Business Intelligence Analyst

Sammons Financial Group•Chicago, IL

18d

About The Position

This role involves analyzing, reporting, monitoring, and ensuring the accuracy of statistical data, reporting outputs, and business insights for company and agent production related to sales campaigns, rewards programs, and other company ventures. The Business Intelligence Analyst will partner with key business leaders and subject matter experts (SMEs) to design and implement scorecards, metrics, and reporting solutions. The goal is to enable active management of the business based on a single source of truth and support data-informed decision-making. The analyst will also identify opportunities, make recommendations, and implement changes to improve reporting, data analysis, and overall reporting effectiveness.

Requirements

College Degree preferably in a business-related major, or equivalent work experience Required
Advanced SQL skills Required
Proven ability to independently analyze statistical data and recognize consistent business trends
Skilled in the area of research and problem solving; possess the ability to research and communicate findings
Excellent working knowledge of Microsoft Access and Microsoft Excel, including preparing and using pivot tables, slicers, charts, and graphs
Attention to detail and highly organized, while handling multiple projects at one time
Excellent written and oral communication skills needed when dealing professionally with agents, RSDs, and company officers
Ability to establish and articulate a vision, set goals, develop and execute strategies, and track/measure results
Must exhibit a high degree of decision-making ability, use tact, and exercise good judgment
Demonstrated persistence with a positive, results-driven, and creative attitude
Criminal background check required.

Nice To Haves

Experience with analytics platforms (e.g. Snowflake, Tableau CRM, Power BI) Preferred

Responsibilities

Interact frequently with division leaders and departmental SMEs to identify opportunities for reporting enhancements and data analysis, design reports or provide report specifications to other areas as appropriate, and deliver analytical solutions for strategic use.
Support data-informed business decision-making by translating complex data into clear insights, reporting outputs, and actionable recommendations.
Maintain integrity, accuracy, consistency, and continuity between business intelligence reporting systems and data; understand data sources to determine how and where data can be collected; investigate available data; identify, recommend, and build sources to solve business needs (create efficiencies and opportunities).
Collaborate with SMEs and IT teams to maintain clear metric definitions, business context, and report documentation that improve self-service reporting and help ensure consistent answers across dashboards and AI-enabled analytical experiences.
Effectively translate and communicate analysis results, insights, and recommendations through clear narratives, data visualizations, and decision-ready reporting tailored to the audience; present findings through dashboards, presentations, collaboration tools, and verbal communication to support understanding, retention, and action.
Monitor recurring reports and underlying data for quality, reconciliation, and unusual pattern or volume changes; support root cause analysis and corrective action to maintain trusted reporting outputs and a single source of truth.
Perform data abstraction, cleansing, validation, modeling, interpretation, and reporting.
Gain and maintain knowledge on how the business intelligence and reporting responsibilities relate to other key departmental and executive office functions.
Integrate information from a variety of sources; detect trends, associations, and cause-and-effect relationships.
Assist with cross-training objectives; keep all procedures current and well documented.
Maintain positive relationships and act as an analytics and reporting liaison with departments such as Contracting, Commissions, New Business, and Policy Change to ensure the data received is correct and there is open communication of processes; develop an understanding of the various business processes.
Own ongoing trust monitoring for AI-assisted reporting outputs by performing reconciliations, validating exceptions, escalating issues, and documenting feedback needed to improve metric definitions, reporting logic, and report reliability.
Demonstrate a strong understanding of the company core values and SLS concepts on a regular basis.
Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management.
Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
Participate in other initiatives and/or projects as necessary.

Benefits

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
100% company-funded Employee Stock Ownership Plan (ESOP)
Automatic enrollment in our 401(k).
Friday afternoons off year-round
Generous paid time off
Paid holidays
Paid development time
Tuition reimbursement
Professional development opportunities across industry, individual, and leadership programs.
Volunteer time off
Company nonprofit matching gift program