Data Reporting Analyst

Role Overview

• Translate business needs into data requirements: collect, integrate, clean, explore, model, and analyze large datasets, visualize results, and present to business leaders
• Work with large datasets that are not consistent, clean, or fully modelled
• Retrieve and transform data from multiple systems and data sources
• Work with key stakeholders to obtain, review and program Commission files for standard consumption
• Build and maintain tools for transactional team and debt teams with a focus on automation and efficiency
• Analyze and develop reporting systems for AGA or corporations from all carriers, with a focus on large producing advisors/corporations. Provide regular reporting to these groups.
• Present and communicate the insights and recommendations generated in a visual and simplified language
• Analyze and provide reporting for bonus changes, used for data integrity validation and updates
• Create, design, and run other reports and tools as required for business analysis. Maintain existing reporting and tools
• Acts independently to determine methods on new or special assignments, with some oversight to review approach and results. Decisions are guided by specific objectives
• Analysis is a core requirement of the position. Identifies difficult problems where facts may be incomplete. Solutions require the interpretation of information according to established methods.
• Finds solutions requiring analysis and interpretation of information according to established techniques or methods.
• Makes suggestions to modify team policies and procedures
• Work closely with leadership or SMEs in the department and other departments to understand business drivers and enable them to make decisions based on data
• Provide training to the teams on the databases and reporting functions
• Represent department on company and third party projects that involve Distribution Services reporting/feeds
• Liaise with carrier partners to develop the most efficient methods to obtain MGA reports
• Build strong working relationships with all stakeholders

Requirements

• Completion of Post-Secondary School, or equivalent
• Advanced skill level with Microsoft Excel and Power Query and/or other reporting programs
• Experience visualizing data in Excel, Power Point
• Minimum 2+ years’ experience in the insurance and financial services industry
• Bilingual (French) an asset
• Familiarity with SQL an asset
• Knowledge of WealthServ an asset
• Strong critical thinking, analytical, and problem solving abilities
• Strong communication and interpersonal skills
• Strong data manipulation skills
• Detail-oriented maintaining accuracy and consistency
• Demonstrated flexibility and adaptability to work in an ever-changing environment

Tech Stack

• SQL

Benefits

• Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Company-matching pension plan, share ownership program and additional investment options.
• Employee recognition programs, service milestone celebrations, employee discounts and more!
• We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.