Ohio Licensed Financial Analyst
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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Job Description:
A company is looking for a Consultant, Financial Analyst to
review financial reporting and analysis for clients.
Key Responsibilities
Review self-funded financial reports and provide feedback for
discussions
Analyze claims and manage various audits and optimization
processes
Prepare financial projections and assist in client meetings to
discuss reports
Required Qualifications, Training, and Education
Four-year degree in Finance, Statistics, or Mathematics preferred,
or 6+ years of equivalent experience
3-5 years of related experience with a carrier, consultant, or
broker
Intermediate to Advanced Microsoft Excel skills required
Ohio Life and Health License required
Ongoing education to meet CE requirements
Keywords: VirtualVocations, Costa Mesa , Ohio Licensed Financial Analyst, Accounting, Auditing , Vista, California
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