Designation: Financial Plan Analysis Senior Analyst
Qualifications: Any Graduation
Years of Experience: 5 to 8 years
What would you do
Process Overview
Function Includes (but not limited to) report creation, maintenance (of both reports and
underlying data quality) and designing data visualization user experience (UX) into tailored
insights.
What are we looking for
Qualifications
- Bachelors degree in business, finance, marketing or any related courses
- Minimum of 2-3 yearsworking experience in analytics reporting
- Preferably with experience in dashboard development
- Preferably with SQL knowledge and exposure to BI tools such as Power BI, QlikView Tableau
- Must have intermediate to Advanced Excel skills.
- Has excellent communication skills and must be confident in presenting reports to senior
leadership
- Ability to manage stakeholders and interpret analyze business requirements
- Preferably with experience working in an Insurance Industry
Roles and Responsibilities:
Job Description
- Works closely with client based in Australia on a day-to-day basis
- Build reports from scratch based on business requirements
- Prepares monthly Reports/ Regular KPI Reports for APAC Regional Managements and Client
Broker and Engagement, utilizing QlikView, Salesforce, EMIS MS Excel
- Prepares Reports and decks being used by management for various Quarterly Business
Reviews (QBRs), both internal and external (QBRs with global brokers)
Supply budget driver and other data inputs to Finance to assist completion of regional
QBR results and presentations
Supply data and generate presentation-ready formats for Business Units as needed
QBR contributions or QBRs with global brokers
- Performs Ad Hoc Insights and Analysis based on Business Partners/BU heads briefings in
support of core regional and country strategies typically focused on new business, retention
and cross-sell:
Building tailored analytics insights and solutions from the ground up (creation from raw
data, not existing global templates)
Strong emphasis on data visualization and user experience, not just analytical content
- Manages Report tables in QlikView to simplify the review of APAC KPI reports generated by
the system (Report Manager)
- Creates maintains the Auto generated reports for Profit Center Managers and Heads in
Salesforce to monitor new business submission volumes and quality in support of data
management and current business pipeline health.
- Performs other data cleaning and matching tasks required/needed in organizing and
optimizing data management and quality, including Producer reference data management.