Keystone Advisors LLC
Data Reporting Analyst
Keystone Advisors LLC, Houston, Texas, United States, 77246
Keystone Advisors Overview
Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers to provide our partners and
clients with a broad and competitive portfolio of Insurance Options. We have over 20 years of experience in Insurance marketing
while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products. The foundation of the
company and its employees lies in our core values: customer service, integrity, compassion, tenacity, & being a team player.
Job Summary
The Data Reporting Analyst is responsible for overseeing our data systems and reporting frameworks, guaranteeing the integrity
and precision of data. The ideal candidate will transform raw data into structured information, which will then be analyzed to
glean insights that drive strategic business decisions. This position encompasses a comprehensive analysis lifecycle, covering
requirement gathering, activity execution, and design planning. Data Reporting Analyst are tasked with enhancing analytical and
reporting functions, as well as supervising performance and quality assurance processes to pinpoint areas for enhancement. This position requires the successful candidate to be onsite for training and onboarding, and then can be a hybrid role afterwards.
Roles and Responsibilities
Gather data from primary and secondary sources, ensuring the upkeep of databases and data systems.Detect, examine, and decode trends or patterns within intricate datasets.Cleanse data and scrutinize computer-generated reports and outputs to identify and rectify coding errors.Coordinate with management to align business and informational priorities.Identify opportunities for process enhancements.Employ statistical techniques to scrutinize data and produce actionable business insights.Collaborate with the management team to determine and rank the needs of different business units.Develop data dashboards, charts, and visual aids to support decision-making across departments.Convey insights through reports.Engage with managers from various departments to specify data requirements for analysis projects tailored to their uniquebusiness processes.Skills and Qualifications
Possess a solid foundation in statistics and practical experience with statistical software such as Excel. Knowledge of MSOffice, high focus on excel: pivot tables, XLOOKUP's, reconciliations, etc.)Meticulously review and validate data reports to ensure accuracy and integrity, demonstrating exceptional attention todetail and strong organizational skills in managing multiple data sources and reporting requirements.Capable of critically evaluating data to derive meaningful, actionable insights.Demonstrate superior communication and presentation capabilities, adept at simplifying complex data insights for audiences without a technical background.A bachelor's degree in Computer Science, Information Management, Statistics, or a comparable discipline is required, withprior experience in data analysis or a related field being advantageous.Additional Requirements
Adept at report writing and presenting findingsAbility to work under pressure and meet tight deadlinesA deep understanding of the industry and business operations is a plusExperience with Salesforce preferredExperience with HealthSherpa a plusExperience with Coding plusBasic knowledge of accounting terminologyPhysical Requirements
Prolong sittingStand/walk/bendAbility to lift up to 25 pounds
Work Information
Office Location: 10900 Corporate Center Drive, Houston, TX 77041
Hours: Monday - Friday, 8:00am - 5:00pm
Status: Full Time Employee
Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers to provide our partners and
clients with a broad and competitive portfolio of Insurance Options. We have over 20 years of experience in Insurance marketing
while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products. The foundation of the
company and its employees lies in our core values: customer service, integrity, compassion, tenacity, & being a team player.
Job Summary
The Data Reporting Analyst is responsible for overseeing our data systems and reporting frameworks, guaranteeing the integrity
and precision of data. The ideal candidate will transform raw data into structured information, which will then be analyzed to
glean insights that drive strategic business decisions. This position encompasses a comprehensive analysis lifecycle, covering
requirement gathering, activity execution, and design planning. Data Reporting Analyst are tasked with enhancing analytical and
reporting functions, as well as supervising performance and quality assurance processes to pinpoint areas for enhancement. This position requires the successful candidate to be onsite for training and onboarding, and then can be a hybrid role afterwards.
Roles and Responsibilities
Gather data from primary and secondary sources, ensuring the upkeep of databases and data systems.Detect, examine, and decode trends or patterns within intricate datasets.Cleanse data and scrutinize computer-generated reports and outputs to identify and rectify coding errors.Coordinate with management to align business and informational priorities.Identify opportunities for process enhancements.Employ statistical techniques to scrutinize data and produce actionable business insights.Collaborate with the management team to determine and rank the needs of different business units.Develop data dashboards, charts, and visual aids to support decision-making across departments.Convey insights through reports.Engage with managers from various departments to specify data requirements for analysis projects tailored to their uniquebusiness processes.Skills and Qualifications
Possess a solid foundation in statistics and practical experience with statistical software such as Excel. Knowledge of MSOffice, high focus on excel: pivot tables, XLOOKUP's, reconciliations, etc.)Meticulously review and validate data reports to ensure accuracy and integrity, demonstrating exceptional attention todetail and strong organizational skills in managing multiple data sources and reporting requirements.Capable of critically evaluating data to derive meaningful, actionable insights.Demonstrate superior communication and presentation capabilities, adept at simplifying complex data insights for audiences without a technical background.A bachelor's degree in Computer Science, Information Management, Statistics, or a comparable discipline is required, withprior experience in data analysis or a related field being advantageous.Additional Requirements
Adept at report writing and presenting findingsAbility to work under pressure and meet tight deadlinesA deep understanding of the industry and business operations is a plusExperience with Salesforce preferredExperience with HealthSherpa a plusExperience with Coding plusBasic knowledge of accounting terminologyPhysical Requirements
Prolong sittingStand/walk/bendAbility to lift up to 25 pounds
Work Information
Office Location: 10900 Corporate Center Drive, Houston, TX 77041
Hours: Monday - Friday, 8:00am - 5:00pm
Status: Full Time Employee