Qureos Mentor

Lockton Companies

Financial Analyst, Market Management - IAS

<div><div><div><div><div><div>Working at Lockton
</div><p>At Lockton, we&rsquo;re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We&rsquo;re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, <b>you belong here.
</b></p></div><div><div><div>Business unit
</div><div>West Series
</div></div><div><div>Schedule
</div><div>Full-time
</div></div><div><div>Lockton Benefits Offerings
</div><div>Click Here
</div></div><div><div>Workplace
</div><div>Hybrid
</div></div></div><div></div><div><div><div>Your Responsibilities
</div></div><div><p>Lockton is seeking an Employee Benefits Financial Analyst to support the Analytics &amp; Insights team by providing accurate financial data analysis and reporting for client programs. You will prepare and maintain routine financial reports, assist in developing pricing and trend models, and contribute to cost management strategies that help optimize employee health benefits. This position requires strong analytical skills, attention to detail, and a commitment to delivering reliable, high-quality results.<br>
</p><p><br>
Position Responsibilities
 <br>
Prepare routine financial and statistical reports for internal use, ensuring accuracy and clarity.
 <br>
Maintain and update data templates, spreadsheets, and databases to support team reporting needs.
 <br>
Assist in the development and application of standard financial models and formulas under supervision.
 <br>
Analyze internal data to identify trends and support decision-making for client initiatives.
 <br>
Support the benchmarking process by gathering and organizing relevant data.
 <br>
Collaborate with team members to ensure timely completion of deliverables.
 <br>
Stay informed on relevant industry developments and internal policies.
 <br>
Protect the confidentiality of company and employee information at all times.
 <br>
Participate in team meetings and training sessions as required.<br>
<br>
</p></div></div><div></div><div><div><div><div>Qualifications
</div></div><p>Position Qualifications
 <br>
Bachelor&rsquo;s degree in a business-related field or equivalent education and/or experience, with emphasis in math, statistics, or finance required.
 <br>
1&ndash;3 years of relevant experience in data analysis, financial reporting, or a related field
 <br>
Basic understanding of financial and statistical concepts; willingness to learn more advanced modeling.
 <br>
Proficiency in Microsoft Excel and other Microsoft Office applications; familiarity with PowerBI/SQL/Python is a plus.
 <br>
Strong organizational skills and attention to detail.
 <br>
Effective written and verbal communication skills for internal collaboration.
 <br>
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
 <br>
Willingness and ability to expand knowledge through extended insurance education and other appropriate training.
 <br>
Ability to work on a computer for prolonged periods and outside normal business hours as needed.
 <br>
Ability to travel by automobile and aircraft.
 <br>
Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
 <br>
Legally authorized to work in the United States.
 <br>
Ability to attend company, department, and staff meetings as required and perform other work-related duties as assigned.
</p></div></div><div><div>Equal Opportunity Statement
</div><p>Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
</p><p>At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
</p></div><div><div><div>About Lockton
</div><p>Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what&rsquo;s right every day.
</p><p>At Lockton, we believe in the power of all people. You belong at Lockton.
</p></div><p></p><div><div>How We Will Support You
</div><p>At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
</p><p>We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.</p><p><br>
</p></div></div><div><div>No Agencies Please
</div><p>Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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</div></div><div></div><div><div><div><div>February 3, 2026
</div>Making an impact: An...
<div>Fundaci&oacute;n Cuenta Conmigo is a nonprofit foundation created to support low-income families with a family member suffering from cancer in the Chilean public health system. Specifically, the foundation assists families navigating the process of their child&rsquo;s cancer treatment. This includes covering expenses and helping address needs that are not supported by the State or other non-governmental institutions. This organization is near and dear to Ana Wainer&rsquo;s heart. Her son, Dante&rsquo;s, close friend, Vicente, was diagnosed with pre-leukemia at age 9. After long and exhausting treatment, he underwent a bone marrow transplant. Unfortunately, it was not successful. Vicente later relapsed with Acute Myeloid Leukemia, &quot;a diagnosis that profoundly changed the lives of his family and of all of us who knew him and accompanied them throughout the process,&rdquo; Ana says. At age 11, after a long and courageous battle, Vincente passed away. &ldquo;Despite the deep sorrow, Vicente left us invaluable life lessons and opened our eyes to a reality that often remains invisible to much of society,&rdquo; Ana says. Shortly after his passing in March 2019, Vicente&rsquo;s parents founded Fundaci&oacute;n Cuenta Conmigo in 2020. Ana was a co-founder of the foundation and served as a volunteer member on the board of directors for three years. Through her role at Lockton, she coordinated activities between Lockton and the foundation as part of their Christmas initiatives since 2022. &ldquo;From the moment I introduced the foundation at Lockton, the company was very open to collaborating and the response was overwhelmingly positive,&rdquo; Ana says. &ldquo;When I invited my colleagues to participate as volunteers, everyone showed a genuine interest in helping in any way needed.