ANALYTICS AND REPORTING ANALYST JOB DESCRIPTION

Dashboard accuracy and stakeholder trust erode fast when nobody owns the reporting layer. The Analytics and Reporting Analyst holds that ownership, translating raw operational data into structured reports, KPI dashboards, and ad hoc analyses that inform decisions at every level of the organization. This is not a passive support seat. The role requires fluency in data governance, comfort working across finance, HR, and operations stakeholders simultaneously, and the judgment to distinguish a data quality issue from a business trend.

As the Analytics and Reporting Analyst, you build and maintain the reporting infrastructure that connects raw data to executive decisions, including dashboard design, scheduled reporting, and ad hoc analysis across business functions. You work within a cross-functional analytics team, partnering with stakeholders in finance, HR, and operations to align reporting outputs with organizational strategy.

Career Impact: Mastery of enterprise reporting across finance, HR, and operations data positions analysts for advancement into senior analytics, data engineering, or business intelligence leadership roles.

Business Impact: The dashboards and KPI reports this role produces directly inform resource allocation and operational decisions made by senior leadership each quarter.

Growth Opportunity: Exposure to SQL query optimization, data visualization design, and governance frameworks builds the technical breadth that opens paths toward data architecture and analytics management.

• Design and maintain recurring dashboards and scorecards that reflect current KPI performance across business units.
• Develop ad hoc reports in response to stakeholder requests, translating business questions into structured data outputs.
• Validate data accuracy across reporting sources to ensure decision-makers receive reliable, reconciled information.
• Analyze trends and patterns in complex datasets to surface insights and flag anomalies for leadership review.
• Document reporting processes, data definitions, and metadata to support governance and knowledge transfer.
• Partner with cross-functional teams including finance, HR, and operations to gather requirements and align reporting with business needs.
• Monitor reporting infrastructure performance and implement improvements to data models and delivery workflows.

• Bachelor's degree in Data Analytics, Business, Statistics, Mathematics, or equivalent work experience.
• 3 or more years of analytics and reporting experience, with demonstrated ownership of recurring and ad hoc reporting deliverables.
• Proficiency in querying relational databases using SQL, including joins, subqueries, and aggregation functions.
• Competency in data visualization and dashboard design, with the ability to translate business requirements into structured visual outputs.
• Working knowledge of data quality practices, including validation, reconciliation, and error diagnosis across multiple data sources.
• Strong written and verbal communication skills, with demonstrated ability to present data findings to non-technical stakeholders.
• Ability to manage multiple reporting priorities simultaneously in a deadline-driven environment.

• Experience working with HRIS or ERP data environments, such as payroll, finance, or workforce reporting systems.
• Familiarity with enterprise reporting governance frameworks, including data dictionaries, metadata management, and access controls.
• Exposure to agile or iterative project environments where reporting requirements evolve alongside product or process changes.
• Knowledge of compliance reporting requirements in regulated industries such as healthcare, financial services, or government contracting.

• Dashboard adoption rate, measuring how consistently stakeholders use published reports versus requesting manual pulls.
• Ad hoc report turnaround time, tracking how quickly analyst delivers validated outputs from request receipt.
• Data accuracy rate, measured by the frequency of correction requests relative to total reports issued.
• Reporting SLA adherence, tracking the percentage of scheduled reports delivered on time each cycle.
• Stakeholder-reported confidence score from quarterly feedback, benchmarked against a defined rating scale.
• Typical tools: Data visualization platforms (commonly Tableau or Power BI); query and database tools (commonly SQL-based environments and Excel).

• Base Salary Range: $65,000 to $95,000 annually depending on seniority and industry.
• Bonus: 5 to 10 percent annual performance bonus, common in mid-to-large organizations.
• Equity: Rarely offered at this level outside technology or pre-IPO companies.
• Health Benefits: Medical, dental, and vision coverage standard across most US employers.
• PTO: 15 to 20 days per year plus federal holidays.
• Common Perks: Remote or hybrid flexibility, professional development stipend, and analytics tool access.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including verification of employment history and, where applicable, credit history relevant to data stewardship responsibilities, are a condition of employment. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities upon request. Candidates must be authorized to work in the United States.

