Senior Analyst, Reporting & Analysis

As a Reporting & Analysis Specialist, your responsibilities will include:

• Develop and maintain interactive dashboards and reports using Power BI, MicroStrategy and other reporting tools.
• Create executive-level presentations in PowerPoint to communicate trends, insights, and recommendations effectively.
• Perform data analysis to identify patterns, trends, and opportunities for business improvement.
• Partner with data owners and governance teams to ensure data accuracy and compliance with business rules.
• Collaborate with other team members to build fluid, efficient data and reporting processes
• Continuously improve reporting processes and visualization standards to enhance clarity and impact.
• Build strong relationships with business and IT partners to understand reporting needs and deliver actionable insights.
• Build good rapport with stakeholders

The Minimum Qualifications

• Bachelor’s degree or associate’s degree in business, Analytics, or related discipline.
• 2–4 years of experience in reporting and data analysis.
• Proficiency in Power BI, Microstrategy, PowerPoint, and advanced Excel (Pivot Tables, VLOOKUPs, charts).
• Excellent analytical and problem-solving skills.
• Ability to communicate complex data insights in a clear, concise manner, build and maintain relationships with other teams.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications

• Familiarity with SQL for basic data querying.
• Expert experience with PowerPoint, PowerBI & or Microstrategy
• Experience with Alteryx for data analysis and automation.
• Experience in insurance or financial services industry.
• Knowledge of data governance principles and best practices in reporting and analysis.