Thrivent

Compensation

Full Description

The data and reporting analyst assists in the collection, analysis and reporting of data, ensuring accuracy, timeliness and compliance within company standards. The individual will create and maintain Advice & Planning data and communicate findings to stakeholders in a clear and concise manner. This role will be primarily focused on Dedicated Planning Services (DPS) data but will assist with Advice & Planning broader data analysis as needed. The individual will analyze data to identify trends, patterns and insights so stakeholders including engagement teams so they can coach and solve any issues to drive further advice adoption. The individual will also own DPS reports and dashboards to ensure clear visualization and that data is accessible to the end user. This can be a remote position within the US. DUTIES & RESPONSIBILITIES: Defines, develops, and provides information and analysis to drive and support decision-making for moderately complex processes and business operations for internal and external customers. Ensures data quality, integrity, and security. Collaborates with key partners including other data & analytics teams to ensure data is being interpreted correctly. Make data accessible for stakeholders where applicable to create self-service data. Create and maintain reports, dashboards, and visualizations for Dedicated Planning Services (and broader Advice dashboards as needed). Analyze data to identify trends, patterns, and insights; Communicate findings to stakeholders in a clear and concise manner. Develop and implement reporting processes including working monthly with finance and other partners to ensure data is reporting accurately throughout the enterprise. Ensure reports are accurate, timely, and compliant with company standards. Responsible for tracking & reporting the on-going performance of DPS (e.g., quantity of plans, revenue, fees, renewals, advisor productivity, etc.) as well as modeling or forecasting scenarios to inform future prioritization Assists in defining, developing, and providing information and analysis to drive and support decision-making for moderately complex processes and business operations for internal and external customers. Models Thrivent’s leadership competencies – Model the Way, Rally the Team, and Deliver Outcomes. Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients. Describe below the audience this role will interact with and level of influence they will have on those roles. Individual contributors within Thrivent Field organization External vendors, contractors and/or consultants Thrivent Members Managers and/or Directors within Thrivent QUALIFICATIONS & SKILLS: Required: Bachelor's degree or equivalent 4-6+ years of experience in the data analytics or reporting or related area Technical expertise and strong understanding within multiple (3+) functional areas Moderate levels of analysis and independence Strong financial and analytical skills Pay Transparency Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $69,053.00 - $93,425.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given. At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our customers. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow. For over 100 years, Thrivent has been helping people build their financial futures and live more generous lives. Today, it’s a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities in which they live and work. Thrivent fosters a diverse workforce to serve our diverse clientele, reflecting a wide range of backgrounds and experiences. If you’re intrigued about our work and the possibility of becoming part of it, we invite you to visit Thrivent.com to learn more. You won’t just build a career; you’ll be part of an organization focused on growing, innovating, and serving.