Business Intelligence Analyst

• Deliver high-impact analytics and insights that drive informed decision-making across the organization
• Own analytical initiatives end-to-end—from problem definition and solution design through delivery, adoption, and value realization
• Lead the definition, design, and execution of analytics solutions for Financial Services & Solutions (FSS)
• Develop and deliver new analytical initiatives, including dashboards, reports, and data products
• Identify and communicate value generation, performance improvements, and opportunities
• Translate complex technical concepts and analytical findings into clear, concise insights for business leaders and senior stakeholders
• Own analytical initiatives from intake through delivery, including project scoping, prioritization, resource planning, risk identification, and timeline management
• Track execution progress and proactively surface risks or issues
• Oversee testing, UAT, validation, deployment, and post-release support

Business Intelligence Project Manager

• Read and interpret trust indentures with regard to reporting requirements
• Create technical report specifications from indenture language
• Set up payment calculations in a variety of in-house systems
• Receive, map and reconcile periodic collateral data
• As required, make tax elections, file for EIN’s, and track residual holder transfers
• As required, perform portfolio compliance tests on a selection of structured fixed income deals (trade testing)
• Compile monthly, quarterly and annual payment and/or tax reports
• Coordinates with operations teams to ensure correct payments are received and made
• Perform quality control review of reports, meeting timeliness and accuracy standards
• Frequent interaction with asset managers, investors, auditors and rating agencies

CLO Reporting Analyst

• Read and interpret trust indentures with regard to reporting requirements
• Create technical report specifications from indenture language
• Set up payment calculations in a variety of in-house systems
• Receive, map and reconcile periodic collateral data
• Perform portfolio compliance tests on a selection of structured fixed income deals (trade testing)
• Compile monthly, quarterly and annual payment and/or tax reports
• Coordinates with operations teams to ensure correct payments are received and made
• Perform quality control review of reports, meeting timeliness and accuracy standards
• Frequent interaction with asset managers, investors, auditors and rating agencies

Trust Reporting Analyst

• Develop and maintain standardized procedures to implement and monitor vendor performance metrics and SLAs
• Monitor vendor performance results against contracted service levels
• Perform routine evaluations of vendor performance and software adherence
• Build and update ServiceNow dashboards for real-time access to vendor performance
• Prepare and present regular and ad hoc vendor performance and compliance reports

Vendor Management Reporting Analyst

• Works closely with management to provide reporting and data analyses to ensure effective implementation of the organization's strategies.
• Effectively partners with management in the development and creation of reporting and data analyses tools.
• Implements tools and processes that provide management with timely access to relevant information.
• Identifies relationships among the most complex disparate pieces of information and developing meaningful analytical conclusions.
• Provides more complex metrics and analytics as required by leadership.

Senior Reporting Analyst

• Lead the roadmap for internal business intelligence, identifying the key performance indicators (KPIs) and operational metrics required by leadership to evaluate the health of the CPS ecosystem.
• Design, develop, and maintain high-impact BI dashboards that provide real-time visibility into application adoption, service utilization, and centralized cost management.
• Analyze complex datasets across hardware, software, and cloud services to identify trends, bottlenecks, and opportunities for operational efficiency.
• Act as the 'voice of the data' for MSI executives, translating technical telemetry into business narratives that showcase the value proposition and progress of the CPS team.
• Partner with Engineering, Finance, and Product teams to ensure data integrity and to automate the collection of metrics from various common services like Unified ID and AMS.
• Use internal usage data and market trends to prioritize feature backlogs and influence the broader product strategy.

Product Manager – Business Intelligence, Analytics

Lead CLO Middle Office Reporting Analyst

• Lead and oversee the development of production reporting and advanced analytics, leveraging deep SQL expertise, managing sophisticated data transformations, and ensuring the quality and validity of large, complex datasets.
• Design, build, and automate end-to-end reporting pipelines using Databricks, Snowflake, or other modern platforms, with an emphasis on reducing manual processes and improving accuracy, reliability, and timeliness of data delivery.
• Deliver clear, decision-ready analytical insights with Power BI and/or Tableau, transforming complex data and trends into concise, strategic business narratives.
• Apply advanced data modeling and analytical judgment to fulfill operational, risk, and regulatory requirements, supporting all facets of servicing analytics.
• Implement robust data quality controls and audit-ready designs, collaborating closely with risk, compliance, and data governance partners to uphold data integrity and reporting standards.
• Mentor and develop analytics talent, setting high standards for code quality, automation, and analytical excellence within the team.
• Demonstrate strong leadership in guiding the analytics teams through regulated and evolving environments, setting vision, and consistently delivering high-quality results.
• Operate effectively at all organizational levels, balancing analytical rigor, risk awareness, and a strong commitment to execution and follow-through.

Insights & Reporting Analyst

• Assist with drafting of financial statements and footnote disclosures for SEC filings.
• Coordinate efforts with internal departments and external groups to gather financial and non-financial information for use in SEC filings.
• Knowledge of equity-based compensation, segment reporting, earnings per share, lease accounting (under ASC 842), revenue recognition (under ASC 606), debt and derivatives.
• Assist with the monthly preparation of the statement of cash flows.
• Responsibilities may include booking journal entries and preparing account reconciliations during month end close.
• Ensure compliance with SEC XBRL filing requirements.
• Research, interpret and communicate US GAAP and SEC regulations.
• Assist with evaluating the accounting consequences of potential transactions and provide input and suggestions to planned and proposed agreements, as requested.
• Coordinate with our external auditors to ensure timely completion of our quarterly review and annual audit.
• Coordinate the financial reporting for employee benefit plans and captive insurance companies.
• Prepare quarterly auditor GAAP checklist and other quarterly reports.
• Assist with the maintenance and application of internal controls.
• Oversee special projects within the Accounting function, as needed.

