via Workday
$80K - 90K a year
Supports financial analysis related to clients' benefit programs, utilizing data analytics to identify risks, develop models, and prepare reports for clients.
Requires 2-3 years of experience, proficiency in Microsoft Excel, and a background in finance, business, or related fields, with preferred knowledge of healthcare insurance products.
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: Summary: The Financial Benefits Analyst supports all aspects of financial analysis related to clients’ benefit programs. The Financial Benefits Analyst works closely and collaboratively with other members of the financial support team to provide support to Account Manager(s) and Sales Team. Deliverables will include benefit and financial illustrations that allows clients to properly evaluate their benefit plans. Essential Duties and Responsibilities (include but are not limited to): Identifies risk in existing benefit plans through the use of data analytics, illustrates the results and provide actionable insights and potential solutions to mitigate the risk through data analytics. Mine data from primary and secondary sources, cleaning raw data and eliminating duplicates and errors to ensure that the resultant data is high-quality to ensure integrity of database; interpreting data, analyzing results using statistical techniques. Create and maintain documentation of analytics processes for management to understand the data analysis process as needed. Focused on designing analysis tools and developing analytic models and processes that aid in analyzing data and mapping trends, streamlining processes and patterns using existing resources available. Provide oversight and training for future data analysts Collaborate with the Account Managers to review client utilization reports and identifies opportunities for plan design and product changes, based upon utilization patterns to develop and streamline data strategies Drafts accurate exhibits for quarterly and annual client meetings Drafts client reports using various carrier reporting methods. Analyzes data and identifies opportunities for plan design and product changes, based upon observed utilization patterns Drafts monthly reporting deliverables for clients. Develops and maintains strong working relationships Maintains accurate, current, organized and complete information in internal database Assists team and clients as necessary with special projects Qualifications, Skills and Requirements: Ability to analyze data and recognize analytical patterns Strong verbal and written communication skills Ability to effectively handle multiple and changing client priorities and deadlines Excellent interpersonal skills Ability to thrive in a fast paced environment Education, Training and Experience: 2-3 years of experience; Bachelor’s degree, required; Business, Finance, Math, Accounting or related field, preferred Proficient in all Microsoft Office products, required Advanced/Expert Level proficiency in Microsoft Excel, required; Experience in the healthcare industry working for a group insurance carrier, broker or consultant, preferred Knowledge of group insurance including medical, dental, CDHP, pharmacy, life and disability products, strongly preferred Experience with database applications, a plus. The typical base pay range for this role nationwide is $80,000 to $90,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team! OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability. Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offer the same total-wellbeing benefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members. Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn
This job posting was last updated on 1/29/2026