Innovation Data & Reporting Analyst (HYBRID)

Equitable • Syracuse, NY

4h • $65,000 - $85,000 • Hybrid

About The Position

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

We are hiring an experienced Innovation Data & Reporting Analyst in our Innovation & Design Office (IDO). The mission of our IDO team is to accelerate the enterprise by transforming how we think, work, and lead. As a key contributor, you will deliver accurate, actionable insights that empower leaders to make data‑driven decisions and elevate organizational performance. In this role, you’ll partner with senior stakeholders to design data‑driven solutions that support learning, talent, innovation, and process improvement aligned with our New Ways of Working (NWOW).

Requirements

• Bachelor’s degree (BA/BS) required; advanced study or certification in data science, engineering, analytics, or related fields preferred.
• 3+ years of experience in financial services and working with complex, data‑rich environments preferred.
• 2+ years of experience in an NWOW‑type culture (Agile, Design Thinking, OKRs, Adaptive Leadership, process re‑engineering).
• Proven experience analyzing people, culture, performance, and financial data, and developing sophisticated data visualizations.
• Proficiency with analytical and visualization tools such as R, Python, Power BI, Tableau, and employee experience platforms like Perceptyx.
• Strong strategic problem‑solving skills and the ability to translate insights into clear, actionable recommendations.
• Excellent written and verbal communication, including the ability to convey complex topics succinctly and present to senior leaders.
• Strong interpersonal skills, maturity, sound judgment, and the ability to work effectively across all levels of the organization.
• Highly reliable, self‑motivated, and adept at prioritizing in a results‑oriented environment.

Responsibilities

• Uncover meaningful insights from complex, disparate data sources, identifying patterns and predictive trends that inform decisions.
• Lead structured problem‑solving by organizing, analyzing, and interpreting data to diagnose true root causes.
• Rapidly learn new domains and apply industry research, benchmarks, and trends to bring forward‑looking thought leadership.
• Blend analytical rigor with creative thinking to design innovative, data‑driven solutions.
• Own workstreams end-to-end—building datasets, conducting analysis, and delivering insights that drive measurable results.
• Navigate ambiguity with confidence, exercising sound judgment on when to lead independently or seek alignment.
• Champion automation and process excellence to streamline workflows and enhance efficiency.
• Collaborate as a strong team player, stepping in wherever needed and engaging stakeholders with empathy and active listening.
• Communicate clearly and persuasively translating complex ideas into simple, actionable recommendations and delivering executive‑ready presentations.
• Facilitate alignment, co‑create solutions, and influence without authority through credibility, partnership, and strong stakeholder relationships.
• Provide reliable data on organizational health and effectiveness measures, including but not limited to culture, retention, wellness, productivity, leadership, and talent.
• Develop and utilize reporting tools to visualize data in Power BI, Tableau, Excel or equivalent platforms, ensuring fluency in chart creation and communication of critical insights.
• Conduct analysis and generate reports on organizational health, talent development, and overall effectiveness. Develop robust, data-driven metrics to evaluate success in talent development and enterprise initiatives.
• Administer strategic surveys in partnership with survey design teams and stakeholders, ensuring accurate setup, data integrity, verification, and smooth end-to-end execution.
• Communicate complex data concepts effectively to non-technical audiences at all levels through storytelling and easy to read reports.
• Offer insights and pushback when necessary, advising on strategic decisions with fact based statistical considerations contributing to organizational culture, psychology and behavior initiatives.
• Establish a strong partnership with data stakeholders to effectively manage projects, address data requests, and explore enhancement opportunities. Ensure the maintenance of a robust and accurate data foundation to support analytics and reporting.
• Explore and integrate NLP and Gen AI technologies to enhance data analysis and reporting capabilities.
• Think, work and lead within our NWOW practices (Agile work management, Design Thinking problem solving, OKR goal setting, Adaptive Leadership, Process reengineering).

Benefits

• Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities.
• Eligibility for these programs depends on level and functional area of responsibility.
• For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level