&rdquo; Ana&rsquo;s love and dedication towards this foundation have been recognized by Lockton, earning her the Lockton Cares Community Impact Award for the Latin America region. This award celebrates Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. &ldquo;As first I was genuinely surprised to hear my name, followed by a deep sense of emotion, pride, and gratitude,&rdquo; Ana explains. The award funds were used to purchase a brand-new utility vehicle, which is now used to distribute the various donations the foundation receives and delivers to families undergoing treatment in public hospitals. Donations include food, Christmas gifts, medical supplies, orthopedic equipment, and other essential items as needs arise. Ana had to step down from her role on the board of directors, but this award represents the support she wished she could have continued providing. &ldquo;I feel like it is a kind of legacy that Lockton helped me leave for the foundation, for Vicente, and for his family,&rdquo; she says. As she becomes more familiar with Lockton culture, Ana says it was a pleasant surprise to see that the importance of culture is not something just written on paper, but something truly reflected in the company&rsquo;s commitment to charitable causes around the world. &ldquo;Lockton genuinely cares,&rdquo; Ana says. It&rsquo;s no secret how much this foundation means to Ana, and she will continue contributing and encourage more people show support in any way they can. Fundaci&oacute;n Cuenta Conmiga gave Ana an opportunity to discover an unfamiliar world&mdash;one that anyone could find themselves in one day. &ldquo;It taught me to value what I have,&rdquo; she says. &ldquo;To be more empathetic toward those going through difficult times.&quot;
</div></div></div></div><div></div><div><div><div><div>January 21, 2026
</div>Lockton recognized b...
<div>Lockton is proud to be named one of Glassdoor&rsquo;s 2026 Employees&rsquo; Choice Award winners, earning a Top 10 spot on the inaugural Consulting, Finance &amp; Insurance list and securing a place on the U.S. Large Best Places to Work list for the second year in a row. These awards come directly from the people who know us best: our Associates. Glassdoor, a global leader in workplace insights, bases its rankings solely on anonymous, voluntary employee feedback. There is no company-driven nomination or application process, just real reviews from current and former Associates over the past year. &ldquo;This recognition from Glassdoor is especially meaningful because it reflects the experiences and voices of our own people,&rdquo; said Martyn Worsley, Lockton&rsquo;s Chief People Officer. &ldquo;At Lockton, we&rsquo;ve created an environment where people are trusted, supported, and encouraged to grow - both professionally and personally. Our Associates shape our culture every day, and this recognition is a powerful reflection of the care, opportunity, and ownership mindset they experience here. We&rsquo;re building something special at Lockton, and recognition like this reinforces that we&rsquo;re on the right path.&rdquo; From career growth to meaningful work to the freedom to be yourself, our Associates continue to shape a culture that stands out. Here&rsquo;s what some Associates are saying about Lockton on Glassdoor: Excellence is at the core of their educational programs, client facing strategies and culture. It is the Mercedes Benz of global brokerage firms, and anyone fortunate enough to work with a great unit leader gains invaluable experience. Benefits, wellness program, and 401k match are competitive. Over 50 years of building a brand, a culture and a community. Well done, Lockton. -Kansas City, MO Associate Lockton is a great place to work! Family oriented, flexible schedule and great work life balance in my role. -Dallas, TX Associate Strong emphasis on employee well-being and work-life balance. Supportive team environment with approachable leadership. Beautiful office spaces and thoughtful amenities. Great benefits, including generous PTO and health coverage. Opportunity to take on diverse responsibilities and develop new skills. &ndash;Miami, FL Associate Great company with great people! Always feel empowered/supported and management consistently looking to give employees opportunity to move up. -Nashville, TN Associate When Lockton says it cares about their employees, they mean it, and they show it. Lots of pros for us to take advantage of. Management is incredible. My managers are always present, available, and attentive at all times. I feel heard, seen and appreciated. This is the best company I have ever worked for. -Hartford, CT Associate
