Director, Business Analytics

Relation Insurance Services

1d • $93,000 - $171,000

About The Position

The Director, Business Analytics leads complex financial, sales, and business performance analyses to support strategic decision-making, growth initiatives, and organizational performance. The role partners with business leaders and cross-functional teams to evaluate producer opportunities, measure business-line performance, identify trends and opportunities, and translate complex data into clear, actionable recommendations.

The Director develops financial and predictive models, scalable analytical tools, executive reporting, and performance measurement frameworks to improve the consistency, speed, and quality of business decisions. This individual serves as a trusted analytical partner to leadership and works closely with Sales, Finance, Human Resources, Legal, Technology, Data, and other business functions to strengthen organizational analytics, reporting standards, and data-driven decision-making.

The role also leads or contributes to strategic initiatives and special projects requiring complex financial, business, or quantitative analysis, and performs other projects, duties, and tasks as assigned. Travel may be required based on business need.

Requirements

• High school diploma or equivalent required.
• Minimum 7 years of progressive experience in business analytics, financial analysis, sales analytics, strategic finance, business intelligence, data analytics, or a related field.
• Demonstrated experience developing complex financial models, forecasts, scenario analyses, or other decision-support models.
• Advanced analytical and quantitative skills, including the ability to evaluate large or complex datasets, identify meaningful trends, and translate findings into practical recommendations.
• Experience developing and evaluating business performance measures, KPIs, dashboards, scorecards, and executive-level reporting.
• Experience applying statistical, predictive, segmentation, forecasting, or other advanced analytical techniques to business problems.
• Strong business and financial acumen, including the ability to evaluate revenue, growth, productivity, profitability, investment, and other key business drivers.
• Advanced proficiency with Microsoft Excel and experience with business intelligence, visualization, financial modeling, statistical, or analytical tools.
• Ability to partner effectively with senior leaders and cross-functional stakeholders and influence decisions through analysis and business judgment.
• Excellent written, verbal, and presentation skills, including the ability to explain complex analytical concepts and provide clear recommendations to varied audiences.
• Ability to manage multiple complex priorities and analytical projects in a fast-paced environment with a high degree of autonomy.
• High level of proficiency in Microsoft Office and related business technology platforms.
• Computer literacy and ability to learn and effectively apply new software applications, automation solutions, and proprietary AI tools.
• Willingness to adhere to confidentiality principles and responsibly handle employee, financial, client, and business information.
• Ability to travel based on business need.

Nice To Haves

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Statistics, Mathematics, Business Administration, or a related field preferred.

Responsibilities

• Develop sophisticated financial models and scenario analyses to evaluate prospective producer opportunities, including compensation structures, expected production, ramp periods, retention assumptions, acquisition costs, profitability, and other relevant considerations.
• Create repeatable modeling tools, methodologies, templates, and decision frameworks for evaluating producer recruiting and other growth opportunities.
• Partner with Sales leadership, Human Resources, Finance, Legal, and other stakeholders to validate assumptions, assess risks and opportunities, and support producer offers and related decisions.
• Partner with ancillary line and business leaders to establish and evaluate KPIs for revenue, organic growth, retention, pipeline, cross-sell activity, producer productivity, client mix, profitability, and operational performance.
• Develop, maintain, and enhance executive dashboards, recurring scorecards, forecasts, and performance reporting.
• Analyze financial, sales, workforce, client, and operational data to identify performance drivers, trends, opportunities, and issues requiring management attention.
• Apply statistical analysis, predictive modeling, segmentation, trend analysis, and other advanced analytical techniques to assess business outcomes.
• Develop and evaluate forecasting models, propensity models, productivity benchmarks, compensation analyses, workforce analyses, and other analytical solutions.
• Translate analytical findings into concise, decision-ready recommendations, presentations, and narratives for business-line leaders and senior management.
• Use data visualization and storytelling to communicate financial and analytical concepts to technical and non-technical audiences.
• Respond to strategic and ad hoc analytical needs by defining business questions, selecting data and methodologies, conducting analyses, evaluating alternatives, and presenting recommendations.
• Establish and promote common data definitions, analytical methodologies, reporting standards, documentation, and controls.
• Develop scalable datasets, analytical tools, automated reporting processes, and data quality controls.
• Partner with Technology, Data, Finance, and other stakeholders to improve data availability, quality, governance, integration, and analytical capabilities.
• Identify opportunities to streamline manual processes and expand automation, analytics, and self-service reporting.
• Use technology, automation, and proprietary AI tools to improve analysis, productivity, reporting, and decision support while promoting appropriate governance and responsible use.
• Monitor emerging analytics technologies, methodologies, business trends, and industry practices, and identify opportunities to strengthen analytical capabilities and business performance.
• Lead or contribute to strategic initiatives and special projects requiring complex financial, business, or quantitative analysis.
• Perform other projects, duties, and tasks as assigned.

Benefits

• Competitive pay.
• Family health and wellness programs.
• 401K.
• Employee assistance programs.
• Paid time off.
• Paid holidays.
• Career advancement and development opportunities.
• Potential eligibility for a discretionary annual incentive program, subject to its governing rules and applicable factors.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: High school or GED