Program Reporting Analyst
SageSure is seeking a detail-oriented and driven Program Reporting Analyst to support our Program Reporting team in delivering high-impact reporting and analytics. This role plays a key part in executing month-end program reporting processes and contributes to broader corporate financial initiatives through dashboarding, analysis, and ad hoc reporting. The Program Reporting Analyst will collaborate with cross-functional teams to prepare, analyze, and validate reports for carriers and distribution partners, ensuring accuracy and consistency across deliverables. This is an exciting opportunity to join a fast-growing, innovative company that combines the stability of a proven business model with the agility of a startup environment.
Carrier and Distribution Partner Reporting :
- Analyze and validate monthly carrier and distribution partner financial data for accuracy.
- Liaison with cross-functional team to solve reporting inefficiencies or inaccuracies.
- Evaluate reporting processes, recommend, and implement improvements.
- Maintain month end validation tools and update as necessary.
- Assist in the preparation 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.
Accounting and Ad-hoc Reporting, Dashboarding and Analysis :
Develop and maintain financial dashboards that provide real-time visibility into key performance metrics, financial performance and decision-making insights.Partner with data teams to ensure accuracy and consistency of financial reporting across multiple insurance products and carriers.Automate recurring financial and operational reporting processes to improve speed, accuracy, and scalability.Prepare reconciliations and variance analyses between policy administration systems, general ledger, and data warehouses.Support month-end and quarter-end close processes by providing data extracts, reconciliations, and custom reports, as needed.Collaborate with business stakeholders to translate complex financial and operational data into actionable insights.Ensure compliance with accounting standards and regulatory reporting requirements while streamlining data workflows.We're looking for someone who has :
2+ years of experience in financial, operational, or regulatory reporting, preferably in insurance, finance, or accounting environments.Proven experience in working with large datasets, validating data accuracy, and resolving discrepancies.Advanced Excel skills, including use of macros, pivot tables, Power Pivot, and complex formulas.Strong working knowledge of SQL, Power Query, and BI / reporting tools (e.g., Power BI, Tableau, SSRS).Experience with XML, Python, Amazon Redshift, and DOMO is a plus.Ability to gain understanding of how internal applications and related Information Technology controls support achievement of business processing objectives.Excellent analytical and problem-solving skills with strong attention to detail.Effective communication skills with the ability to interface across multiple departments and organizational levels.Ability to manage multiple priorities, meet tight deadlines, and operate independently.Preferred Qualifications :
Bachelor's degree in Business, Finance, Accounting, Information Systems, or a related field.Prior exposure to carrier or bordereau reporting processes.Familiarity with modern data architecture and tools used for automation and data validation.