Senior Analytics Consultant
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Responsibilities
- Financial & Analytical Consulting
- Develop accurate and timely financial analyses to support client strategy, renewals, planning, and executive decisions.
- Conduct quantitative modeling and scenario analysis to assess financial impact of plan design, contribution strategies, vendor changes, and trend assumptions.
- Analyze claims drivers, utilization patterns, and cost trends to identify opportunities and inform recommendations.
- Support client teams with benchmarking, risk profile evaluation, pharmacy financial reviews, and analytics that connect performance to strategy.
- Reporting, Insights & Client Support
- Prepare, update, and present monthly and quarterly reporting packages, dashboards, performance reviews, variance analyses, and projections.
- Craft and maintain client financial presentation materials in partnership with account teams to ensure professional, consistent formatting and narrative.
- Present analytics to clients and translate complex findings into clear, actionable insights.
- Maintain awareness of client goals and incorporate stakeholder perspectives into analytic deliverables.
- Data Management, Validation & Vendor Coordination
- Identify required data and obtain it through carrier portals or direct vendor coordination (carriers, PBMs, TPAs, other partners).
- Validate, reconcile, and structure data into repeatable, accurate reporting frameworks.
- Support pharmacy rebate tracking, vendor performance reconciliation, and verification of program related invoices and fees.
- Maintain comprehensive records of source data, assumptions, and methodologies in an organized system.
- Project Management & Team Development
- Manage multiple workstreams, define project scope, set priorities, and deliver results within tight deadlines.
- Provide peer review, coach junior analysts, and support knowledge sharing and team development.
- Identify process improvements and contribute to building scalable, standardized analytic workflows.
- Demonstrate professionalism and accountability in all internal and client-facing interactions.
- May supervise and provide direction to junior team members, including managing workflow, prioritization, and development support.
- QUALIFICATIONS (Required)
- 7+ years of progressive experience in employee benefits analytics, financial analysis, underwriting support, or related roles.
- Bachelor's degree in Mathematics, Statistics, Finance, Economics, Data Analytics, or related field, or equivalent experience.
- Advanced proficiency in Microsoft Excel, including handling large datasets and building structured models.
- Ability to interpret data, synthesize findings, and communicate insights to clients.
- Familiarity with self funded plan mechanics, financial reporting structures, vendor fees, and stop loss concepts.
- Experience producing executive ready dashboards and recurring reporting packages.
- Strong project manag
Benefits
Additional Information
LOCATION : Atlanta, GA Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Senior Analytics Consultant plays a strategic role within EPIC's high growth Private Equity Benefits Practice. This position serves as a trusted advisor to clients by delivering high quality financial and analytic insights that drive benefits decision making across a diverse portfolio of private equity backed companies. The Senior Analytics Consultant is responsible for managing complex workflows including acquiring and validating data, structuring analyses, developing forward looking projections, interpreting plan performance, and creating client ready deliverables. The role collaborates closely with account teams to ensure accurate, insightful, and polished financial reporting. As a senior member of the PE Benefits Analytics Team, this individual will lead less standardized and time sensitive projects and present analytic findings directly to clients. The role also contributes to team development through peer review, mentoring junior analysts, and modeling a thoughtful, process oriented approach to high quality work.
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