Data & Reporting Analyst, Tableau, Alteryx

Responsibilities

• Supporting end user reporting requirements gathering and analysis in consultation with Business Analysts and end users.
• Administering weekly, monthly, quarterly and annual dashboards and reports.
• Identifying and supporting opportunities for automated workflows.
• Designing, developing, testing and validating new reports, dashboards and processes of simple complexity.
• Understanding and applying continuous improvement processes, policies, and procedures and internal control standards to ensure “One Source of Truth” reporting.
• Supporting the development and enhancement of reporting capabilities across our analytical and data management tool sets (e.g. Excel, SQL, Tableau, Power BI, Alteryx, etc.) through input and testing.
• Performing and documenting data analysis, data validation, and data mapping/design.
• Collecting, analyzing, mining and leveraging data stored in data warehouse universes and databases utilizing company supported tools (Alteryx, Tableau, Python, BI, etc.).
• Supporting the development of techniques and models to evaluate business results, risk exposure, and identify drivers of deviations from plan, including sales and agent practices, claims and persistency experience, processing methods, team production and utilization, staffing forecasts and/or operational expenses.
• Executing and maintaining forecasting models of simple complexity to project business needs and /or results.
• Executing and maintaining basic financial analyses including cost benefit analyses, cost estimates, and decision support analyses to provide business partners with financial impact information to make business decisions.
• Supporting business partners with various ad hoc analyses designed to improve efficiency and/or effectiveness of each department.

Requirements

• Bachelor’s degree in business, Economics, Mathematics, Statistics, or other quantitative discipline or equivalent to 8 years of relevant experience required.
• 1 year of data analysis experience in data analysis preferably in Insurance, Financial Services or Operations Consulting role required.
• Intermediate/advanced technical skills including Excel, Access, Power Point, Word, Business Objects, Tableau and Alteryx required.
• A strong verbal and written communicator, especially as it related to presenting fact-based analyses to business partners.

Hard Skills

• data analysis
• data validation
• data mapping
• financial analysis
• forecasting models
• automated workflows
• reporting capabilities
• continuous improvement
• business analysis
• cost benefit analysis

Soft Skills

• communication
• presentation skills
• collaboration
• analytical thinking
• problem-solving

Industry Keywords

• Insurance
• Financial Services
• Operations Consulting
• quantitative discipline
• business results
• risk exposure
• operational expenses
• ad hoc analyses
• efficiency improvement
• effectiveness improvement

Tools & Technologies

• Excel
• SQL
• Tableau
• Power BI
• Alteryx
• Access
• Business Objects
• data warehouse
• data management tools
• reporting dashboards