What are the responsibilities and job description for the Reporting Analyst (Remote) position at Inspira Financial?
Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life‑changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.
Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
Reporting Analyst will deliver accurate, timely, and actionable reporting that supports business decisions and client outcomes. This role partners with internal and external stakeholders to translate business questions into clear analysis, manage a high volume of varied reporting requests, and ensure outputs are accurate, well-documented, and fit for business use. The ideal candidate is energized by solving diverse data problems, communicates proactively, treats data quality and privacy as non-negotiable, and brings a service-oriented mindset to supporting stakeholders and teammates.
Ad hoc reporting
Education & Experience:
$68,000-$89,000 per year
Pay Range
$68,000-$89,000 per year
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life‑changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.
Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
We have been recognized for our remarkable growth on lists such as Crain's Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer awards.
Job Summary & Responsibilities
Reporting Analyst will deliver accurate, timely, and actionable reporting that supports business decisions and client outcomes. This role partners with internal and external stakeholders to translate business questions into clear analysis, manage a high volume of varied reporting requests, and ensure outputs are accurate, well-documented, and fit for business use. The ideal candidate is energized by solving diverse data problems, communicates proactively, treats data quality and privacy as non-negotiable, and brings a service-oriented mindset to supporting stakeholders and teammates.
Ad hoc reporting
- Respond to ad hoc data requests from stakeholders, translating business questions into clean, accurate analysis with appropriate context
- Receive, triage, and fulfill the ad hoc requests within established SLA targets
- Maintain a request queue, communicate status proactively, and flag capacity conflicts during peak periods
- Identify recurring ad hoc requests and escalate candidates for automation or standard report development
- Handle sensitive data, including PHI and/or PII, in accordance with company policies, privacy standards, and applicable regulatory requirements
- Perform data validation, reconciliation, and quality checks to ensure outputs are accurate, complete, and fit for business use.
- Monitor re-run rates and analyze root causes; partner with the data visualization team to close self service reporting gaps that drive ad hoc volume
- Document report specifications, data dictionaries, and business logic for all standard and recurring outputs
- Contribute to data catalog initiatives
- Write production-quality SQL to extract, transform, and validate data from multiple sources
- Use Python for data wrangling, automation of recurring processes, statistical analysis, and lightweight tooling
- Maintain a personal queue of both ad hoc and recurring work, managing competing priorities transparently and proactively
- Document your work — queries, logic, and outputs — so your analyses are reproducible and your teammates aren't starting from scratch
- Build and maintain a library of parameterized report templates to reduce per-request development time
Education & Experience:
- 2 -5 years experience in a reporting analyst role, ideally in a client-facing or multi-stakeholder environment in financial services or healthcare
- Experience managing a high volume, varied requests across multiple stakeholder types
- Bachelor’s Degree in Data Analytics, Information Systems, Statistics, Mathematics, Computer Science, Engineering, Data Science, or similar
- Strong, production-quality SQL – experience with complex joins and query optimization
- Proficiency in Python for data manipulation, automation, and analysis
- Use request management tools to track intake, prioritization, status, SLAs and delivery history
- Clear written and verbal communication
- Ability to prioritize under deadline pressure
- High attention to detail and built-in instinct to QA your own work
- Familiarity with data warehouse environments (Snowflake, BigQuery)
- Familiarity with AI-assisted coding or analytics tools, such as Claude Code, GitHub Copilot, or similar
- Experience with Git Repo or similar
- Experience with BI platforms (Tableau, Power BI, Looker)
- Ability to collaborate with data engineering, data visualization, product, operations, compliance, or account management as appropriate
- Exposure to account management, financial services, and/or healthcare
$68,000-$89,000 per year
Pay Range
$68,000-$89,000 per year
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Compensation & Benefits
The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.
Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
Salary : $68,000 - $89,000