The Baldwin Group

Compensation

Full Description

The Baldwin Group is a dedicated team of professionals who specialize in business insurance, employee benefits, retirement planning, and personal insurance. We've grown from a small local company in 2011 to a major national firm with a wide range of expertise, serving two million customers across the United States. The Baldwin Group Personal and Health Insurance works with healthcare companies, medical providers, and community organizations. We're known as one of the top Field Marketing Organizations (FMO's) in our industry. The Group ranks as one of the top 20 insurance brokers in the United States. The Business Intelligence Reporting Analyst has ownership of the design and development of reports and the maintenance of business intelligence applications. He/she collects, analyzes and translates business and technical requirements into specifications that are used to implement reports and dashboards created from multiple sources. The BI Reporting Analyst serves as a subject matter expert and drives all data analysis and reporting initiatives for a growing enterprise. Principal Responsibilities: Assists in the design and implementation of business intelligence and data warehousing solutions. Provides the design of ETL process to support ongoing data integration needs. Works collaboratively with business segments to determine reporting and data analysis needs. Runs recurring and ad hoc reports and provides insight/analysis. Manages a portfolio of reporting solutions including ongoing testing and quality assurance. Manages the reporting environment including report data sources, security, subscriptions and metadata. Designs and builds effective and high-performing operational reporting solutions in accordance with business priorities and reporting best practices. Effectively communicates analytical findings and observations to facilitate decision-making throughout the organization. Conducts research to obtain information such as financial data, product or market profiles in collaboration with other departments. Provides support as required to ensure the availability and performance of developed reports and dashboards for both external and internal users. Ensures proper configuration management and change controls are implemented for the report development life cycle. Provides training and assistance to users for generation of ad hoc and on demand reports. Designs and implements technology best practices, guidelines and repeatable processes. Education, Experience, Skills and Abilities Requirements: Bachelor’s degree in Computer Science, Mathematics or a related field. Expertise in Microsoft Stack including SQL Server, SSIS & SSRS, PowerPivot, SharePoint. Familiarity with data interchange formats and services such as JSON, XML, Rest. Thorough understanding of data integration issues such as validation & cleansing, data governance. Previous experience in data warehousing, business intelligence, data analysis, ETL or in a reporting role. Strong analytical and problem-solving skills. Experience in Power BI. Expertise in Excel. Knowledge of logical and physical data modeling concepts. Previous experience working with a data warehousing and understanding of data warehousing concepts. Ability to work independently and pursue data initiatives that drive organizational success. Experience in gathering/analyzing technical requirements. Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture. PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY: Provide analytical, forecasting, reporting, and project support to senior leadership and business segment leaders (BSLs) Builds and maintains key business reports and presentations regularly Responsible for taking data from a variety of credible sources and helping in creating a clear view of what the data represents to help the firm make strong decisions in developing programs and initiatives Works with BSLs to generate daily, weekly, monthly reports, which include key metrics, financial and operational results, trending, and variance reporting Develop, analyze, and modify processes, data structures, and models Acquires data from primary or secondary data sources and maintains databases and data systems specifically for the FP&A group Conduct data mapping activities and helps maintain the data integrity of the in-use data sources Analyze key metrics to identify trends and opportunities based on a data-driven approach Support team with ad hoc reporting requests MANAGEMENT AND SUPERVISORY SCOPE: Insert FINANCIAL AND BUDGET ACCOUNTABILITY: Yes/No Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.