Sales Reporting Analyst

Medical Mutual•Cleveland, OH

2d•Hybrid

About The Position

Medical Mutual is hiring a Sales Reporting Analyst to contribute to the design and development of sales reporting for sales leadership and executive management. The reporting helps leaders monitor performance, understand the current state of the business, and assess sales results. This is a hybrid role requiring three days per week on-site at the Brooklyn, Ohio office. The role may be hired at Analyst I, Analyst II, or Senior Sales Reporting Analyst level, with responsibilities and qualifications varying by level. Analysts support or lead the creation and maintenance of dashboards and reports, data extraction and quality checks, monthly and ad hoc reporting, and collaboration with sales teams to deliver useful reporting solutions. The senior-level role also uses advanced analytics, establishes and monitors KPIs, develops data models, and provides leadership and mentorship to other sales reporting analysts. Medical Mutual describes itself as a mutual company owned by its policyholders. Founded in 1934, it provides health, life, disability, dental, vision, and indemnity plans, including group, Medicare, and individual coverage. The company maintains a drug-free workplace and conducts pre-employment substance abuse and nicotine testing.

Requirements

For Analyst I: Bachelor's degree in Business Analytics, Computer Science, Information Systems, or a related field.
For Analyst I: 0–1 year of experience in healthcare or financial services industry reporting sales, financial, or similar data.
For Analyst I: Basic knowledge of business intelligence tools such as Tableau, Power BI, or Qlik, and Microsoft products.
For Analyst I: Basic knowledge of data visualization tools, design principles, and visual storytelling.
For Analyst I: Strong attention to detail and organizational skills.
For Analyst II: Bachelor's degree in Business Analytics, Computer Science, Information Systems, or a related field.
For Analyst II: 3 years of progressive experience in business intelligence, data analytics, or a related field.
For Analyst II: Intermediate knowledge of business intelligence tools such as Tableau, Power BI, or Qlik, and Microsoft products.
For Analyst II: Proficiency in business intelligence tools, data visualization, and data warehousing concepts.
For Analyst II: Strong command of data analytics, reporting, and data integration technologies.
For Senior Analyst: Bachelor's degree in Business Analytics, Computer Science, Information Systems, or a related field.
For Senior Analyst: 5 years of progressive experience in business intelligence, data analytics, or a related field.
For Senior Analyst: Demonstrated experience leading successful projects.
For Senior Analyst: Sales reporting experience.
For Senior Analyst: Advanced knowledge of business intelligence tools such as Tableau, Power BI, or Qlik; data visualization; data warehousing concepts; analytic programming languages such as SQL or SAS; and Microsoft products, including Azure.
For Senior Analyst: Demonstrated success designing reports and conducting analysis to identify trends and actionable opportunities.
For Senior Analyst: Planning, organizational, and problem-solving skills, including the ability to prioritize and organize varied tasks across teams.

Nice To Haves

For Analyst II and Senior Analyst: Master's degree preferred.
For Analyst II and Senior Analyst: Insurance industry experience preferred.

Responsibilities

Assist in designing and building interactive dashboards and reports in Power BI or other reporting tools for sales leadership and executive management (Analyst I).
Design and build basic interactive dashboards and reports in Power BI or other reporting tools (Analyst II).
Design, build, and maintain complex interactive dashboards and reports that provide clear and actionable insights (Senior Analyst).
Maintain data integrity and perform data quality checks to support accurate reporting.
Prepare monthly reports and review completed reports for reasonableness and accuracy.
Extract and report data from various sources to support sales division needs.
Write basic or more advanced queries to obtain data for reporting and ad hoc requests, depending on level.
Collaborate with sales teams to understand data and reporting needs and contribute to relevant reporting solutions.
Document reporting processes, methodologies, and data sources.
Continuously improve reporting processes and tools to increase efficiency and effectiveness (Analyst II).
Use advanced analytics to extract insights from complex datasets and inform strategic decision-making (Senior Analyst).
Establish and monitor KPIs to track sales performance and identify areas for improvement (Senior Analyst).
Create data models to support reporting and analytics while maintaining data integrity and accuracy (Senior Analyst).
Stay current with business intelligence, reporting, and data analytics practices and trends (Senior Analyst).
Generate regular and ad hoc reports, dashboards, and presentations for senior management (Senior Analyst).
Provide leadership and mentorship to sales reporting analysts (Senior Analyst).
Learn and use business intelligence tools and technologies, and participate in team meetings and training to enhance technical skills (Analyst I).
Perform other duties as assigned.

Benefits

Employee bonus program.
401(k) with company match up to 4% and an additional company contribution.
Health Savings Account with a company matching contribution.
Medical, dental, vision, life, and disability insurance.
Employee Assistance Program with counseling, coaching, self-help resources, and work/life benefits assistance.
Company holidays and up to 16 PTO days during the first year, with options to carry over unused PTO.
Parental leave for eligible employees after 120 days of service, including maternity, paternity, or adoption leave.
Career development programs and classes.
Mentoring and coaching.
Tuition reimbursement up to $5,250 per year.
On-site fitness centers at many locations or gym membership reimbursement where a company facility is unavailable.
On-site cafeteria serving hot breakfast and lunch at the Brooklyn headquarters.
Discounts at local businesses and other locations.
Opportunity to earn cash rewards for shopping with Medical Mutual customers.
Business casual attire, including jeans.
Equipment provided for the role, including a laptop, monitors, keyboard, mouse, and headset.
Business Resource Groups and a diverse, inclusive, and welcoming culture.