Financial Analyst

Mezrah Consulting - Tampa, FL (30+ days ago)3.4

ReportsTo: Director, Case Design

PositionDescription: Provide product and illustration support in the initial design and re-evaluation of non-qualified executive benefit plans, corporate owned life insurance (COLI) and bank owned life insurance (BOLI).


  • Perform due diligence on carrier and product selectio
  • Maintain contemporary knowledge of accounting and legal issues and their impact on existing and future
  • Generate illustrations for proposed plan, including mortality-adjusted
  • Illustrate and analyze alternative funding methods to support plan’s objec
  • Compare and contrast illustrations for competitiveness and ability to meet long-term objectiv
  • Generate illustrations for existing plans and review to determine funding
  • Design insurance, accounting, and benefit illustrati
  • Develop graphics and assist with text for proposed plan.
  • Maintain library for product disks and sample
  • Maintain industry files and carrier materi
  • Provide computer and software support for Executive Benefits Departme
  • Maintain workflow management report for cases in pr
  • Coordinate with Underwriting and Case Administration Departments on the proposed plan of insurance, purpose,

and ongoing administration.

  • Participate as a team member in special projec
  • Participate in industry meetings for the purpose of continuing education and/or obtaining industry designation



Bachelor’s degree in Business Administration, Finance, Mathematics, Actuarial Sciences, or related field.


  • Excellent interpersonal
  • Strong Excel skills which includes use of macros, Excel automation (e.g. VLOOKUP), and financial calculations (i.e. NVP, PV, IRR, ROI).
  • Strong verbal and written communication
  • Ability to work autonomously and perform well under
  • Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines.
  • Strong financial analysis skills and ability to conceptuali
  • Intermediate to advanced knowledge of marketing concepts and insurance and financial products.
  • Ability to develop advanced working knowledge of life insurance illustration
  • Ability to master presentation and desktop pack
  • Ability to understand complex tax and legal concepts and issues and their impact on
  • Strong decision-making
  • Ability to deal with sensitive and confidential

Job Type: Full-time

Salary: $45,000.00 to $55,000.00 /year


  • Bachelor's


  • Tampa, FL

Required work authorization:

  • United States