Senior Reporting & Account Support Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Generate both recurring and on-demand financial and operational reports for forecasting, trend analysis, and results evaluation.

• Compile monthly and quarterly reports at the client and product level, encompassing premiums, losses, commissions, expense allocations, and profitability metrics.

• Assess operational variances and summarize the factors influencing year-to-date and projected results in comparison to previous forecasts and plans.

• Create, develop, and implement SQL queries and Power BI dashboards.

• Ensure the accuracy of data for trend analysis, forecasting, and performance evaluation.

• Identify inconsistencies, anomalies, and reporting errors while assisting in root cause analysis.

• Analyze direct and indirect expense allocations and suggest necessary adjustments.

• Review automation outputs for data quality and performance.

• Oversee the configuration of BOB IDs and client structures to ensure precise mapping.

• Assist in accounting processes related to vendor and client invoicing, payments, and structural maintenance.

• Contribute to client presentations and materials suitable for executive review.

• Act as a reporting liaison among Client Management, Operations Performance Management, Data Analytics, Accounting, and subject matter experts.

• Oversee reporting workstreams for the implementation of new clients and products.

• Define data requirements and coordinate input from vendors and internal teams.

• Manage ad-hoc data and reporting requests impacting operational and financial systems.

• Monitor client-facing reports against SLAs, escalating trends, risks, and anomalies to management.

• Establish and uphold standardized frameworks, methodologies, and metrics for client reporting.

• Guarantee data consistency, integrity, and documentation through audits and quality assessments.

• Identify inefficiencies, propose process enhancements, and evaluate their feasibility and impact.

• Collect business requirements and convert them into scalable reporting solutions.

⛳️ Requirements

• Bachelor's degree is preferred.

• A minimum of 2 years of experience in data analysis, financial analysis, reporting, or a similar analytical position.

• Proven experience in converting data insights into actionable business recommendations and client-ready reports.

• Practical experience in creating reports and dashboards with Power BI and querying data using SQL.

• Preferred experience with financial data, including forecasting, variance analysis, and profitability reporting.

• Proficient in advanced Excel functionalities.

• Strong expertise in Power BI.

• Familiarity with SQL.

• Excellent analytical and problem-solving abilities with advanced critical thinking skills.

• Experience with relational databases and reporting tools is essential.

• High attention to detail with a strong dedication to data accuracy and quality.

• Capability to independently manage multiple priorities, projects, and deadlines.

• Outstanding written, verbal, and presentation communication skills.

• Strong interpersonal abilities and skill in cross-functional collaboration.

• Competent in documentation, time management, and organizational tasks.

• Knowledge of best practices in requirements gathering and reporting.

• Excellent operational ownership and robust internal and external collaboration skills.

• Ability to effectively communicate to influence others without direct authority.

• Exceptional training and facilitation capabilities.

• Aptitude for enhancing engagement with internal stakeholders, processes, and systems.

• Employment is contingent upon successfully completing a required identity verification process, which may include biometric technology where legally permitted.

🏝️ Benefits

• Opportunities for salary advancement within the role.

• Access to U.S. benefit information via myassurantbenefits.com.

• Virtual interviews conducted through video conferencing.

• Protections under Equal Employment Opportunity guidelines.