This role is responsible for delivering high-quality financial and operational reporting, advanced data analysis, and insights for Financial Services (FS) clients. This role partners closely with Client Management, Operations, Accounting, Data Analytics, FP&A and senior leadership to support strategic decision-making, client performance management, and implementation of new client and product reporting.
The position plays a critical role in standardizing reporting methodologies, ensuring data integrity, analyzing financial and operational performance, and supporting large growth clients through forecasting, variance analysis, and profitability reporting. The analyst also leads the reporting workstream for client implementations and supports AI, automation, and continuous improvement initiatives.
What will be my duties and responsibilities in this job?
Client Partnership & Implementation Support
- Develop, maintain, and deliver recurring and ad-hoc financial and operational reports for forecasting, trending, and results analysis.
- Prepare monthly and quarterly client and product-level reporting, including premium, losses, commissions, expense allocations, and overall profitability.
- Analyze financial operating variances and summarize key drivers of YTD and forecasted results versus prior forecast and plan.
- Design, develop, and execute data queries and dashboards (primarily using SQL and Power BI), validating data accuracy for trending, forecasting, and performance analysis.
- Identify data discrepancies, anomalies, and reporting errors; support root cause analysis related to system, financial, or customer experience issues.
- Assist in the evaluation of direct and indirect expense allocations, securing justification and recommending adjustments to ensure alignment with product and client needs.
- Review and analyze data outputs from automation initiatives to assess performance and data quality. Coordinate setup of new BOB IDs and client structures to ensure accurate mapping of premiums, losses, and commissions.
- Support accounting processes related to vendor and client billing, payments, and structure maintenance requests for new or repointed products.
- Contribute to client presentations and executive-ready materials, translating complex financial and operational data into clear, actionable insights.
Data Acquisition & Reporting
- Serve as the reporting liaison between Client Management, Operations Performance Management (OPM), Data Analytics, Accounting, and other SMEs.
- Manage the reporting workstream for new client and product implementations, including defining data requirements and coordinating inputs from third-party vendors and internal teams.
- Act as controller for ad-hoc data and reporting requests impacting operational and financial systems.
- Proactively review daily, weekly, and monthly client-facing reporting to monitor performance against SLAs, identify trends, risks, and anomalies, and escalate insights to leadership.
Process Improvement & Data Governance
- Create and maintain standardized frameworks for client reporting requirements, methodologies, and metrics across FS.
- Ensure data consistency, integrity, and documentation through post-implementation audits and ongoing quality reviews.
- Apply process improvement principles to identify inefficiencies, recommend solutions, and assess feasibility and impact.
- Gather business requirements from stakeholders and translate them into scalable, high-quality reporting solutions.
What are the requirements needed for this position?
- Bachelor’s degree preferred
- 2+ years of experience in data analysis, financial analysis, reporting, or a related analytical role.
- Experience translating data insights into business recommendations and client-ready reporting.
- Hands-on experience developing reports and dashboards using Power BI and querying data using SQL.
- Experience working with financial data, including forecasting, variance analysis, and profitability reporting, preferred.
- Advanced Excel skills; strong proficiency in Power BI; working knowledge of SQL.
- Strong analytical and problem-solving skills with advanced critical thinking capabilities.
- Experience working with relational databases and reporting tools.
- Strong attention to detail and commitment to data accuracy and quality
- Ability to manage multiple priorities, projects, and deadlines independently.
- Excellent written, verbal, and presentation skills with the ability to communicate complex information clearly to diverse audiences.
- Strong interpersonal skills and ability to collaborate cross-functionally.
- Solid documentation, time management, and organizational skills.
- Knowledge of requirements gathering and reporting best practices.
- Demonstrate excellent operational ownership, e.g.
- Strong internal and external collaboration
- Effective communication to influence without authority
- Exceptional training and facilitation skills
- Support to strengthen strong engagement of internal stakeholders, processes and systems
Pay Range:
$74,600.00 - $124,700.00
Any posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
If there is no posting end date listed then this is a pipeline requisition, and we will continue to collect applications on an ongoing basis.
