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Data Analyst
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5 days ago
Job type
Full-time
Job description
Job Description
Job Description
Description :
Create analytics and reporting for the Agent Review team to identify and assess patterns, track findings, and detect and mitigate risk.
Responsibilities
Participate in the development of reporting metrics and dashboards in collaboration with the
Agent Review and Compliance teams.
Use analytics technologies including MSBI, Excel, SQL, SSIS, Power BI, to develop and
maintain data, data extracts, and reporting.
Initiate, review, track and provide reporting for client and agent file reviews performed by the
Agent Review team.
Build automations using Excel, SQL, and Power BI.
Assist in the development of reporting that identifies statistics, trends, and training
opportunities for the sales field.
Document processes related to data warehousing, extracting, automations, analysis, and
reporting.
Extract, transform, and load data using data management tools and T-SQL.
Administer and maintain the BI Portal, data warehouse, and existing BI solutions.
Assist management in conducting and facilitating internal testing and user acceptance
testing.
Qualifications :
Post-secondary education in finance, computer science, information technology, or
equivalent experience
Two years of experience in the insurance and / or securities industry
Good understanding and experience with MSBI, Excel, SQL, SSI, Power BI, and MS Office
Analytical, decision-making, and problem-solving skills
Excellent attention to detail and accuracy
Excellent communication and relationship building skills