Business Reporting Analyst

AmeriLife

1d•$55,000 - $80,000

About The Position

Supports Saybrus Partners on business reporting, processing, and operational needs. Consolidates, analyzes, and communicates critical information to internal and external parties.

Requirements

College degree or related experience
Flexibility with work assignments; ability to multitask under significant time constraints
Must be extremely organized and have a keen attention to detail
Demonstrated ability to use reporting tools including Microsoft Excel formulas and Microsoft Access.
Team-oriented attitude
Proven ability to set and achieve goals
Relationship building and networking skills
Exercises critical thinking with the ability to identify and troubleshoot situations to ensure data is flowing through the system in a timely manner.
Ability to work independently in a fast-paced, multi-faceted environment while multi-tasking, and focusing on critical path deliverables.
Identify process improvements, opportunities to increase efficiency.

Nice To Haves

Knowledge of Salesforce/SmartOffice/Agency Integrator a plus

Responsibilities

Performs critical analysis and validation of data from multiple third-parties to prevent inaccurate daily and monthly reporting which could have financial impact on individuals and the firm overall.
Independently validates and monitors regular premium reporting by partner channels and wholesaler with policy related details and other data required to manage the business at all levels.
Responsible for ensuring accuracy of all business reports; accuracy and attention to detail is critical as these play a significant role in senior management strategic planning
High level comprehension of data being fed into Firm systems from multiple third-parties and can manipulate critical data to ensure it is fed correctly into Saybrus reporting systems.
Support Salesforce administrator, including advisor/agent data loads and maintenance, report building, and system build out for user roles and profiles
Independently and proactively offer solutions and resolve key business issues as related to business reporting
Support new account launch and implementation by gathering and defining business needs and data requirements
Accomplishes organization goals by accepting ownership for undertaking new and different requests; exploring opportunities to add value to job accomplishments.
Work on special projects as needed
Perform miscellaneous duties as required by management.