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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in data analytics, including proficiency in SQL, Power BI, and Excel, while effectively communicating analytical findings to stakeholders. Capable of collaborating with cross-functional teams to optimize reporting workflows and enhance data accessibility.
Highest-signal resume keywords
Data Analytics ExperienceProficiency In SQLPower BI ExpertiseProcess Mapping SkillsStrong Problem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisStatistical TechniquesData VisualizationETL ProcessesReporting LogicKPI DefinitionAd Hoc AnalysisDashboard DevelopmentTrend IdentificationData Pipeline Contribution
Soft Skills
Excellent Communication SkillsAbility To Work Independently
Tools & Technologies
Power BISQLExcelTableauPythonRLucidchartVisio
Industry Keywords
Insurance IndustryFinancial ServicesBusiness IntelligenceOperational EfficienciesCost Reductions
Tech Stack
Tools & technologiesETLPythonSQLTableau
About the role
Key responsibilities & impact- Design, develop, and maintain interactive dashboards and reports for Sales, Service, and Member Retention teams.
- Conduct in-depth data analysis to identify trends, patterns, and process improvement opportunities.
- Collaborate with business partners to gather requirements, define KPIs, and translate business needs into technical solutions.
- Measure implemented business-process changes to determine next steps for management.
- Collaborate with data engineering and IT teams to troubleshoot data issues and improve data accessibility.
- Document business requirements, data definitions, and reporting logic.
- Apply statistical techniques and data visualization best practices to uncover actionable insights.
- Monitor performance metrics and provide updates on trends and anomalies.
- Contribute to data pipelines and reporting workflow optimization.
- Evaluate and integrate new data sources.
- Develop reporting supporting operational efficiencies and cost reductions.
- Perform ad hoc analysis for strategic initiatives and business questions.
- Present analytical findings clearly and actionably to stakeholders.
- Assist with presentations that influence stakeholders and drive strategic decisions.
- Stay current with Business Intelligence trends and technologies and recommend improvements.
- Perform other duties as assigned.
Requirements
What you’ll need- Bachelor’s degree in Business Analytics, Computer Science, Statistics, Economics, or a related field. A combination of education and experience may be considered in lieu of a degree.
- Minimum of 2 years of experience in data analytics, preferably within the insurance or financial services industry required.
- Proficiency in SQL, Power BI, and Excel required.
- Familiarity with Tableau, Python, or R is preferred.
- Experience reverse-engineering legacy reports and understanding ETL processes required.
- Proficiency with process mapping or diagramming tools such as Lucidchart or Visio.
- Experience with the design of project plans.
- Strong problem-solving skills and ability to work independently on complex tasks.
- Excellent communication skills, with the ability to convey technical concepts to non-technical audiences.
Benefits
Comp & perks- Annual Bonus Eligibility
- Hybrid schedule (3 days on-site weekly)
- Comprehensive health benefits package
- Generous accrued paid time off + 8 paid holidays
- 401(K) plan with company match up to 7%
- Professional development opportunities and tuition reimbursement
- Paid time off to volunteer & company-sponsored volunteer events throughout the year
- Complimentary AAA Membership
- Health & Wellness Program
- Health Concierge Service
- Life Insurance
- Short Term/Long Term Disability
- Medical, Dental, and Vision plan options
- Up to 2 weeks Paid parental leave
- 2+ weeks of PTO within your first year
- Paid company holidays
- Company provided volunteer opportunities + 1 volunteer day per year
- Continual learning reimbursement up to $5,250 per year