The Analytics and Reporting Analyst leads the ServiceNow Performance Analytics dashboards and reporting portal, creating management dashboards and reporting on KPIs to increase quality and reduce service delivery costs. Reporting into the operational health reporting team, the analyst works with stakeholders across the enterprise in an agile environment.

Key Responsibilities

• Craft visuals and design reporting dashboards that provide real-time visibility and predictive forecasts, including text analytics from freeform data fields using SCRUM and Agile development.
• Capture business and technical requirements, build wireframes, designs, and mocks, and execute data quality checks while supporting data modeling and business metadata.
• Create ServiceNow PA indicators, breakdowns, Data Collections, widgets, and scorecards, and configure Workspace Analytic Indicators, business rules, UI policies, UI actions, client scripts, and ACLs with advanced scripting.
• Develop UI layouts including controls, labels, and graphical elements for mobile and desktop platforms with experience unification.
• Design web page layouts and online content, user interface graphics, icons, and color schemes using JavaScript, CSS, and HTML.
• Establish repeatable and scalable metrics governance practices and enable Data Analytics teams to collaborate as a Community of Practice.
• Facilitate requirements gathering and document requirements.
• Produce knowledge base articles and SOPs.

Required Qualifications

• Bachelor's degree or equivalent.
• ITILv4 Foundation certification.
• Public Trust Clearance or ability to obtain.
• Minimum 10-15 years of related experience, including 4 plus years in UI/UX design with human-centered design methods.
• Knowledge of the insurance and government services domain.
• Experience with web technologies including JavaScript, DHTML, CSS, AJAX, XML, HTTP, jQuery, and database technologies including JDBC, SQL, MySQL, and Oracle.
• Advanced ServiceNow development experience including the Glide Stack, Jelly scripts, server-side JavaScript, business rules, and Service Portal widget and page development.
• Experience configuring ServiceNow ITSM Pro, ITBM, CSDM, Asset Management (HAM/SAM), and HRSD.
• Time management and self-discipline as a remote worker.
• Ability to navigate a complex matrix environment and manage competing priorities.

Embedded within the HR function, the Analytics and Reporting Analyst builds HR reporting and analytics deliverables using Workday, spanning report design, testing, scheduled reporting, and dashboard functionality. Working closely with cross functional teams across HR, Finance, IT, and Procurement, the analyst determines reporting needs and delivers data driven insights that inform human capital decisions.

Core Functions

• Understand business drivers and develop workforce metrics, analysis, and studies aligned with business strategies.
• Perform qualitative and quantitative analysis of HR data from multiple sources to provide insights and trends.
• Prepare presentations, quarterly metrics, and dashboards for various audiences and provide ongoing HR metric reports to leaders and the board.
• Design and produce ad hoc reporting requests and serve as escalation point for reporting issues.
• Educate end users on reporting capabilities and streamline the reporting library to drive self-service in Workday.
• Support the maintenance and integrity of Workday data and resolve specific employee data issues.
• Assess the impact of Workday releases on reporting and identify opportunities for improvement.
• Diagnose, track, and manage timely resolution of reporting issues related to data, calculated fields, logic, configuration, performance, and security.
• Ensure compliance with data privacy regulations and recommend improvements to HR reporting efficiency.

Qualifications and Experience

• Bachelor's degree in Data Analytics or Business Analytics or combination of relevant education, experience, and training.
• 3-5 years of experience with reporting, data management, and analysis, including 3 plus years with HRIS reporting systems.
• Experience with Workday an asset.
• Knowledge of people related data and data privacy regulations.
• Advanced proficiency in Microsoft Office suite with emphasis on Excel, including pivot reports, conditional formulas, and formatting.
• Data visualization techniques and the ability to translate client requests into meaningful dashboards and reports.
• Power BI and strong system configuration for report design and data analysis.
• Strong analytical, problem-solving, and organizational skills with attention to detail.
• Ability to manage multiple shifting priorities in a fast-paced environment.
• Ability to work independently and in a team while maintaining confidentiality and discretion.

