Health and Benefits Financial Manager/Actuary

Assistant Vice President / Senior Consultant Private Equity Mid-Market Focus Financial Manager or Actuary

Location: Tampa, FL; Miami, FL; Houston, TX; Atlanta, GA; Dallas, TX; Nashville, TN; Charlotte, NC

Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive and diverse team, and we are passionate about helping our colleagues and clients succeed.

What the Day Will Look Like

• Lead actuarial and financial work on client teams for primarily private equity and mid-market clients.
• Provide technical coaching, guidance, and quality review for other team members, including final sign-off on results and deliverables.
• Demonstrate strong business judgment by anticipating client and project needs, identifying issues early, and developing practical, innovative solutions.
• Deliver strategy and actuarial consulting that may include: benefit strategy and goal setting, benchmarking and plan design, pricing strategy and budget setting, carrier bid, evaluation, and selection projects.
• Explain financial methodologies, assumptions, and results to clients in a clear and compelling way, including discussion of potential alternatives and recommendations.
• Prepare regular (monthly or quarterly) financial reporting packages for clients using and enhancing existing templates.
• Lead and execute ad hoc analyses and projects (e.g., ROI analysis, self-funded versus fully insured funding evaluations, and other financial decision support).

How This Role Is Different

As part of an industry-leading Health & Benefits team, you will help empower results for our clients by delivering innovative and effective actuarial and financial solutions. This role will serve as the lead financial manager or actuary on assigned private equity and mid-market clients, with a particular emphasis on:

• Supporting private equity sponsors and portfolio companies with health and benefits strategy and financial management.
• Bringing a private equityoriented perspective to plan design, cost management, and integration across multiple entities.
• Influencing client decision-making through data-driven insights and clear communication of financial impacts.

Skills and Experience That Will Lead to Success

• 612 years of health care industry experience (carrier and/or consulting environment).
• Demonstrated project management experience, including leading multi-stakeholder projects and managing timelines, deliverables, and resources.
• Bachelor's degree or equivalent combination of education and relevant industry experience.
• Strong proficiency in self-insured and fully insured funding arrangements, including financial modeling and funding strategy.
• Proven ability to manage multiple clients and projects simultaneously while maintaining high-quality standards.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication skills, including the ability to present complex financial information to non-technical audiences.
• Collaborative working style with the ability to lead, mentor, and develop junior colleagues.

Pay Transparency Laws: The salary range for this position (intended for U.S. applicants) is $140,000-$160,000 annually.The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data.The salary may also be adjusted based on applicant's geographic location.This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary.

The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position: Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions.

Eligibility for benefits is governed by the applicable plan documents and policies.