External Reporting Analyst III

• Design, build, and maintain scalable data models and reporting structures supporting interventions analytics.
• Develop and maintain complex T-SQL queries, stored procedures, and scripts to support dashboards, reports, and ad hoc analysis.
• Own the development, enhancement, and modernization of Power BI, SQL reporting, and embedded visualization outputs (e.g., D3, HighCharts).
• Partner with business and data-domain owners to translate requirements into robust analytical solutions.
• Establish and evolve business metrics and KPIs to support operational decision-making.
• Deliver timely ad hoc analyses and visualizations to support interventions leadership.
• Lead the redesign and conversion of legacy reports and databases into modern, maintainable solutions.
• Apply AI-enabled tools (e.g. Claude) to enhance data exploration, diagnostics, and insight development.
• Collaborate closely with the Data & Analytics team to support enterprise reporting and analytics initiatives.
• Be the SME for Wellview to help support the intervention team

Business Intelligence Lead

• Lead the design, development, and maintenance of enterprise-level Power BI dashboards and reporting solutions for operational performance.
• Serve as a subject-matter expert for Verint OM reporting, operational metrics, and data interpretation.
• Partner with operational leaders to define reporting requirements, success metrics, and standardized definitions.
• Design and maintain scalable data models and optimized Power BI datasets.
• Drive report automation and optimization, reducing manual effort and improving refresh performance and reliability.
• Develop and optimize SQL queries and data workflows supporting reporting solutions.
• Perform advanced data analysis to identify trends, risks, root causes, and process improvement opportunities.
• Translate analytical findings into clear insights and recommendations for leadership.
• Establish and maintain reporting standards, documentation, and data governance practices.
• Mentor junior analysts and provide guidance on reporting best practices and tooling.
• Manage and prioritize complex reporting requests while balancing short-term needs and long-term strategy.

Reporting Analyst

• Prepare and support SEC filings (10-K, 10-Q, 8-K, Proxy, Section 16)
• Assist with financial statements, disclosures, MD&A, and supporting schedules
• Ensure compliance with U.S. GAAP, SEC regulations, and SOX controls
• Conduct technical accounting research and prepare related memos
• Support audits and coordinate with auditors, legal counsel, and internal teams
• Maintain and improve financial reporting and disclosure
• Monitor SEC and regulatory updates

SEC Reporting Analyst

• Support the migration of legacy SSRS reports to a data lake-centric analytics architecture
• Analyze existing SSRS report logic, stored procedures, datasets, and dependencies
• Re-create report logic using SQL, data lake structures, and modern semantic models
• Design and implement semantic layers (Power BI datasets, tabular models, or equivalent) optimized for reuse and performance
• Assist with data model normalization, star schema design, and metric standardization
• Validate migrated reports and datasets for data accuracy, performance, and completeness
• Document source-to-target mappings, transformation logic, and modeling standards
• Collaborate primarily with BI engineers and architects; limited to no direct business user interaction
• Gain hands-on experience with enterprise BI modernization initiatives
• Apply academic knowledge to large-scale, real-world data systems

Business Intelligence Intern, Information Technology

• Provides plan benefit review, interpretation, and systematic setup, essential for online viewing and processing, related to customer service, claims, enrollment, billing, and reporting, in support of internal and external partners
• Ability to utilize Meritain’s proprietary system for analytical coding of detailed customized plans, rather than standard offerings
• Develops and executes implementation strategy consistent with client expectations; ensures strategy is administered in accordance with all performance guarantee arrangements
• Consults and advises internal stakeholders on complex benefit administration
• Advises on options to minimize manual processing and disruption for the clients
• Uses business knowledge and experience to make plan design and processing recommendations when working with clients
• Reviews benefit provisions to ensure compliance with state and federal mandates
• Collaborates on review, analysis, and development of recommendations for the design of complex account and benefit structures based on customers’ objectives and Meritain’s system
• Executes system setup and mapping of client level benefits to align with industry coding (ICD 10, place of service, healthcare reform, etc.), similar to entry-level IT programming
• Solicits and assesses internal and external customer feedback to drive continuous quality improvement on the renewal process (i.e. system tools, resources, etc.)

Renewal and Reporting Analyst

• Partner with stakeholders across Corporate, Practice, and Functional teams to understand business strategies, operational challenges, and decision-making needs.
• Elicit, analyze, and document business requirements, translating them into clear analytics use cases, KPIs, dashboards, and reporting requirements.
• Act as a trusted advisor by providing data-driven insights that support business transformation, performance improvement, and innovation initiatives.
• Develop detailed functional requirements, user stories, and acceptance criteria for BI and analytics solutions.
• Collaborate with data engineers, BI developers, and solution architects to design scalable, high-quality data and reporting solutions.
• Ensure alignment between business objectives, data definitions, and technical implementation.
• Support the development and adoption of enterprise reporting, dashboards, and analytics solutions.
• Validate data accuracy, business logic, and metric definitions to ensure consistent and reliable insights.
• Analyze trends, patterns, and performance data to identify opportunities, risks, and improvement areas.
• Lead working sessions, requirement workshops, and review meetings with stakeholders at varying levels of the organization.
• Communicate complex analytical concepts and findings in a clear, concise, and actionable manner.
• Support change management efforts related to analytics adoption and data-driven decision-making.
• Contribute to the evolution of BI standards, best practices, data governance, and analytics maturity across the organization.
• Identify opportunities to improve processes, tools, and methods used in business analysis and BI delivery.
• Support prioritization, roadmap planning, and intake processes for BI and Data Insights initiatives.

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