Systems & Data Anlayst

The Hausmann Group•Madison, WI

10h•Onsite

About The Position

The Systems & Data Analyst strengthens Hausmann Group’s operations by improving data integrity, optimizing systems, and delivering meaningful insights to support decision-making across the agency. This role will steward data accuracy within the Agency Management System, build and maintain dashboards, support financial analysis, and partner with Accounting, Client Service, Sales, and Leadership to drive operational clarity. The Analyst serves as a bridge between daily database activity and long-term strategic improvement, ensuring Hausmann Group has reliable data, reporting infrastructure, and the system discipline needed to leverage technologies such as AI automation and machine learning. This is both a technical and collaborative role, combining analytical execution with process improvement, system stewardship and cross-departmental partnership.

Requirements

You represent Hausmann and undoubtedly live by our core values. Meaning you are a kind and empathetic colleague that values a welcoming office environment for all, and you promote a culture of continuous improvement and innovation throughout the agency.
Bachelor’s degree in Finance, Information Systems, Data Science / Analytics, or related field preferred.
3+ years of experience in data analytics, financial systems or business intelligence.
Experience working with complex data and systems.
Proficiency in Power BI, advanced Excel, and data visualization best practices.
Experience with data lake technologies (e.g., Azure Data Lake, AWS S3, Google Cloud Storage)
Experience supporting process improvement, system integration, or workflow redesign.
Demonstrated ability to translate technical concepts into practical tools and insights for non-technical users.
Able to work in a stationary position 90% of the time.
Constantly able to operate a computer and other office productivity machinery 90% of the time.
Constantly able to observe details, including letters, numbers and colors, at close range.
Able to move or transport objects weighing up to 10lbs. Frequency and duration will vary.
A valid driver’s license and reliable transportation are required.

Nice To Haves

Insurance agency, Insurance carrier and/or Applied Epic experience preferred but not required.
Familiarity with automation platforms, AI tools, or machine learning concepts a plus.

Responsibilities

Demonstrates analytical rigor by producing accurate, timely financial and operational insights that inform decision-making and strategic initiatives.
Applies advanced data visualization and interpretation skills to create dashboards and reports that translate complex data into actionable insights.
Accurately and efficiently uses and updates our internal databases.
Provides governance and oversight of the Agency Management System and related platforms to ensure data integrity, scalability, and reporting accuracy.
Applies technical expertise to develop scalable queries and integrations while partnering with IT and vendors to optimize functionality and prepare for automation and AI readiness.
Identifies opportunities to streamline and automate workflows using structured process-improvement principles.
Demonstrates a continuous-improvement mindset by reducing manual effort, eliminating recurring errors, and supporting adoption of new tools and processes.
Develop and implement new ideas, processes, and technologies to enhance efficiency, productivity, and effectiveness within the Agency.
Applies strong business judgment to evaluate technology investments, system enhancements, and process changes.
Aligns analytical work with strategic priorities by assessing ROI and understanding how workflows impact broader agency operations.
Be respectful of diverse thoughts, views, and approaches.
Communicates clearly and effectively across Accounting, Service, Sales, and Leadership to build alignment and trust.
Partners cross-functionally to ensure system changes, data standards, and reporting tools are understood, adopted, and consistently applied.