Financial Consultant

About the Opportunity

Our client is a growing consulting firm that advises public sector organizations on the design, financing, and management of employer-sponsored health and welfare programs. They are seeking a Senior Financial Consultant to support and lead financial consulting engagements for municipalities, counties, school districts, special districts, and other public sector entities.

This position is ideal for a consultative professional with strong analytical capabilities, experience working with self-funded and fully insured health plans, and the ability to serve as a trusted advisor to clients. The successful candidate will play a key role in developing financial strategies, evaluating plan performance, and guiding clients through complex healthcare cost and funding decisions.

Key Responsibilities

• Serve as a lead financial consultant on public sector health and welfare engagements.
• Analyze healthcare claims, utilization, trend data, and plan performance to develop client recommendations.
• Develop financial projections, budget forecasts, contribution models, and funding strategies for employer health plans.
• Evaluate self-funded and fully insured program alternatives, including reserve analyses and risk assessments.
• Support procurement and renewal activities by analyzing carrier and vendor proposals.
• Prepare and present findings, financial reports, and strategic recommendations to client leadership teams, boards, committees, and other stakeholders.
• Partner with actuaries, consultants, and analysts to deliver comprehensive client solutions.
• Assist clients with plan design evaluations, cost containment initiatives, and long-term benefits strategies.
• Build and maintain strong client relationships while serving as a trusted day-to-day contact.
• Contribute to business development efforts, proposal development, and practice growth initiatives as needed.

Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, Accounting, Actuarial Science, Statistics, Business, or a related field.
• 5-10 years of experience in employee benefits consulting, healthcare finance, actuarial consulting, underwriting, or a related discipline.
• Experience working with public sector organizations such as municipalities, counties, school districts, or governmental entities strongly preferred, but not required.
• Strong understanding of health and welfare plans, including medical, pharmacy, dental, vision, disability, and voluntary benefits.
• Experience analyzing healthcare claims and financial data to develop strategic recommendations.
• Comfortable presenting financial results and recommendations to clients and executive stakeholders.
• Advanced proficiency with Excel and financial modeling tools.
• Excellent communication, presentation, and relationship management skills.
• Ability to manage multiple client engagements in a fast-paced consulting environment.

Preferred Qualifications

• Experience with self-funded health plans and public sector healthcare funding arrangements.
• Exposure to actuarial concepts, healthcare underwriting, or reserve analyses.
• CEBS, MBA, CPA, ASA, FSA, or other relevant professional designation is a plus.

What Success Looks Like

• Acts as a trusted advisor to public sector clients.
• Delivers accurate, actionable financial insights that improve plan performance and cost management.
• Builds strong client relationships through responsiveness, expertise, and strategic thinking.
• Contributes to the continued growth and reputation of the firm's public sector health and welfare consulting practice.

Compensation: Competitive base salary, annual incentive opportunity, comprehensive benefits package, and strong career growth potential within a highly respected consulting practice.