Ascensus ยท 10 hours ago
Reporting & KPI Analyst
United States
Full-time
Remote
Entry, Mid Level
2+ years expAscensus is a company that helps employers offer their associates a more secure financial future through retirement plans, insurance, and consulting services. The Reporting & KPI Analyst will be responsible for monitoring, analyzing, and reporting on key performance indicators to support data-driven decision-making and ensure data integrity.
ConsultingRetirementTraining
Responsibilities
Data Collection & Analysis: Gather, process, and analyze data from various sources to produce insights on KPIs and performance metrics
KPI Monitoring: Track and report on KPIs regularly, highlighting variances from targets and identifying areas of opportunity or concern
Reporting & Dashboard Development: Create, maintain, and improve dashboards, scorecards, and visualizations that present KPIs and trends in a clear, actionable format
Collaborative Insights: Work closely with cross-functional teams (e.g., Consulting, Client Services, Accounting, Plan Administration, Operations) to understand their KPI needs and provide insights to guide strategic decisions
Data Quality Assurance: Ensure accuracy, consistency, and reliability of data by conducting regular audits and identifying potential data quality issues
Performance Evaluation: Analyze performance against benchmarks, forecasting future performance trends, and providing recommendations for improvement
Process Improvement: Identify and implement process improvements to streamline reporting, enhance data accuracy, and improve KPI tracking systems
Documentation & Training: Document reporting processes and provide training to users on accessing and interpreting reports
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Qualification
Required
Bachelor's degree in business, Statistics, Data Analytics, Information Systems, or a related field
Strong understanding of KPI frameworks, data analytics, and business intelligence
Excellent analytical and problem-solving skills with strong attention to detail
Effective communication skills to present findings clearly to non-technical stakeholders
2+ years of experience in a data analysis or reporting role
Proficiency in data visualization tools (e.g., Power BI, Tableau) and reporting tools (e.g., SQL, Excel)
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Preferred
Knowledge of statistical analysis and data modeling is a plus
Experience in a similar industry or domain (e.g., finance, e-commerce, healthcare)
Familiarity with ERP or CRM systems and data extraction processes
Experience with scripting or programming languages like Python or R
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
Company data provided by crunchbase