Job Summary

As part of the Account Finance and Reporting team, the successful candidate will gather, process and present data to aid in informed decision-making within the organization. They will work closely with senior analysts and managers to ensure accurate and timely reporting to achieve the team’s delivery goals, such as providing timely, accurate, complete information in an efficient manner. Additionally, this candidate will seek out areas for streamlining and process improvements in daily operations for end-to-end business processes.

Job Responsibilities

Report Generation:

Maintain reports, dashboards, and visualizations using tools like Excel, SQL, PowerBI
Responsible for the preparation and delivery of periodic, existing management reports
Support distribution of reports and information

Data Collection

Upload and download data from various sources, including databases, spreadsheets, and various platforms o Prepare ad hoc data queries

Data Analysis

Analyze data to identify trends, patterns, and insights that can inform business decisions
Doing data analysis and production support dealing with issues such as bad data, formatting, etc.

Quality Assurance

Reconcile and validate data to ensure accuracy and consistency
Assist in data reconciliations supporting enterprise data store initiative

Collaboration

Collaborate with cross-functional teams to provide analytical support for specific projects

Automation and Documentation

Identify opportunities to automate reporting processes to increase efficiency as well as document data sources, methodologies and report templates for future reference
Special projects as needed

Required Skills

Required skills - 1-3+ years of finance or data analytics related experience, preferred to have insurance knowledge or background
Intermediate level SQL and Excel experience, adept at queries, report writing and presenting findings
Knowledge of and experience with reporting tools & databases (SQL Server & PowerBI)
Excellent problem solving and analytical skills
Excellent organization skills, attention to detail and high level of accuracy
Excellent critical thinking skills to flag data issues
Comfortable working in a fast-paced, collaborative team

Education

Education - B.S. Degree in Finance, Computer Science, Information Technology Data Analytics or equivalent

Jobs

Data Analyst (SQL, PowerBI)

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