Saybrus Partners

Business Reporting Analyst

Saybrus Partners

full-time

Posted on:

Location Type: Remote

Location: ConnecticutMassachusettsUnited States

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Salary

💰 $55,000 - $80,000 per year

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysisdata validationreportingMicrosoft ExcelMicrosoft AccessSalesforceSmartOfficeAgency Integrator
Soft Skills
organizationattention to detailflexibilitymultitaskingteam-orientedgoal settingrelationship buildingnetworkingcritical thinkingproblem solving
Certifications
college degree