Business Reporting Analyst
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Job Description
Business Reporting Analyst supporting Saybrus Partners in data analysis and reporting for operational needs. Ensures accuracy of reports and supports Salesforce administration with business requirements.
Responsibilities:
- Supports Saybrus Partners on business reporting, processing, and operational needs.
- Consolidates, analyzes, and communicates critical information to internal and external parties.
- Performs critical analysis and validation of data from multiple third-parties.
- Independently validates and monitors regular premium reporting by partner channels.
- Responsible for ensuring accuracy of all business reports.
- High level comprehension of data being fed into Firm systems.
- Support Salesforce administrator, including advisor/agent data loads and maintenance.
- Independently and proactively offer solutions and resolve key business issues as related to business reporting.
- Support new account launch and implementation by gathering and defining business needs and data requirements.
- Accomplishes organization goals by accepting ownership for undertaking new and different requests.
Requirements:
- College degree or related experience
- Flexibility with work assignments; ability to multitask under significant time constraints
- Must be extremely organized and have a keen attention to detail
- Demonstrated ability to use reporting tools including Microsoft Excel formulas and Microsoft Access.
- Knowledge of Salesforce/SmartOffice/Agency Integrator a plus
- Team-oriented attitude
- Proven ability to set and achieve goals
- Relationship building and networking skills
- Exercises critical thinking with the ability to identify and troubleshoot situations.
Benefits:
- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance
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