What are the responsibilities and job description for the Reporting Analyst position at Welling Young, LLC?
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
Salary : $60,000 - $65,000