Health Solutions AVP or VP - Financial Manager

Aon
Houston, Dallas, Atlanta, Charlotte
Workplace: HybridFull timeUSD 130,000 - 180,000 annuallyFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Analysis","Stakeholder management","Executive summarization","Client collaboration"]

Own financial activities for assigned health clients, preparing regular monthly/quarterly reporting and supporting key financial models across claims and pricing scenarios. Use advanced Excel to analyze ad hoc data, communicate findings to internal teams and client stakeholders, and lead smaller engagements. Review proposal caveats and insurance carrier renewal calculations for medical, dental, vision, life, and disability to identify negotiation opportunities.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Aon
Aon
9 hours ago

Health Solutions AVP or VP - Financial Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Own financial activities for assigned health clients, preparing regular monthly/quarterly reporting and supporting key financial models across claims and pricing scenarios. Use advanced Excel to analyze ad hoc data, communicate findings to internal teams and client stakeholders, and lead smaller engagements. Review proposal caveats and insurance carrier renewal calculations for medical, dental, vision, life, and disability to identify negotiation opportunities.
Location: Houston, Dallas, Atlanta, Charlotte
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Sr. Director level

Key Responsibilities

  • •Own all financial activities for assigned clients.
  • •Prepare regular monthly or quarterly financial reporting packages using existing templates.
  • •Support input collection for financial models including Incurred But Not Reported Claims, Actuarial Value Plan, and pricing models.
  • •Analyze ad hoc data in Excel and communicate insights to internal teams and client stakeholders.
  • •Review proposal financial caveats and insurance carrier renewal calculations; identify areas for negotiation and prepare executive summaries for key marketing financial components.

Pay and Benefits

Salary: USD 130,000 - 180,000 annually
Perks:401kEquityHealth InsuranceDentalVisionPaid LeaveLong-term DisabilityTuition AssistanceAdoption AssistanceLife InsurancePaid Holidays

Key Requirements

  • •8+ years of health and benefits underwriting experience, preferably in a consulting environment.
  • •Strong proficiency in self-insured and fully insured funding arrangements.
  • •Advanced proficiency with Microsoft Excel to analyze data and support financial modeling and analysis.
  • •Bachelor’s degree in a relevant discipline or equivalent experience.
  • •Appropriate Insurance License (Life and Health) or willingness to obtain the license as soon as possible.
Experience:HealthcareInsuranceHealth benefitsConsulting
Education:Bachelor's
Skills:CommunicationAnalysisStakeholder managementExecutive summarizationClient collaboration
Licenses:Insurance License (Life and Health)
Languages:English
Tech Stack:Microsoft OfficeExcel

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
Glassdoor
Glassdoor: 3.9
WebsiteLinkedInGlassdoor