Reporting Analyst
2 weeks ago
Summary
- The Sales Reporting Analyst will be responsible for gathering, analyzing, and publishing standard and ad hoc reports for Senior Leadership.
- In this role, the Analyst will work with various areas within organization to accurately report current data and forecast for upcoming year.
- The candidate should be self-motivated, flexible, have strong problem-solving and time management skills, and able to work individually as well as in a team environment.
- The individual should have strong Microsoft Excel skills and experience with Power BI and SQL.
Duties include, but are not limited to:
- Create and publish reports in Power BI, Excel, PowerPoint, and PDF
- Gather and synthesize information to provide explanations for variances in data, such as membership changes
- Collaborate with senior management and prepare accurate membership forecast for multiple lines of business
- Prepare presentations for senior management
- Ensure data received from various sources, such as Informatics, Actuarial and Finance is accurate
- Create/run SQL reports in data warehouse
- Manage reporting needs based on reporting requests and workload
- Performs other duties as assigned
Requirements
- Bachelor degree in Business, Accounting, Finance or related field preferred plus a minimum 1-3 years of relevant experience
- Microsoft Excel and Access experience (intermediate to advanced user) highly preferred
- Power BI experience highly preferred
- SQL experience, including writing new queries, and using existing queries, highly preferred
- Customer Relationship Management (CRM) tool experience preferred, but not required
- Demonstrated ability to prepare reports, presentations and executive summaries for senior management meetings
- Proven statistical and analytical experience in corporate environment
- Strong written and verbal communication skills required, to include the ability to communicate with all levels of management
- Ability to build relationships across all management levels as well as internal and external constituents
- Strong work ethic and ability to work independently with little supervision required
- Strong use of judgment and ability to work in ambiguous situations with little direction
- Takes initiative to solve issues with minimal guidance
- Ability to collaborate and influence a process
- Ability to work under tight deadlines required
Skill/Experience/Education
- Mandatory - Excel
- Desired - Preferred but not required: SQL, Tableau, Power BI
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