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Relation Insurance ServicesCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced analytical and quantitative skills to develop complex financial models, forecasts, and performance measures. Proficient in utilizing business intelligence tools and data visualization techniques to translate analytical findings into actionable business recommendations.
Highest-signal resume keywords
Financial ModelingBusiness AnalyticsKPI DevelopmentData VisualizationPredictive Modeling
About the role
Key responsibilities & impact- Develop sophisticated financial models and scenario analyses for prospective producer opportunities
- Develop repeatable modeling tools, methodologies, templates, and decision frameworks
- Partner with Sales, Human Resources, Finance, Legal, and other stakeholders to validate assumptions and assess risks and opportunities
- Establish and evaluate KPIs for revenue, growth, retention, pipeline, cross-sell activity, productivity, profitability, and operational performance
- Develop and maintain executive dashboards, scorecards, forecasts, and performance reports
- Lead complex analyses of financial, sales, workforce, client, and operational data
- Apply statistical analysis, predictive modeling, segmentation, trend analysis, and other advanced techniques
- Develop and evaluate forecasting, propensity, productivity, compensation, and workforce models
- Translate analytical findings into decision-ready recommendations, presentations, and narratives
- Communicate complex financial and analytical concepts using data visualization and storytelling
- Respond to strategic and ad hoc analytical needs by defining questions, selecting data and methodologies, conducting analysis, and presenting recommendations
- Establish common data definitions, methodologies, reporting standards, documentation, and controls
- Develop scalable datasets, analytical tools, automated reporting processes, and data quality controls
- Partner with Technology, Data, Finance, and other stakeholders to improve data availability, quality, governance, integration, and analytical capabilities
- Streamline manual processes and expand automation, analytics, and self-service reporting
- Use technology, automation, and proprietary AI tools responsibly to improve analytics and decision support
- Monitor emerging analytics technologies, methodologies, business trends, and industry practices
- Lead or contribute to strategic initiatives and special projects requiring complex financial, business, or quantitative analysis
- Perform other assigned projects, duties, and tasks
Requirements
What you’ll need- High school diploma or equivalent required
- Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Statistics, Mathematics, Business Administration, or a related field preferred
- Minimum 7 years of progressive experience in business analytics, financial analysis, sales analytics, strategic finance, business intelligence, data analytics, or a related field
- Demonstrated experience developing complex financial models, forecasts, scenario analyses, or other decision-support models
- Advanced analytical and quantitative skills with ability to evaluate large or complex datasets, identify trends, and translate findings into business recommendations
- Experience developing and evaluating business performance measures, KPIs, dashboards, scorecards, and executive-level reporting
- Experience applying statistical, predictive, segmentation, forecasting, or other advanced analytical techniques to business problems
- Strong business and financial acumen, including evaluating revenue, growth, productivity, profitability, investment, and other business drivers
- Advanced proficiency with Microsoft Excel and experience with business intelligence, visualization, financial modeling, statistical, or analytical tools
- Ability to partner with senior leaders and cross-functional stakeholders and influence decisions through analysis and business judgment
- Excellent written, verbal, and presentation skills
- Ability to manage multiple complex priorities and analytical projects in a fast-paced environment with a high degree of autonomy
- High level of proficiency in Microsoft Office and related business technology platforms
- Computer literacy and ability to learn and apply new software applications, automation solutions, and proprietary AI tools
- Willingness to adhere to confidentiality and responsible handling of employee, financial, client, and business information
- Ability to travel based on business need
Benefits
Comp & perks- Competitive pay
- Family health and wellness programs
- 401K
- Employee assistance programs
- Paid time off
- Paid holidays
- Career advancement and development opportunities
- Discretionary annual incentive program, subject to program rules and individual and organizational performance
- Ability to work remotely (US Remote)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisStatistical AnalysisScenario AnalysisForecastingData AnalyticsQuantitative AnalysisBusiness IntelligencePerformance ReportingDecision Support ModelsComplex Dataset Evaluation
Soft Skills
Excellent CommunicationInfluencing DecisionsProject ManagementAutonomyCollaboration
Tools & Technologies
Microsoft ExcelBusiness Intelligence ToolsData Visualization ToolsAutomation SolutionsProprietary AI Tools
Industry Keywords
Business Performance MeasuresRevenue GrowthOperational PerformanceCross-Sell ActivityData Governance