</div></div></div></div><div></div><div><div><div><div>January 13, 2026
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<div>At Lockton, we believe business success and community impact go hand in hand. Our annual Lockton Cares Community Impact Report showcases how Lockton Associates around the world are creating meaningful change through volunteering, charitable giving, and sustainability initiatives that strengthen the communities where we live and work. This commitment to giving back isn&rsquo;t just a program: it&rsquo;s part of our culture. From thousands of volunteer hours to global giving campaigns, Lockton empowers its people to make a difference. That&rsquo;s what sets us apart from our peers and makes Lockton a place where purpose and career growth thrive together. Why Lockton? Empowered people: We trust our Associates to lead, innovate, and give back. Global reach: Impact that spans continents and cultures. Caring culture: A privately held company focused on people, not shareholders. If you&rsquo;re looking for a career where you can grow professionally while making a positive impact, Lockton is the place for you. Explore the full Lockton Cares Community Impact Report.
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</div>Making an impact: Ta...
<div>Tabitha Leister has spent over a decade championing the most vulnerable members of her community: children who have experienced abuse and neglect. As a longtime board member of The Children&rsquo;s Center, she&rsquo;s helped drive critical support for more than 150 children each year, ensuring they receive therapy, medical care, and legal advocacy. Her passion and persistence have made her a powerful voice for those who often go unheard. From securing sponsorships for the annual Casino Night fundraiser to speaking at local events, Tabitha is a tireless advocate for children who have endured unimaginable hardship. &ldquo;I want to continue to highlight the work of our child advocates and the comfort they provide to the most helpless victims. I want to highlight the hope they provide to children in seemingly hopeless situations,&rdquo; she said. In recognition of her unwavering commitment to her community, Tabitha was named the 2025 Lockton Cares Global Community Impact Award recipient. The Community Impact Awards honor Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. However, the Global award is reserved for one Associate whose impact stands out among the rest, accompanied by a $100,000 donation funded by the Lockton family. &ldquo;Being selected as the recipient of this award is both an honor and a deeply personal opportunity to make a meaningful impact on an organization I care about profoundly,&rdquo; said Tabitha. &ldquo;In my community, I regularly encounter children whose lives will be positively affected by the support this award enables. While I may never know exactly who benefits, I am confident that the impact is real and close to home. Living in a small community means that every time I step outside my front door, I am among those whose lives are being touched.&rdquo; Tabitha hopes a portion of the donation will be allocated to support the addition of a child therapist who can provide ongoing care to children served by the center &ndash; an investment that would significantly enhance the long-term impact the organization is able to make in the lives of children. &ldquo;Tab is a tireless advocate for children who have experienced abuse and/or neglect in their homes,&rdquo; said her nominator. &ldquo;She works to support the Children's Center by serving on the board, volunteering her time, and dedicating tons of time and energy to their annual fundraiser each spring. For as long as I've known Tab, she has been raising awareness of child abuse and neglect by promoting the positive impact the Children's Center has for victims.&rdquo; Tabitha credits Lockton&rsquo;s culture for empowering her to make a difference. &ldquo;One of my favorite aspects of working at Lockton is the company&rsquo;s genuine commitment to giving back,&rdquo; she said. &ldquo;Lockton empowers employees to make a difference in their own communities by providing the flexibility to engage in causes that matter personally. But what stands out most is that Lockton&rsquo;s focus has never been on gaining recognition, but rather on encouraging each of us to support the organizations and initiatives that speak to our hearts. The fact that a community as small as mine can be recognized and supported by an organization as large as Lockton is something I will carry with me moving forward. It&rsquo;s a powerful reminder that meaningful impact doesn&rsquo;t depend on size, but on intention&mdash;and Lockton continues to lead with both.&rdquo;</div></div></div></div></div></div></div></div></div><div></div>

Financial Analyst

Benefits Coordinator - Omaha, NE

Associate Benefits Analyst

Join Lockton Companies and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Lockton Companies

About Company

Financial Analyst, Market Management - IAS

Financial Analyst

Benefits Coordinator - Omaha, NE

Associate Benefits Analyst