Plan Design Analyst
Almfirst
About this role
A Case Design Analyst at ALM First Executive Benefits designs executive benefits plans using financial analysis of life insurance products and nonqualified executive benefit plan knowledge. The role involves creating and assessing plan designs, preparing client-ready proposals, and providing technical and analytical support to consulting and client administration teams.
Skills
Qualifications
About Almfirst
almfirst.comALM First is a strategic financial advisory firm that partners with banks and credit unions to strengthen balance-sheet management and risk-adjusted performance. They provide tailored advisory services — including asset‑liability management, interest‑rate and liquidity risk guidance, capital planning, and regulatory support — built around practical modeling and implementation. Positioned as a trusted partner, ALM First emphasizes long‑term relationships, pragmatic recommendations, and hands‑on support to help clients achieve more resilient financial outcomes.
About Almfirst
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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