Reporting Analyst

Aston Carter•Neenah, WI

1d•$26 - $29•Hybrid

About The Position

The Product Reporting Analyst supports regulatory reporting, statistical data submissions, rating maintenance, and data management activities for insurance-related products. This role ensures that all required reporting is completed accurately, completely, and on time across multiple jurisdictions, while supporting regulatory compliance. The analyst works closely with Finance, Actuarial, Product, Legal, IT, and Reporting teams to manage reporting requirements, maintain rating structures, and identify opportunities for process improvement and automation. The position is ideal for a detail-oriented, highly analytical professional with strong data validation and reporting skills.

Requirements

At least 3 years of experience in data reporting, financial reporting, regulatory reporting, analytics, insurance operations, accounting, finance, actuarial support, or a similar analytical role.
Proven experience extracting, validating, reconciling, and analyzing data from multiple sources and systems.
Advanced proficiency in Microsoft Excel, including formulas, lookups, pivot tables, and data analysis functions.
Strong attention to detail with the ability to identify discrepancies and ensure a high level of data accuracy.
Excellent time management skills with the ability to manage multiple reporting deadlines simultaneously.
Strong problem-solving skills and a willingness to ask questions to gain understanding and resolve issues.
Ability to work independently with minimal supervision while meeting quality and timeliness expectations.
Ability to collaborate effectively with Finance, Actuarial, Product, Legal, IT, Reporting, Tax, and other stakeholders.
Solid understanding of reporting and data management practices in a regulated environment.

Nice To Haves

Experience working in insurance, financial services, actuarial, tax, compliance, or regulatory reporting environments.
Familiarity with reporting and business intelligence tools such as Power BI.
Experience working with data warehouses and enterprise business systems.
Knowledge of rating structures, insurance filings, or statistical reporting processes.
Exposure to process improvement or automation initiatives focused on reporting and data workflows.
Background in accounting, finance, actuarial support, pricing, compliance, or audit-related activities.
Experience with data extraction and reporting platforms and data warehouse reporting tools.
Comfort working with enterprise business systems to support reporting and data analysis.

Responsibilities

Prepare, validate, and submit required statistical reports to regulatory agencies and industry reporting organizations.
Manage quarterly, annual, and ad hoc data submissions, ensuring compliance with all reporting requirements and deadlines.
Coordinate with business partners and technical teams to gather, extract, validate, and reconcile data from multiple systems.
Maintain supporting documentation, audit trails, and reporting records to meet compliance and regulatory standards.
Monitor regulatory and reporting updates and assist with implementing required changes to reporting processes and content.
Extract and analyze data from various systems, databases, and reporting tools to support internal and external reporting needs.
Perform data reconciliation and quality assurance reviews to ensure data completeness, accuracy, and consistency.
Investigate discrepancies, resolve data issues, and recommend corrective actions to improve data integrity.
Support internal reporting requirements while maintaining a high level of data quality and control.
Assist with the implementation and maintenance of rating tables, setup tables, and rating algorithms for insurance products.
Support the development and documentation of rate and rule changes, ensuring appropriate controls and approvals.
Collaborate with Product and Pricing teams to prepare exhibits, filing support materials, and documentation for regulatory submissions.
Maintain appropriate controls, approvals, and audit documentation for system updates and rating changes.
Assist with regulatory examinations, audits, and information requests from state agencies and other governing organizations.
Work closely with Legal, Finance, and business stakeholders to compile and provide requested documentation for audits and examinations.
Support policy assessment, surcharge reporting, and related compliance activities.
Organize and maintain records necessary to ensure ongoing audit readiness.
Identify opportunities to streamline reporting processes and improve efficiency through automation and enhanced reporting solutions.
Assist in improving data workflows and reporting capabilities across the organization.
Recommend enhancements that reduce manual effort and improve reporting accuracy and timeliness.