Financial Analyst - Hybrid (Chicago, IL)

Onedigital Job Opportunity

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.

If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

Our Newest Opportunity:

Job Summary

This role supports client benefit strategy by delivering financial analysis, renewal modeling, market evaluations, and compliance support. The position partners closely with carriers, consultants, and account teams to manage renewals, RFPs, and ongoing client reporting while ensuring accuracy, organization, and strong client service.

Key Responsibilities

• Prepare financial reports, renewal projections, pricing models, contribution modeling, and other plan performance analyses
• Create clear and accurate market exhibits, renewal materials, and client presentations
• Own and project manage the RFP process for assigned clients, including finalist presentations
• Collect, audit, analyze, and interpret carrier and claims data to support client renewals and financial deliverables
• Maintain accurate market, renewal, and client data in internal systems including D365 and Client Action Logs
• Partner with carriers, consultants, and internal teams to support renewals and ongoing client needs
• Advise clients on carrier deliverables and communicate findings throughout the plan lifecycle
• Distribute and interpret monthly carrier performance reports
• Prepare benchmarking and financial workbooks for Client Stewardship and Midyear meetings
• Support annual client compliance requirements (e.g., RxDC, 5500s, PCORI, Creditable Coverage, Discrimination Testing)
• Maintain organized documentation for renewals, reporting, and ongoing claims data
• Review peer deliverables to ensure accuracy and consistency
• Support special projects and additional duties as assigned

Qualifications and Skills

Strong analytical skills with the ability to identify trends and patterns in complex data

Solid quantitative and math skills

Strong organization, time management, and project management abilities

Excellent written and verbal communication skills

Ability to manage multiple client priorities and deadlines in a fast-paced environment

Strong interpersonal skills and professional presence

Ability to present data and insights, occasionally to executive audiences

Education and Experience

Bachelor's degree in Business, Finance, Math, Accounting, or related field, preferred

3+ years of relevant professional experience

Advanced proficiency in Excel and strong Microsoft Office skills

Experience working with a group insurance carrier, broker, or consultant

Knowledge of group insurance products (medical, dental, pharmacy, life, disability, CDHPs)

Experience with database applications a plus

The typical base pay range for this role nationwide is $60,000 to $80,000 per year.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!