What are the responsibilities and job description for the Financial Analyst position at Milliman?
FINANCIAL ANALYST
Milliman, Inc. is seeking a FINANCIAL ANALYST to work in a fast-growing department in Omaha. We offer a unique opportunity for the right candidate providing the best of both worlds: a flexible local office that recognizes individual value within a large, national firm that gives stability and structure.
JOB DESCRIPTION
Created due to our recent growth, the Financial Analyst will have an important role in the ongoing success of our practice. With annualized organic growth of over 20% for the past 10 years, we have numerous clients and prospects that depend on our consultants for their success. This position will interact with all members of our staff as well as many clients. The primary challenges are the ability to handle multiple projects at the same time, the ability to interact with people with varied personalities and communication styles, and the flexibility to adjust resources as needed. Training and support are provided both corporately and locally. This position will have minimal travel requirements, if any. Some of the specific duties are listed below:
- Preparing client deliverables (reports, letters, presentations) primarily with MS Excel, Word and PowerPoint
- Responding to client requests for advice, information, explanations, or schedules through phone and e-mail
- Working with large insurance carriers such as Blue Cross Blue Shield, United HealthCare, Aetna, Cigna, Mutual of Omaha to collect data and other reports
- Managing projects for clients by working with other consultants and support staff
QUALIFICATIONS
- Bachelor of Arts or Science degree
- GPA of 3.5 or greater with major in Actuarial Science, Accounting, Economics, Data Analysis, Finance or Math
- Previous experience within insurance preferred but not required.
- Up to two years’ experience in related field
SKILLS & ABILITIES
- Exceptional finance and accounting abilities, including the ability to understand and extract data from corporate financial reports.
- Demonstrated proficiency in MS Excel, including pivot tables, database management, and report formatting
- Previous experience with database programs such as MS Access a plus
- Strong written and verbal communication skills
- Ability to portray a professional image consistent with Milliman's role as a consultant with phone calls, e-mails, and other correspondence.
- Strong organizational skills with attention to detail to manage multiple projects at the same time.
- Ability to work independently within a team-based consulting environment.
- Willingness to learn new skills and offer input.
- Flexibility within a customer first attitude.
LOCATION
This position is based out of the Milliman office in Omaha, Nebraska. Candidates hired into this role must be willing to work onsite full-time.
BENEFITS
We offer a comprehensive benefits package designed to support employees’ health, financial security, and well-being. Benefits include:
- Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.
- Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges.
- 401(k) Plan – Includes a company matching program and profit-sharing contributions.
- Discretionary Bonus Program – Recognizing employee contributions.
- Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses.
- Paid Time Off (PTO) – Begins accruing on the first day of work.
- Full-time employees accrue 15 days per year.
- Employees working less than full-time accrue PTO on a prorated basis.
- Holidays – A minimum of 10 observed holidays per year.
- Family Building Benefits – Includes adoption and fertility assistance.
- Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria.
- Life Insurance & AD&D – 100% of premiums covered by Milliman.
- Short-Term and Long-Term Disability – Fully paid by Milliman.
OUR COMPANY
Milliman (www.milliman.com) is an international consulting firm with over 5,100 employees and $1.6 billion in annual revenue. With over 70 years in the consulting business, we have an excellent reputation for superior tools and service to our clients. The Omaha Health & Welfare practice was started 24 years ago to serve large employers in the design and administration of their employee benefit insurance plans. Much of our success depends on our employees and our culture that recognizes and rewards employees for the value they bring to our business in general and our clients in particular. The atmosphere is business casual with 70 other professionals in an upscale office setting at 180th and Dodge Street in Omaha, Nebraska.
COMPENSATION
Salary will be commensurate with experience and abilities. Milliman offers a full package of benefits, including medical, dental, life, disability, PTO, and 401(k) plans that ranks as one of the best in the area.
CONTACT INFORMATION
Terry Bierman
Principal & Consulting Actuary
Milliman, Inc.
18205 Capitol Ave., Suite 400
Omaha, NE 68022
terry.bierman@milliman.com
EQUAL OPPORTUNITY
All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.