About The Position

The Sr. Business Intelligence & Insights Analyst delivers crucial information through quantitative and qualitative analysis, reporting, and data visualization for all departments in Distribution. The Sr. Analyst partners with key stakeholders to develop access to data and then analyze and assist in providing key insights on business performance.

Requirements

  • Strong understanding of Distribution’s organization, structure, and products or has the ability to gain the necessary knowledge within six months of hire.
  • Excellent verbal and written communication skills with the ability to effectively communicate and consult with individuals at all levels within the organization.
  • Ability to analyze, interpret, and present complex concepts to all members of the organization.
  • Exceptional Microsoft Office and Excel skills.
  • Advanced knowledge of Power BI, Tableau, SQL, and other relevant systems and code.
  • Ability to adhere to enterprise data governance standards and work with confidential information.
  • Ability to prioritize projects, handle multiple tasks, meet deadlines, and work under pressure
  • Must be detail-oriented and well-organized with the ability to work independently and in a team environment.
  • Strong problem-solving skills with the ability to deliver solutions derived from data analysis.
  • Highly proficient in the creation of spreadsheets and data visualizations for modeling and trend analysis.
  • Ability to mentor and train less experienced analysts.
  • Bachelor's Degree or equivalent experience required.
  • 3+ years of data analytics, business intelligence, or equivalent experience required.
  • Experience with Tableau, Power BI, and similar tools required.

Nice To Haves

  • Broad knowledge of annuity products preferred.
  • Financial services and/or insurance industry experience preferred.
  • Master's Degree preferred.

Responsibilities

  • Consults with Distribution stakeholders to understand complex business problems and identify opportunities to recommend best practices, process improvements, and new solutions based on findings.
  • Analyzes complex and disparate data sources and extract trends and translate them into actionable insights, solutions, and reports.
  • Manages projects from beginning-to-end; gathering requirements, cleaning data, designing, and deploying visualization solutions.
  • Locates and unifies data from disparate sources; manipulates, cleans, and prepares data for analysis utilizing advanced analytics tactics and tools, including Microsoft Excel, SQL, and data visualization tools (Tableau, Power BI, etc.).
  • Applies critical thinking and understands strategic and tactical frameworks within the Jackson organization.
  • Employs data storytelling techniques to holistically describe sales and marketing performance and provide strategic recommendations for continued growth and improvement.
  • Participates actively in internal/client meetings, confidently offering ideas and suggestions supported by data and analytical findings.
  • Facilitates and leads discussions to drive and deliver results as appropriate.
  • Owns major deliverables, ensuring analysis and reporting is high quality and provides business value.
  • Recommends and implements new procedures/controls to ensure accuracy, efficiency, and improved process management.
  • Builds and maintains relationships with internal and externals contacts.
  • Serves as a mentor to Business Intelligence & Insights Analysts; teaching them best practices and reviewing their analyses and projects as appropriate.
  • Performs other duties and/or projects as assigned.

Benefits

  • Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program.
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