● Build, maintain, and improve dashboards and reports using BI Tools.
● Create recurring operational, claims, finance, sales, and policy reporting.
● Analyze business data and provide insights to support operational and strategic decision-making. ● Leverage AI tools to improve reporting efficiency, documentation quality, data analysis, and business insights.
● Continuously identify opportunities to automate repetitive reporting and analytical tasks using AI-assisted workflows.
● Pull, validate, and analyze data to answer stakeholder questions and support prioritization decisions.
● Investigate data discrepancies, anomalies, and data quality issues.
● Monitor key business metrics and identify unusual trends or reporting concerns. ● Gather reporting requirements from business stakeholders and translate them into practical reporting solutions.
● Develop and maintain queries, datasets, and reporting models.
● Support data validation and reconciliation activities across reporting outputs. ● Maintain analytics documentation, report definitions, and reporting SOPs.
● Assist with user acceptance testing and validation of reporting changes.
● Support reporting and analytics improvements within Vertafore SIG and other business systems. ● Assist with before-and-after analysis for business initiatives, process improvements, and operational changes.
Experience
● 5+ years of experience in a Data Analyst, Reporting Analyst, or Business Intelligence Analyst role.
● Proven experience developing and maintaining dashboards and reports. ● Experience working with business stakeholders to gather reporting requirements. ● Experience analyzing operational or financial business data.
Technical Skills
● Strong Excel and Google Sheets skills.
● Intermediate SQL skills for querying, validating, and analyzing data.
● Experience working with structured datasets and reporting models.
● Strong understanding of data validation and reporting accuracy.
