{"schemaVersion":"jobsearcher.job.v1","id":"c021a8aa26404e6d670a5aae","url":"https://jobsearcher.com/jobs/c021a8aa26404e6d670a5aae","canonicalUrl":"https://jobsearcher.com/jobs/c021a8aa26404e6d670a5aae","title":"Financial Analyst","description":"The Financial Analyst role is responsible for preparing sophisticated plan design proposals and financial analyses involving complex funding of non‑qualified executive benefit programs, including acquisition of new clients and the ongoing servicing of current clients. This is a full‑time (5 days a week) in‑office position located in Lake Mary, FL.\nJob Functions, Essential Duties and Responsibilities Works closely with Senior Consultants to provide sophisticated plan modeling and funding solutions for non‑qualified benefit plans, including deferred compensation and supplemental executive retirement plans.\nDevelops and maintains relationships with insurance carriers that offer products in the non‑qualified benefit plan marketplace, gaining a thorough understanding of the various products and their applications to clients.\nUtilizes insurance carrier software and internal programs to prepare accurate financial modeling for new and existing non‑qualified executive benefit clients.\nProvides detailed modeling assumptions, analysis, recommendations and follow‑up analysis on a timely basis.\nParticipates in special projects to enhance productivity and efficiency and the suite of non‑qualified services.\nResponsible for protecting, securing, and properly handling all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information.\nExperience, Skills, Knowledge Requirements Bachelor's degree in Finance, Economics, or Mathematics.\n0–3 years of retirement services industry (or comparable) experience.\nProficient in Microsoft Office programs, especially Excel.\nAbility to learn multiple insurance carrier software programs.\nStrong analytical and problem‑solving skills; detail‑oriented.\nStrong written and oral communication skills.\nStrong organizational skills.\nSelf‑motivated and capable of initiating action.\nAbility to collaborate with others and adapt to change.\nAbility to work on multiple projects concurrently and adjust to changing priorities.\nAbility to work under pressure in a very fast‑paced environment.\nProvides regular, reliable and punctual attendance.\nTravel: up to 5%.\nOther Duties The job description is not comprehensive; duties, responsibilities, and activities may change at any time with or without notice.\nBenefits Professional development with in‑house training and tuition reimbursement.\nGenerous reward programs.\nPaid time off.\nMedical, dental and vision benefits.\nHealth Savings Account with employer contribution up to $1,100.\n401(k) and 529 college savings match programs.\nVolunteer and charitable‑giving programs.\nBusiness casual dress.\nThe company is guided by its core values: People Matter, Quality First and Integrity Always.\n\n#J-18808-Ljbffr","company":"Ascensus","rawCompany":"ascensus","city":"Florida","state":"NY","isRemote":false,"isActive":false,"createdAt":"2026-06-18T03:20:52.889Z","occupations":[{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"},{"code":"13-2099.00","title":"Financial Specialists, All Other","slug":"financial-specialists-all-other"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"524298","title":"All Other Insurance Related Activities","slug":"all-other-insurance-related-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Financial Analyst","description":"The Financial Analyst role is responsible for preparing sophisticated plan design proposals and financial analyses involving complex funding of non‑qualified executive benefit programs, including acquisition of new clients and the ongoing servicing of current clients. This is a full‑time (5 days a week) in‑office position located in Lake Mary, FL.\nJob Functions, Essential Duties and Responsibilities Works closely with Senior Consultants to provide sophisticated plan modeling and funding solutions for non‑qualified benefit plans, including deferred compensation and supplemental executive retirement plans.\nDevelops and maintains relationships with insurance carriers that offer products in the non‑qualified benefit plan marketplace, gaining a thorough understanding of the various products and their applications to clients.\nUtilizes insurance carrier software and internal programs to prepare accurate financial modeling for new and existing non‑qualified executive benefit clients.\nProvides detailed modeling assumptions, analysis, recommendations and follow‑up analysis on a timely basis.\nParticipates in special projects to enhance productivity and efficiency and the suite of non‑qualified services.\nResponsible for protecting, securing, and properly handling all confidential data held by the company to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information.\nExperience, Skills, Knowledge Requirements Bachelor's degree in Finance, Economics, or Mathematics.\n0–3 years of retirement services industry (or comparable) experience.\nProficient in Microsoft Office programs, especially Excel.\nAbility to learn multiple insurance carrier software programs.\nStrong analytical and problem‑solving skills; detail‑oriented.\nStrong written and oral communication skills.\nStrong organizational skills.\nSelf‑motivated and capable of initiating action.\nAbility to collaborate with others and adapt to change.\nAbility to work on multiple projects concurrently and adjust to changing priorities.\nAbility to work under pressure in a very fast‑paced environment.\nProvides regular, reliable and punctual attendance.\nTravel: up to 5%.\nOther Duties The job description is not comprehensive; duties, responsibilities, and activities may change at any time with or without notice.\nBenefits Professional development with in‑house training and tuition reimbursement.\nGenerous reward programs.\nPaid time off.\nMedical, dental and vision benefits.\nHealth Savings Account with employer contribution up to $1,100.\n401(k) and 529 college savings match programs.\nVolunteer and charitable‑giving programs.\nBusiness casual dress.\nThe company is guided by its core values: People Matter, Quality First and Integrity Always.\n\n#J-18808-Ljbffr","datePosted":"2026-06-18T03:20:52.889Z","dateModified":"2026-06-18T03:20:52.889Z","hiringOrganization":{"@type":"Organization","name":"Ascensus","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Florida","addressRegion":"NY","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"c021a8aa26404e6d670a5aae"},"url":"https://jobsearcher.com/jobs/c021a8aa26404e6d670a5aae"}}