Reporting & Data Analyst 1

Primerica is a recognized workplace known for its commitment to diversity and employee satisfaction. They are seeking a Reporting & Data Analyst to join their Compliance Data Team, responsible for creating and maintaining management reports, ensuring data accuracy, and facilitating communication between business units and IT teams.

Responsibilities

• Generate and analyze Life & Securities Surveillance reports covering agent activity, life insurance policies, mutual funds, annuities, and managed account transactions
• Identify and develop new reports or update existing ones based on evolving regulatory requirements and business needs
• Ensure data accuracy and validate the integrity of reports and underlying information
• Communicate key findings, trends, and issues to senior management identified during report analysis
• Prepare and deliver reports, presentations, and briefings for senior leadership as needed
• Maintain comprehensive knowledge of company products, policies, regulatory updates, and areas of regulatory risk
• Protect the company's authority to do business by complying with legal and ethical standards, policies and procedures
• Publish organizational bulletins and manage content distribution. Responsible for processing and coordinating web publishing requests
• Administer system access by granting and revoking user permissions. Manage and maintain Level 88 administration tasks
• Handle and process BISO-related requests
• Communicate effectively with both internal teams and external stakeholders
• Collaborate with cross-functional departments on compliance initiatives and surveillance reporting
• Troubleshoot reporting issues and provide support to team members as needed
• Perform User Acceptance Testing (UAT) to ensure applications meet business and user requirements
• Develop and maintain documentation for procedures, report criteria, testing, and validation processes

Skills

• 1 – 3 years of experience as a Business Analyst or Data Analyst
• Foundational knowledge of SQL, database design, Microsoft Access, and Excel, including experience creating tables, queries, forms, and reports; familiarity with VBA is a plus
• Bachelor's degree in Business, Information Systems, or a related field, or equivalent professional experience
• Proven ability to collaborate effectively with programmers, coordinators, technical support teams, management, and third-party vendors
• Strong written and verbal communication skills
• Excellent organizational and time management skills, with the ability to work independently and manage multiple tasks, projects, and systems simultaneously
• Series 6, Series 26, and Series 65 licenses are a plus
• Knowledge of Primerica sales force a plus
• Proficient in MS Office
• PowerBI experience is desired

Benefits

• Day one health, dental, and vision insurance
• 401(k) Plan with competitive employer match
• Vacation, sick, holiday and volunteer time off
• Life and disability insurance
• Flexible Spending Account & Health Savings Account
• Professional development
• Tuition reimbursement
• Company-sponsored social and philanthropy events

Company Overview