Data & Reporting Analyst

Role Overview

• Supporting end user reporting requirements gathering and analysis in consultation with Business Analysts and end users.
• Administering weekly, monthly, quarterly and annual dashboards and reports.
• Identifying and supporting opportunities for automated workflows.
• Designing, developing, testing and validating new reports, dashboards and processes of simple complexity.
• Understanding and applying continuous improvement processes, policies, and procedures and internal control standards to ensure “One Source of Truth” reporting.
• Supporting the development and enhancement of reporting capabilities across our analytical and data management tool sets (e.g. Excel, SQL, Tableau, Power BI, Alteryx, etc.) through input and testing.
• Performing and documenting data analysis, data validation, and data mapping/design.
• Collecting, analyzing, mining and leveraging data stored in data warehouse universes and databases utilizing company supported tools (Alteryx, Tableau, Python, BI, etc.).
• Supporting the development of techniques and models to evaluate business results, risk exposure, and identify drivers of deviations from plan, including sales and agent practices, claims and persistency experience, processing methods, team production and utilization, staffing forecasts and/or operational expenses.
• Executing and maintaining forecasting models of simple complexity to project business needs and /or results.
• Executing and maintaining basic financial analyses including cost benefit analyses, cost estimates, and decision support analyses to provide business partners with financial impact information to make business decisions.
• Supporting business partners with various ad hoc analyses designed to improve efficiency and/or effectiveness of each department.

Requirements

• Bachelor’s degree in business, Economics, Mathematics, Statistics, or other quantitative discipline or equivalent or eight years of relevant experience.
• 3 years of data analysis experience in data analysis experience preferably in Insurance, Financial Services or Operations Consulting role.
• Intermediate to advance technical skills including Excel, Access, Power Point, Word, Business Objects or similar tools.

Tech Stack

• Python
• SQL
• Tableau

Benefits

• medical insurance
• dental insurance
• vision insurance
• 401(k) retirement plan with company match
• short-term & long-term disability insurance
• Paid time-off and corporate holidays
• paid parental leave
• company paid life insurance