Hausmann Group · 18 hours ago
Systems & Data Anlayst
Madison, WI
Full-time
Onsite
Mid Level
3+ years expHausmann Group is committed to improving data integrity and optimizing systems to support decision-making across the agency. The Systems & Data Analyst will enhance operations by ensuring reliable data, developing dashboards, and collaborating with various departments to drive operational clarity.
Commercial InsuranceFinancial ServicesInsuranceReal Estate
Responsibilities
Demonstrates analytical rigor by producing accurate, timely financial and operational insights that inform decision-making and strategic initiatives
Applies advanced data visualization and interpretation skills to create dashboards and reports that translate complex data into actionable insights
Accurately and efficiently uses and updates our internal databases
Provides governance and oversight of the Agency Management System and related platforms to ensure data integrity, scalability, and reporting accuracy
Applies technical expertise to develop scalable queries and integrations while partnering with IT and vendors to optimize functionality and prepare for automation and AI readiness
Identifies opportunities to streamline and automate workflows using structured process-improvement principles
Demonstrates a continuous-improvement mindset by reducing manual effort, eliminating recurring errors, and supporting adoption of new tools and processes
Develop and implement new ideas, processes, and technologies to enhance efficiency, productivity, and effectiveness within the Agency
Applies strong business judgment to evaluate technology investments, system enhancements, and process changes
Aligns analytical work with strategic priorities by assessing ROI and understanding how workflows impact broader agency operations
Communicates clearly and effectively across Accounting, Service, Sales, and Leadership to build alignment and trust
Partners cross-functionally to ensure system changes, data standards, and reporting tools are understood, adopted, and consistently applied
Qualification
Required
You represent Hausmann and undoubtedly live by our core values. Meaning you are a kind and empathetic colleague that values a welcoming office environment for all, and you promote a culture of continuous improvement and innovation throughout the agency
Bachelor's degree in Finance, Information Systems, Data Science / Analytics, or related field preferred
3+ years of experience in data analytics, financial systems or business intelligence
Experience working with complex data and systems
Proficiency in Power BI, advanced Excel, and data visualization best practices
Experience supporting process improvement, system integration, or workflow redesign
Demonstrated ability to translate technical concepts into practical tools and insights for non-technical users
Able to work in a stationary position 90% of the time
Constantly able to operate a computer and other office productivity machinery 90% of the time
Constantly able to observe details, including letters, numbers and colors, at close range
Able to move or transport objects weighing up to 10lbs. Frequency and duration will vary
The position will be based in Madison, Wisconsin
Regularly work during our core business hours: Monday through Friday, 8am-4:30pm
A valid driver's license and reliable transportation are required
Preferred
Bachelor's degree in Finance, Information Systems, Data Science / Analytics, or related field preferred
Insurance agency, Insurance carrier and/or Applied Epic experience preferred but not required
Experience with data lake technologies (e.g., Azure Data Lake, AWS S3, Google Cloud Storage)
Familiarity with automation platforms, AI tools, or machine learning concepts a plus
Company
Hausmann Group
At Hausmann Group we help clients anticipate and navigate life’s unexpected challenges.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase