Reporting & Conversion Analyst, Operations

If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job Purpose

The Reporting & Conversion Analyst is responsible for providing quantitative and qualitative reporting, data visualization and analysis on internal and external business & industry metrics. In addition, this position is responsible for creating and analyzing reports highlighting performance and opportunity to multiple departments. This position works closely with operational teams to identify associate and process opportunities and highlight the health of operations and its effectiveness.

Essential Responsibilities

• Supports the development and implementation of appropriate solution(s), tools, reports based on recommendations offered to Operations stakeholders. Strong understanding of the design and data used within the solution(s) to assist with answering day-to-day questions for senior members of the team and Operations stakeholders.
• Creates custom reporting to measure, track, and alert stakeholders to track actionable insights with the guidance of the Business Insights & Intelligence Analysts.
• Demonstrates the ability to analyze disparate and complex data with a focus on identifying business gaps and opportunity leveraging existing and new data.
• Supports senior members of the team with delivering identified best practices, process improvements, and new solutions based on analytic findings of key operating business metrics surrounding financial health, associate and customer experience trends, and other business-related initiatives.
• Supports senior members of the team to develop presentation-ready, easy-to-maintain data stories leveraging existing and new tools and technologies as appropriate, This includes executive-level dashboards.
• Participates actively in internal/customer meetings, displaying confidence in offering ideas and suggestions.
• Gains knowledge and understanding of Operation's owned data classes: Transactional Data, Customer: Policy Holder and Advisor data, and Associate Data. Includes adhering enterprise-level and Operations-level data governance policies, procedures, standards.
• Owns deliverables, timelines, and communications of progress while applying Agile methodology principles of incremental, business value delivery.
• Supports testing and analysis of policy system and conversion data across multiple project lines to identify critical differences between the source system and the target system. Making recommendations for remedies upon request.
• Supports senior analysts with the gathering and analysis of complex data to solve Operations business problems and questions.
• Demonstrates ability to use of multiple measurements tools, techniques, and statistical concepts.

Other Duties

• Distributes and optimizes routine reporting metrics, tools, and reports to member of Senior Management and Operations business units as required and requested. This includes the maintenance, documentation, and test plans necessary to support developed solutions
• Must be detail-oriented and well-organized with the ability to work both independently and in a team environment.
• Ability to professionally and confidently interact with individuals at all levels within the organization including take meetings, presentations, feedback sessions, etc.
• Strong understanding of Operations business processes, data, and reporting tools.
• Ability to adhere to JFI enterprise data governance standards set by the organization including working with confidential information.
• Strong problem-solving skills and ability to deliver solutions.
• Familiar with Agile methodology and design-driven development concepts.
• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Proficient knowledge in the use of analytics, programming, and visualization tools including, but not limited to: SaS, Excel, Tableau, PowerBI, Python, SQL, other programming languages, etc.
• Must be detail-oriented and well-organized with the ability to work both independently and in a team environment.
• Ability to professionally and confidently interact with individuals at all levels within the organization including take meetings, presentations, feedback sessions, etc.
• Strong understanding of Operations business processes, data, and reporting tools.
• Ability to adhere to JFI enterprise data governance standards set by the organization including working with confidential information.
• Ability to support advanced manual calculations not supported by Jackson systems for current and historical products. Identifies and implements solutions that lead to the optimization of existing complex calculation tools.
• Strong written and verbal communication skills.
• Ability to prioritize projects, handle multiple tasks, meet deadlines, and work under pressure.
• Strong problem-solving skills and ability to deliver solutions.
• Familiar with Agile methodology and design-driven development concepts.

Qualifications

• Bachelor's Degree Business Analytics, Statistics, Economics, Math, Applied Engineering preferred.

• 1+ years of data analytics, business intelligence or financial industry experience required.

• Financial Services and/or insurance industry experience preferred.

We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.