Financial Analyst

Phoenix, Arizona, United States of America

Client Services

2600BW

Aplica ya

Financial Analyst

Phoenix, Arizona, United States of America

Client Services

2600BW

Apply now

Trabajar en Lockton

En Lockton estamos apasionados por ayudar a nuestra gente a alcanzar su máximo potencial. Somos colaboradores curiosos, orientados a dar respuestas y siempre nos esforzamos por mejorar nuestro desempeño y el de quienes nos rodean. Somos oyentes activos trabajando para garantizar la comprensión y solucionar problemas con alternativas innovadoras. Si te ves prestando un servicio de excelencia a los clientes, ayudando a la comunidad y formando parte de una cultura solidaria, eres uno los nuestros.

Business unit

West Series

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

Hybrid

Tus responsabilidades

Lockton is seeking an Employee Benefits Financial Analyst to support the Analytics & Insights team by providing accurate financial data analysis and reporting for client programs. You will prepare and maintain routine financial reports, assist in developing pricing and trend models, and contribute to cost management strategies that help optimize employee health benefits. This position requires strong analytical skills, attention to detail, and a commitment to delivering reliable, high-quality results.
Position Responsibilities
    Prepare routine financial and statistical reports for internal use, ensuring accuracy and clarity.
    Maintain and update data templates, spreadsheets, and databases to support team reporting needs.
    Assist in the development and application of standard financial models and formulas under supervision.
    Analyze internal data to identify trends and support decision-making for client initiatives.
    Support the benchmarking process by gathering and organizing relevant data.
    Collaborate with team members to ensure timely completion of deliverables.
    Stay informed on relevant industry developments and internal policies.
    Protect the confidentiality of company and employee information at all times.
    Participate in team meetings and training sessions as required.

Formación

Position Qualifications
    Bachelor’s degree in a business-related field or equivalent education and/or experience, with emphasis in math, statistics, or finance required.
    1–3 years of relevant experience in data analysis, financial reporting, or a related field
    Basic understanding of financial and statistical concepts; willingness to learn more advanced modeling.
    Proficiency in Microsoft Excel and other Microsoft Office applications; familiarity with PowerBI/SQL/Python is a plus.
    Strong organizational skills and attention to detail.
    Effective written and verbal communication skills for internal collaboration.
    Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
    Willingness and ability to expand knowledge through extended insurance education and other appropriate training.
    Ability to work on a computer for prolonged periods and outside normal business hours as needed.
    Ability to travel by automobile and aircraft.
    Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
    Legally authorized to work in the United States.
    Ability to attend company, department, and staff meetings as required and perform other work-related duties as assigned.

Declaración de igualdad de oportunidades

Lockton Companies se enorgullece de ofrecer a todos las mismas oportunidades para crecer y progresar. Estamos comprometidos con una cultura y un entorno inclusivos en los que tanto empleados, clientes y comunidades son tratados con respeto y dignidad.

En Lockton, apoyar a la diversidad, a la equidad y a la inclusión está arraigado en nuestros valores, y creemos con vehemencia que el mejor momento es cuando plenamente incluimos a todos. Nos esforzamos por propiciar una cultura solidaria que aprenda, celebre y prospere gracias a la amplitud de diferencias. Como tal, reconocemos que la contratación, el desarrollo y la retención de personas con diversos orígenes y experiencias es vital, además de que permite que nuestros colaboradores prosperen personal y profesionalmente, lo cual es fundamental para el éxito a largo plazo.

Acerca de Lockton

Lockton es la mayor correduría de seguros privada e independiente del mundo. Desde 1966, la independencia nos ha permitido servir a los clientes, cuidar de nuestra gente y retribuir a la comunidad. Como tal, los más de 10,000 Asociados que operan en más de 100 países están capacitados para hacer lo correcto cada día.

En Lockton, creemos en el poder de todas las personas. Tú perteneces a Lockton.

Cómo te apoyaremos

En Lockton te ayudamos a reafirmarte en todo lo que hagas. Tu éxito también es nuestro y te ofrecemos oportunidades para crecer y crear una trayectoria profesional gratificante, sea cual sea tu visión.

Estamos preparados para atenderte en donde estés y a medida que tus necesidades cambien con el tiempo. Además del seguro médico líder del sector, ofrecemos prestaciones adicionales para apoyar tu salud y bienestar general.

Más información sobre tu experiencia en Lockton

No se aceptan agencias

Cualquier agencia de empleo, persona o entidad que envíe un currículum no solicitado a este sitio lo hace entendiendo que el documento pasará a ser propiedad de Lockton Companies, Inc. Lockton Companies tendrá el derecho de contratar al solicitante a su discreción y sin ninguna tarifa debida a la agencia de empleo, persona o entidad que envíe el currículum. Las agencias de empleo que tienen acuerdos de tarifas con Lockton Companies deben enviar a los solicitantes con el Coordinador de Empleo designado por Lockton Companies para ser elegibles para las tarifas colocación.

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February 3, 2026

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