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Reporting Analyst

1 month ago

Philadelphia, United States IntePros Full time

Job title: Sales Reporting Analyst

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

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