Reporting Analyst

Our firm Welling Young has an exciting opportunity where we are looking for recent graduates who are hungry to grow, learn, and who has amazing communication skills!

• Position Overview
• The Reporting Analyst supports the business units by delivering reporting, system
• configuration, and analytical solutions that drive operational efficiency and informed
• decision-making. This role works closely with internal stakeholders to gather business
• requirements, translate needs into technical solutions, and support both existing and new insurance programs.
• The Reporting Analyst will contribute to projects of small to medium size with appropriate guidance and mentorship.

Job Description:

• • Support project management activities for internal systems and process improvements Assist with data migration and data validation efforts
• o Gather, document, and refine business requirements from underwriting and
• operational teams
• o Support management of software development efforts with third-party vendors. Contribute to project planning, task tracking, and milestone coordination
• o Participate in RFP processes for new software solutions as needed
• • Perform underwriting, operational, and financial analysis using internal and external sources
• • Develop and maintain SQL queries for reporting, data exports, and ad hoc analysis
• • Build intuitive reports and visualizations for business users and leadership
• • Configure and administer systems for existing and new insurance programs
• • Support troubleshooting, testing, and user acceptance testing (UAT) activities
• • Create and maintain Standard Operating Procedures (SOPs) and Technical
• Specifications to ensure clarity, repeatability, and proper system documentation
• Additional responsibilities may be assigned as directed by management.

Required Job Qualifications:

• • Experience working with databases, Microsoft Excel, and reporting tools
• • Strong verbal and written communication skills
• • Strong organizational and time-management skills

Preferred Job Qualifications:

• • Background in Finance, Mathematics, Computer Science, or a related field
• • Experience using SQL for querying and reporting
• • Experience in the insurance industry
• • Exposure to Salesforce or Insurance Management Systems (IMS)
• • Exposure to Microsoft Azure ecosystem (e.g., Azure Logic Apps, Azure Data Factory,
• Power Apps)
• • Experience with data visualization tools
• • Experience with Visual Basic for Applications