Primerica

Data Analyst 3

Primerica$95K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Data Analysis, Data Science, or related field preferred.
  • 3-5 years of relevant Data Analyst experience.
  • Proficient in SQL and database management software.
  • Advanced skills in MS Office, especially Excel (e.g., pivot tables, complex formulas).
  • Experience with Power BI and data modeling using R or Python.

Responsibilities

  • Lead data-related initiatives and requirements gathering meetings.
  • Develop analytical reports, dashboards, and visuals for diverse stakeholders.
  • Analyze data to identify trends and provide actionable insights.
  • Present findings and recommendations to department leadership for operational decisions.
  • Assist in the design and structure of data lakes and related tools.

Benefits

  • Day one health, dental, and vision insurance.
  • 401(k) Plan with competitive employer match.
  • Vacation, sick, holiday, and volunteer time off.
  • Life and disability insurance.
  • Professional development and tuition reimbursement.
Full Job Description
About this Position

The Data Analyst will be responsible for learning the business process and data related to transactions and key performance indicators, the development of compiling appropriate data to perform analysis and effective reports, visuals and dashboards. Identify and analyze data to determine trends, make meaningful observations and draw conclusions. Solve complex problems, research requests and derive solutions. Lead meetings to gather requirements and present findings and drive resolution. The Data Analyst will act as a resource for colleagues with less experience. Interface with multiple teams and departments across the organization and third parties.

Hybrid role
2 days on site, 3 days remote
Location: Duluth, GA

Salary range between $95K - $120K Annually

Responsibilities & Qualifications

Essential Job Duties and Responsibilities

Data Requests - Lead assigned data related initiatives: including requirements gathering meetings, analysis of requirements and present findings in a clear and concise manner.
  • Write advance queries (pulling from multiple tables, calculations, using sub queries, different systems, etc.) using SQL, MS Access, MS Excel, R, Python or other tools.
  • Research issues across multiple platforms to determine the root cause and identify solutions to overcome the issue.
  • Establish relationships and partner with others to deliver as needed.

Report Generation, Analysis & Data Modelling - Develop effective analytical reports, charts, presentations, dashboards and timelines. Reporting could be used across the company, third-parties, and with all levels of management.
  • Analyzing data to identify trends, business landscape, predictive analytics, and make meaningful and clear observations.
  • Develop complex Power Bi Visuals and dashboards for both ad hoc reporting and ongoing use by management and other departments.
  • Apply modeling software to create predictive analytics in support of department objectives.


Data Validation - Analyze and identify discrepancies within data sets/data lakes and identify solutions.
  • Ensure data qualify, accuracy and timely processing.
  • Maintain review and/or analyze data files, tables, and reports for inconsistencies.
  • Perform detailed analysis on results and effectively summarize findings.


Data Presentation - Present data and provide recommendations to department leadership for their use in making operational decisions, identifying process improvements, and developing policy development to support change initiatives.
  • Design, develop, and maintain statistical reports as needed on a daily, weekly, monthly, and ad hoc basis for all levels of management.
  • Formulate, develop and implement changes to improve process efficiencies, including using automation tools.


New Development Opportunities - Assist in the design, structure, data needs to build out data lakes and other data tools.
  • Utilize existing and new data in ways to better meet Home Office, the field and clients needs more effectively.
  • Assist in building POCs. This would include providing the logic and/or working with IT to build necessary APIs.
  • Assist in the design, structure, data needs to build out data lakes and other data tools
  • Mentor and guide other teammates by answering questions, offering guidance and direction, and training less experienced analysts.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
  • Performs other related duties as required.


Minimum Qualifications
  • Bachelor's degree or equivalent experience in Bachelor's degree in Business, Data Analysis, Data Science, or related field preferred or related field
  • 3-5 years Data Analyst experience preferred
  • Database Management Software (WinSQL, WebQMF, dbeaver, or equivalent)
  • MS Office (Word, Excel, Power Point, Access)
  • Confluence / SQL and Database experience
  • Power BI
  • Requires in-depth knowledge of data gathering techniques
  • Ability to combine data, perform complex analysis, and present findings in a logical, meaningful way.
  • Works independently, receives minimal guidance.
  • Advanced knowledge of more advanced Excel features, such as pivot tables and charts
  • Ability to construct complex formulas to present data
  • Self motivated, forward thinking, and comfortable working in a fast-paced environment
  • Able to work independently with minimal direction from management


Preferred Knowledge, Skills & Abilities
  • Data Modeling Software (R or Python)
  • Experience with Denodo and Impact+
  • Experience in the Financial Services industry
  • Extensive knowledge of the systems and processes of the department and business functions they support


Hybrid role
2 days on site, 3 days remote
Location: Duluth, GA


FLSA status:
This position is exempt (not eligible for overtime pay):
Yes

Our Benefits:
  • Day one health, dental, and vision insurance
  • 401(k) Plan with competitive employer match
  • Vacation, sick, holiday and volunteer time off
  • Life and disability insurance
  • Flexible Spending Account & Health Savings Account
  • Professional development
  • Tuition reimbursement
  • Company-sponsored social and philanthropy events


About Primerica

Primerica, Inc. is a financial services company that uses a multi-level marketing model to sell life insurance and investments. The company was founded in 1977 and is headquartered in Duluth, Georgia. Primerica is a member of the S&P MidCap 400 and has a market capitalization of over $5 billion. The company has over 130,000 licensed representatives who serve over 5 million clients in the United States, Canada, and Puerto Rico. Primerica is committed to helping families become financially independent and offers a range of products and services to help them achieve their goals.
Learn more about Primerica
Size
2,891 employees
Market Cap
$5.1 billion
Industry
Net Income
$386.1 million
Founded
1977
5 Year Trend
+12.2%
Revenue
$2.2 billion
NASDAQ

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