Data Analyst
Core
Produces revenue forecasts, financial reports, and analyses for Insurance Services and Financial Planning, while designing and maintaining AI-enabled workflows and Copilot agents to automate business processes.
Role type
Data Analyst (Finance & AI Automation)
Builds
Revenue forecasts, financial analysis reports, and AI-enabled workflow agents
Domain
Insurance / Financial Planning & Analysis
Deliverable
production ML models | dashboards & analysis | infrastructure
Required skills
Financial analysis, data integrity evaluation, AI tool application (Copilot), data reconciliation, Excel, SQL (implied by data aggregation), Tableau/Power BI
Preferred skills
Insurance domain knowledge, BI reporting tools, workflow automation
Technologies
Copilot, Microsoft Excel, Tableau, Power BI, Enterprise AI tools
Responsibilities
Produce revenue forecasts incorporating carrier landscape insights; support monthly accounting close process; compile analysis reports explaining forecast variance; evaluate data integrity and resolve discrepancies; design and maintain Copilot agents and AI workflows; document use cases for AI solutions; prepare data reconciliations for SOX compliance; perform ad hoc analysis projects.
Seniority
Mid-level, hands-on IC