Reporting to Sales Operations and Strategy leadership, the Analytics and Reporting Analyst builds Tableau dashboards and SQL datasources that support the objectives of the sales organization. Partnering with internal operations and external stakeholders, the analyst analyzes trends to improve sales efficiency, forecasting, and performance metrics.

Primary Duties

• Build and design creative Tableau dashboards for sales teams and Senior Leadership, collaborating internally and externally with key stakeholders.
• Leverage existing data and reporting to analyze trends and provide recommendations that improve sales efficiency, forecasting, and performance metrics.
• Define and develop standard reports and ad-hoc requests leveraging efficient best practices.
• Perform analysis by understanding business needs, requirements, and trends.
• Use SQL to develop and maintain datasources used company-wide for reporting and analytics.
• Monitor sales processes and provide statistical analysis of performance metrics.
• Work cross functionally to develop new tools and processes to increase productivity, communication, and reporting capabilities.
• Serve as a champion of best practices and process improvement, leading via analytics and program management.
• Adhere to project standards, provide progress status, and comply with all corporate policies.

Skills and Qualifications

• Bachelor's degree in Information Systems, Business Administration, Economics, or equivalent with meaningful experience in business or sales operations.
• Advanced knowledge of Tableau or another data visualization tool and advanced SQL with the ability to write and optimize complex queries using joins, sub queries, and built in functions.
• Experience with Excel beyond basic vlookups and pivot tables.
• Exposure to Salesforce or SAP CRM a plus.
• Demonstrated ability to build and manage complex dashboards and knowledge of data organization and visualization concepts.
• Strong analytical, problem-solving, and interpersonal skills across many levels of leadership.
• Excellent verbal and written communication.
• Ability to work independently and creatively problem solve.
• Project management and process ownership experience with self-motivation and a team-oriented attitude.

Sitting at the intersection of the business and divisional data teams, the Analytics and Reporting Analyst delivers reports, insights, and analytics that turn internal and external data into guidance for decision-makers. Operating across cross-functional teams, the analyst produces datasets using system reporting tools and interprets trends and patterns to meet the needs of government programs and health care data initiatives.

Duties

• Create reports, insights, and analytics in support of the business.
• Create specifications for reports and analysis based on business needs and provide consultation to users on cross-functional teams.
• Produce datasets and reports for analysis using system reporting tools and assist in analyzing data related to strategic initiatives and research needs.
• Interface between the business and divisional data teams to generate actionable analysis and reporting tools.
• Work closely with customers to build relationships and gain a deeper understanding of government programs data.
• Analyze complex business problems using internal and external data to provide insight to decision-makers and interpret trends and patterns.
• Communicate and interact effectively with co-workers, management, and customers.
• Comply with HIPAA, Diversity Principles, Corporate Integrity, and Compliance Program policies while maintaining confidentiality.
• Maintain communication with management and perform special projects as required.

Experience and Qualifications

• Bachelor's degree with 2 years experience in data analysis and information reporting, or 4 years experience in data analysis and information reporting.
• Experience in Health Care Data analytics and reporting and working with financial reconciliation.
• Knowledge of SQL, Tableau, SAS, and Teradata or other reporting tools and languages.
• Produce data sets and reports for analysis using SQL, Excel, or other reporting tools and verify accuracy.
• Ability to work with both internal and external data.
• Ability to solve complex problems with guidance using best practices and knowledge of business issues.
• Ability to work on multiple projects simultaneously, independently and as part of a team.
• Strong communication and presentation skills.
• Teamwork and collaboration.

A key member of the process excellence team, the Analytics and Reporting Analyst owns the analysis of process metrics, delivering data-backed charters that create value across cost reduction, working capital, income generation, and cost avoidance. Collaborating across process and operations leadership, the analyst tracks improvement opportunities to sustain end-to-end process performance.

