Financial consultant Jobs in Hartford, CT

Audit Consultant

The Audit Consultant plays a critical role in ensuring premium accuracy, financial integrity, and client accountability across Sun Life's Group Benefits business. This role conducts premium audits, analyzes census and billing data, identifies premium discrepancies, calculates financial impacts, and partners directly with clients and internal business partners to resolve premium variances.

With a focus on both self-administered and list-billed, this role supports Employer Benefits, Stop Loss, Supplemental Health, and National Account clients as assigned.

What you will do:

• Analyze census, billing, eligibility, contract, and premium remittance data to validate that premium paid aligns to policy provisions and rating methodologies.
• Use contract and premium calculation knowledge to explain audit outcomes, resolve questions, and help clients, brokers, and TPAs improve the accuracy of future premium remittance.
• Investigate premium discrepancies, calculation issues, monthly variance or flux items, and document findings clearly for internal review and client communication.
• Recreate premium calculations and validate premium statement creation for Self-Bill API clients to identify client misunderstandings or plan design set up disconnects.
• Review and support approval processes for high dollar refunds and revenue adjustments.
• Collaborate with Premium Administration, Billing, Underwriting, Client Services, Finance, offshore partners, Technology, Reporting, IT, and other cross-functional teams to research issues, coordinate membership updates, refine analytical reporting, and strengthen controls.
• Use Excel, reporting tools, and large data sets to analyze premium activity, monitor inventory, identify recurring root causes, summarize outcomes, and support audit readiness.
• Drive continuous improvement by identifying reporting gaps, automation opportunities, process defects, and client education needs that improve accuracy, efficiency, and client experience.
• Support company initiatives, special projects, and evolving audit priorities as assigned.

What you will bring with you:

• Bachelor's degree in Accounting, Finance, Business, Economics, Mathematics, or related field preferred; equivalent insurance or premium administration experience may be considered.
• 1 to 3+ years of experience in accounting, audit, financial analysis, billing, premium administration, or insurance operations preferred.
• Knowledge of Group Benefits, Stop Loss, Supplemental Health, or related insurance products preferred.
• Client-centered mindset with proven ability to collaborate effectively with peers, clients, brokers, and cross-functional partners through email, phone or chat.
• Strong analytical and financial investigation skills, including ability to combine information from policy, census, payroll, eligibility, billing, and payment sources.
• Advanced Excel proficiency, including pivot tables, lookups, formulas, data validation, and comfort working with large data sets; Power Query or similar data transformation experience preferred.
• Strong attention to detail, organization and ability to document conclusions clearly.
• Strong written and verbal communication skills, including ability to explain complex financial findings in plain language.
• Ability to work independently, manage competing priorities, and follow through on complex investigations within expected timelines.
• Demonstrated commitment to continuous improvement, problem solving, learning, and positive team collaboration.

Salary: $53,000 - 80,700

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualification, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Category: Customer Service / Operations

Posting End Date: 03/09/2026