Financial Strategist
imafinancialgroup · Bennington, VT; Bethel, VT; Brattleboro, VT; Burlington, VT; Concord, NH; Keene, NH; Manchester, VT; Middlebury, VT; Portsmouth, NH; Rutland, VT; Springfield, VT; Wilmington, VT
- Posted
- 14 days ago
- Last confirmed live
- 1 day ago
What this role involves
The Financial Strategist role involves supporting financial modeling, claims projections, and strategic analysis for self-funded and level-funded clients. The position requires strong technical analysis skills and a consultative approach, with flexibility to work remotely but within travel distance to VT or NH locations.
Skills this posting asks for
- financial modeling
- claims projections
- ibnr analysis
- renewal analysis
- stop-loss programs
- funding strategies
- financial negotiations
- peer review
Requirements
- Level: mid
- Remote policy: hybrid
From the employer’s posting
The Richards Group, an IMA Company is seeking a Financial Strategist to join our growing team. This role is a great fit for someone who enjoys translating complex financial data into clear, client-ready insights and wants to play a meaningful role in helping clients make informed decisions…
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