ABOUT THE ROLE Our client is a specialized consulting firm with a longstanding reputation for delivering high-level financial solutions to corporate executives and directors. They provide tailored benefit strategies that emphasize precision, innovation, and integrity. The Senior Financial Case Design Analyst plays a critical role in developing, analyzing, and presenting sophisticated financial and insurance-based solutions. This individual will collaborate closely with senior leadership and external stakeholders to craft models and illustrations that meet complex client needs. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, dynamic environment.

DUTIES & RESPONSIBILITIES Develop and analyze financial models to support executive benefit strategies. Create life insurance and annuity illustrations ensuring alignment with client goals. Conduct in-depth analysis of permanent life insurance products, including Indexed Universal Life (IUL), Whole Life, and Variable Universal Life (VUL), as well as annuity solutions like Fixed Indexed Annuities (FIA) and Single Premium Immediate Annuities (SPIA). Assist in the design and preparation of customized solutions for executive benefit plans, including Split-Dollar, 457(f), and Non-Qualified Deferred Compensation arrangements. Support the preparation of client presentations, reports, and materials for annual reviews.

QUALIFICATIONS & EXPERIENCE Bachelor's degree in finance, statistics, economics or a related field. 5+ years of experience in financial case design, life insurance, or executive benefits consulting. Skilled in Supplemental Executive Retirement Plan (SERP)/ deferred compensation plans. Expertise in analyzing and presenting life insurance and annuity products. Advanced proficiency in Excel; experience with Salesforce or other CRM platforms is preferred. Strong analytical skills with the ability to interpret complex data and provide actionable insights. Excellent written and verbal communication skills, with a knack for crafting client-facing materials. Proven ability to manage multiple priorities and deliver high-quality results under tight deadlines.

Compensation: $120,000 to $140,000. Opportunity to work on complex, high-impact projects for senior-level executives. Collaborative environment with a focus on professional growth and industry leadership. Competitive compensation and benefits package.