Senior Analytics Consultant

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.

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 management, prioritization, and multi tasking skills.
• High degree of professionalism, attention to detail, and written/verbal communication skills.

QUALIFICATIONS (Preferred)
Note: This is not an actuarial role and does not require actuarial credentials; however, exposure to actuarial adjacent tools and methods is valuable.
• Experience with analytics/modeling tools (e.g., Claros) or similar platforms.
• Experience with population health data analytics tools (e.g., Innovu).
• Experience using SQL, Python, VBA, or BI tools (Power BI/Tableau) for automation, data validation, or enhanced analytics.

KEY COMPETENCIES
• Strategic thinking, advanced quantitative analysis, and problem solving.
• Effective stakeholder management and executive-level communication.
• Assertiveness in defining scope and managing expectations.
• Strong organizational discipline and documentation practices.
• Leadership, mentorship, and ability to coach junior colleagues.
• Professional presence and ability to represent EPIC positively.

SPECIAL REQUIREMENTS
• Flexibility to work outside normal hours as needed.
• Travel may be required; occasional overnight stays.
• Must have (or obtain within 90 days) a state Life & Health license.

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

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