Benefits Analyst
- Financial Analyst (General)
- Financial Analysts
- Financial and Investment Analysts
Additional details
- Minimum education
- Bachelor’s degree
- Minimum experience
- 3+ years
- Apply by
- Oct 31, 2026
- Posting language
- English
- Working hours
- 40 hours per week