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    Reporting Analyst - Philadelphia, United States - A2C

    A2C
    A2C Philadelphia, United States

    3 weeks ago

    Default job background
    Insurance
    Description

    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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