Reporting Analyst

Aston Carter•Neenah, WI

23h•$24 - $26•Hybrid

About The Position

The Reporting Analyst supports regulatory reporting, statistical data submissions, rating maintenance, and data management activities for insurance-related products. This role ensures that critical 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 highly analytical, organized, and technically savvy 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.
Hands-on experience extracting, validating, reconciling, and analyzing data from multiple systems and data sources.
Advanced proficiency in Microsoft Excel, including use of formulas, lookups, pivot tables, and data analysis functions.
Strong attention to detail with the ability to identify discrepancies and ensure data accuracy and completeness.
Excellent time management skills and the ability to manage multiple reporting deadlines simultaneously.
Strong problem-solving skills with a willingness to ask questions and seek clarification to gain a full understanding of requirements.
Ability to work independently with minimal supervision while maintaining high quality standards.
Experience with reporting and data-related activities in accounting, finance, or actuarial support environments.
Comfort working with large data sets and complex reporting requirements.
Effective communication skills to collaborate with cross-functional teams such as Finance, Actuarial, Product, Legal, IT, and Reporting.

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.
Experience with data extraction and reporting platforms.
Background in accounting, finance, actuarial, pricing, compliance, or audit-related functions.
Ability to contribute to the design and enhancement of reporting solutions and workflows.
Comfort collaborating with Finance, Tax, Reporting, and Actuarial stakeholders in a cross-functional environment.

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 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 in implementing required changes to reporting processes and data structures.
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 completeness, accuracy, and consistency of reported data.
Investigate discrepancies, resolve data issues, and recommend corrective actions to improve data quality and integrity.
Support internal reporting requirements while maintaining a high level of data integrity 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, including preparation of supporting materials.
Collaborate with Product and Pricing teams to prepare exhibits, filing support materials, and documentation for regulatory filings.
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 for audit readiness and ongoing compliance.
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, strengthen controls, and improve reporting accuracy.