Reporting Analyst

Overview

The organization is seeking a Reporting Analyst to support the Senior Financial Analyst. This role involves investigating discrepancies, validating information, and identifying root causes of reporting and operational issues. Responsibilities focus on financial and operational reporting, data maintenance, and other special projects to ensure the quality, accuracy, and availability of revenue and sales production information.

Responsibilities

• Conduct investigative analysis, research exceptions, and perform auditing projects to identify anomalies, reporting inconsistencies, commission discrepancies, process inefficiencies, and business improvement opportunities
• Perform reconciliations and investigative reviews to ensure the accuracy of revenue, production, compensation, and operational reporting
• Support the Senior Financial Analyst with individual and agency requests and questions, and assist with continued Power BI maintenance
• Work with Management on internal auditing efforts related to the company’s E&O Program
• Partner with the VP of Operations on an ad-hoc basis

Requirements

• Bachelor’s degree in Accounting, Business, Finance, or related field (or equivalent experience)
• 1-2 years working in auditing, internal auditing, accounting, finance, compliance, reporting analysis, financial analysis, or related field preferred
• Proficiency in Excel (pivot tables, lookups, formulas)
• Familiarity with Power BI is a plus
• Familiarity with the Insurance industry is a plus
• Strong analytical, problem-solving, and organizational skills
• Attention to detail with a focus on data integrity and accuracy
• Ability to work collaboratively and support cross-functional reporting needs

Preferred Qualifications

• Naturally curious and enjoys investigating discrepancies, exceptions, and unusual trends
• Comfortable working through ambiguous problems and identifying root causes
• Strong attention to detail with a mindset focused on accuracy and validation
• Strong communication skills with the ability to explain findings clearly to non-technical stakeholders
• Interest in finance, operations, and business analysis with a desire to grow into broader analytical responsibilities

Compensation & Benefits

• Opportunity to work closely with senior finance leadership and gain exposure to financial and operational strategy
• Hands-on training and development in advanced Power BI and financial analytics
• Career growth potential into senior analyst or financial analyst roles