Lead Analyst, Financial Data Compliance
About The Position
ReSource Pro is seeking a Lead Analyst, Financial Data Compliance to serve as the senior subject matter expert for financial data call and bureau reporting, owning the accurate and timely completion of highly complex financial data submissions to NCCI and state insurance regulatory bodies on behalf of clients. This role leads the resolution of bureau edits and criticisms, trains and mentors reporting staff, and drives the process improvements that protect clients from regulatory fines. Work completed directly impacts trust and partnership with the client. This position is based in our Maitland, FL office, and candidates must reside within a commutable distance to support full-time on-site or hybrid work.
Requirements
- Bachelor's degree in Data Management, Finance, or a related field, plus 7+ years of experience in data management, reporting, and financial data call/bureau submission processes
- Direct hands-on experience completing NCCI and/or state financial data call templates and resolving bureau edits and criticisms
- Advanced Excel skills (complex formulas, pivot tables, XLOOKUP) and working knowledge of SQL queries and database management
- Proven ability to manage high-volume, high-complexity, deadline-driven work across multiple states and clients simultaneously
- Strong analytical and problem-solving skills, with the ability to identify root causes and drive resolution
- Demonstrated ability to train, mentor, and provide guidance to less experienced team members, with excellent organizational, time management, and communication skills, including direct communication with regulatory bodies
- Technological proficiency – able to learn, utilize, and navigate a variety of external and internal systems
Responsibilities
- Own end-to-end completion of complex financial data call templates and submit accurately and timely to NCCI and state insurance regulatory bodies
- Lead the resolution of bureau edits, criticisms, and rejections, partnering with Accounting and Technology teams to correct root causes
- Train and mentor Analyst-level staff on financial data call processes and bureau submission requirements
- Lead the design, maintenance, and improvement of complex databases and datafeeds supporting bureau reporting, and identify opportunities to automate recurring reporting tasks
- Build and maintain subject matter expertise on NCCI and state bureau requirements, representing ReSource Pro professionally with clients and regulators
Benefits
- 100% paid employee health insurance available on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote positions are Internet stipend-eligible
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Long Term and short-term disability employer-provided
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