Functions

• Identify and analyze stakeholder and business process needs, gather requirements, and define scope and objectives.
• Prepare data and metrics and explore new potential data and metrics that support reporting and analysis initiatives.
• Prepare reports and analysis to identify and interpret trends or patterns in complex data sets for value and new opportunities.
• Lead analysis with process and operations leadership to identify top improvement opportunities and track progress and impact.
• Mentor and coach peers and recommend process improvements related to delivery and new methodologies.
• Partner with the team and stakeholders to develop understanding of the business process and offer solutions to business problems.
• Independently handle complex issues with minimal supervision while escalating only the most complex issues.

Technical Qualifications

• Bachelor's degree in a related field or equivalent experience.
• Certification in programming language or business intelligence tools.
• Minimum of four years of related work experience.
• Knowledge of the Record to Report process using data from SAP, Blackline, and other technologies.
• Confirmed skills querying relational databases with query language and working with large data stores.
• Skills producing data, metrics, and reports using PowerBI, Tableau, Celonis, or the Cargill Data Platform.
• Confirmed skills analyzing process and operations volumes and performance and sharing findings with stakeholders.

Solving complex problems at an enterprise level depends on the Analytics and Reporting Analyst, who builds reports and dashboards from Risk and Control data and performs trend analysis for senior management. Serving as an individual contributor alongside a senior lead, the analyst documents processes, supports business as usual activities, and advances enterprise control reporting and analytics capabilities.

Accountabilities

• Develop reports and dashboards using Risk and Control data.
• Analyze data to perform trend analysis.
• Help the wider team with BAU processes.
• Document existing processes and suggest improvements.
• Produce periodic and ad hoc senior management and stakeholder reports.
• Implement emerging analytics and impactful visualization approaches to tell complex stories.
• Support planning, directing, and coordination of day-to-day activities of the Analytics and Reporting portfolio and the evolution of enterprise Control reporting capabilities.
• Support the Head of Controls Analytics and Reporting on strategic investments in technology, programs, training, and processes.

Professional Experience

• Bachelor's or University degree.
• 1-3 plus years of experience.
• Working knowledge of data visualization tools such as Tableau and PowerBI, Python, and SQL.
• Strong organizational, analytical, and problem-solving ability.
• Strategic thinker able to take the broadest view of an issue and project impacts into the future.
• Adaptable and flexible with the ability to respond to changing priorities.
• Excellent communication and presentation skills, both orally and in writing, with the ability to present findings to senior management.
• Strong interpersonal skills with evidence of collaboration across large organizations and a proactive, no surprises approach.

As the Analytics and Reporting Analyst, this role delivers analytical reports of low to medium complexity under supervision, formatting and organizing data so experienced colleagues can identify key insights for business improvement and strategy projects. The Business Analytics function relies on this work to maintain and improve the reporting infrastructure.

Activities

• Perform data analysis under supervision to support business improvement and business strategy projects.
• Update analytical reports of low to medium complexity to allow fact-based, predictive, and what-if decision-making.
• Format data according to predetermined presentation styles to meet customer needs.
• Organize data according to standard reporting requirements so key insights can be identified.
• Implement low to medium complexity methodologies to maintain and improve the reporting infrastructure, including data housing, data modeling, report performance, and delivery tools.
• Adhere to departmental standards to comply with industry regulatory, compliance, health, and environmental requirements.
• Complete process analyses accurately in line with Key Performance Indicators and deadlines.
• Ask for help as needed and demonstrate willingness to learn new skills.

Position Requirements

• Bachelor's Degree related to Business, Statistics, or Mathematics.
• Work experience handling data.
• Knowledge of the insurance industry is a plus.
• Proficient in MS Excel including Pivot and VLOOKUP.
• Familiar with key software tools including Excel, Databases, and PowerPoint.
• Exposure to Power BI, Tableau, and other Analytics Software.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent organization and interpersonal skills, able to work within a team and independently.
• Able to work effectively with stakeholders to understand requirements and manage communication.