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Transamerica

Financial services and longevity planning

Intermediate Business Data Analyst

Data AnalysisPosted on Nov 11
Full-timeCedar Rapids, IA, USANo salary listed

About the Job

Requirements

  • A bachelor's degree in a business-related field or equivalent experience is required.
  • Three years of experience in data analytics, process improvement, or other relevant work is required.
  • Understanding of data tools for visualization, extraction, modeling, customer relationship management solutions, and SQL is required.
  • Analytical and problem-solving skills are required to analyze data and create reports.
  • Communication and presentation skills are required to deliver reports and analysis.
  • The ability to multitask and work as part of a team in a dynamic and complex environment is required.
  • Proficiency using Microsoft Office, including Word, Excel, and PowerPoint, is required.

Responsibilities

  • Prepare recurring reports on key performance indicators and operational performance for the Legal and Administrative Affairs team.
  • Develop insights and an understanding of business performance using data and statistical methods, identifying trends, variances, and opportunities for improvement.
  • Compile, validate, and analyze data on executive expenses and use of corporate resources; maintain supporting documentation and prepare timely, accurate reports for management and compliance reporting purposes.
  • Conduct ad hoc reporting and in-depth analysis; communicate findings and recommendations through reports and presentations to support process efficiencies and business decisions.
  • Maintain thorough knowledge of the business and systems within the supported group; partner with stakeholders to clarify reporting needs, reconcile data, and improve reporting processes.
  • Assist in resolving technical issues, such as report or query malfunctions, data discrepancies, and lapses in visualization stability or functionality.

Desired Qualifications

  • A background in the insurance or financial services industry is preferred.
  • Experience using Tableau, SQL, and Power BI is preferred.

About the Company

Transamerica

Financial services and longevity planning

Transamerica helps financial professionals, brokers, agents, advisors, and employers design and deliver financial plans that adapt to longer lifespans. It provides life and retirement solutions distributed through its network (Transamerica Capital, Inc.) to empower clients and employees to pursue their goals at every stage of life. Its products work by using advisor-led planning and tailored financial solutions to cover life events, retirement, and ongoing financial needs across multiple stages. The company differentiates itself by focusing on longevity planning and multi-stage life planning through a broad advisor and employer distribution network, and by offering a suite of products designed to help people take control of their financial future. Its goal is to help people live their best life by providing guidance and products that support financial security as life stages extend.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Baltimore, MD
Founded
1904

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