SageSure · 1 week ago

Program Reporting Analyst

United States

Full-time

Remote

Entry, Mid Level

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Responsibilities

Analyze and validate monthly carrier and distribution partner financial data for accuracy.

Liaison with cross-functional team to solution reporting inefficiencies or inaccuracies.

Evaluate reporting processes, recommend, and implement improvements.

Maintain month end validation tools and update as necessary.

Assist in the automation of monthly carrier and distribution partner reporting.

Monitor new product launches to ensure accurate inclusion in month end reporting.

Maintain process documentation and control narrative.

Maintain surplus lines reporting validation tools and update as necessary.

Update reporting validations for regulatory changes and updates.

Prepare submission of surplus lines taxes, preparation of tax affidavits and filing of required forms on timely basis as specified by each state.

Work with internal departments to ensure regulatory compliance.

Maintain process documentation and control narrative.

Qualification

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ExcelXMLSQL programmingPower QueryAnalytical reviewProcess documentationProject management

Required

Demonstrated evidence of prioritizing effectively, meet deadlines and achieving goals

Proficient Excel skills, including the use of macros

Analytical review competency

Attention to detail and able to work independently to meet fixed deadlines

Working knowledge of XML, SQL programming and Power Query

Highly organized, able to manage multiple projects simultaneously while prioritizing tasks effectively

Ability to gain understanding of how internal applications and related Information Technology controls support achievement of business processing objectives