This role is responsible for delivering high-quality financial and operational reporting, advanced data analysis, and insights for Financial Services (FS) clients. This role partners closely with Client Management, Operations, Accounting, Data Analytics, FP&A and senior leadership to support strategic decision-making, client performance management, and implementation of new client and product reporting. The position plays a critical role in standardizing reporting methodologies, ensuring data integrity, analyzing financial and operational performance, and supporting large growth clients through forecasting, variance analysis, and profitability reporting. The analyst also leads the reporting workstream for client implementations and supports AI, automation, and continuous improvement initiatives. What will be my duties and responsibilities in this job? Client Partnership & Implementation Support Develop, maintain, and deliver recurring and ad-hoc financial and operational reports for forecasting, trending, and results analysis. Prepare monthly and quarterly client and product-level reporting, including premium, losses, commissions, expense allocations, and overall profitability. Analyze financial operating variances and summarize key drivers of YTD and forecasted results versus prior forecast and plan. Design, develop, and execute data queries and dashboards (primarily using SQL and Power BI), validating data accuracy for trending, forecasting, and performance analysis. Identify data discrepancies, anomalies, and reporting errors; support root cause analysis related to system, financial, or customer experience issues. Assist in the evaluation of direct and indirect expense allocations, securing justification and recommending adjustments to ensure alignment with product and client needs. Review and analyze data outputs from automation initiatives to assess performance and data quality. Coordinate setup of new BOB IDs and client structures to ensure accurate mapping of premiums, losses, and commissions. Support accounting processes related to vendor and client billing, payments, and structure maintenance requests for new or repointed products. Contribute to client presentations and executive-ready materials, translating complex financial and operational data into clear, actionable insights. Data Acquisition & Reporting Serve as the reporting liaison between Client Management, Operations Performance Management (OPM), Data Analytics, Accounting, and other SMEs. Manage the reporting workstream for new client and product implementations, including defining data requirements and coordinating inputs from third-party vendors and internal teams. Act as controller for ad-hoc data and reporting requests impacting operational and financial systems. Proactively review daily, weekly, and monthly client-facing reporting to monitor performance against SLAs, identify trends, risks, and anomalies, and escalate insights to leadership. Process Improvement & Data Governance Create and maintain standardized frameworks for client reporting requirements, methodologies, and metrics across FS. Ensure data consistency, integrity, and documentation through post-implementation audits and ongoing quality reviews. Apply process improvement principles to identify inefficiencies, recommend solutions, and assess feasibility and impact. Gather business requirements from stakeholders and translate them into scalable, high-quality reporting solutions. What are the requirements needed for this position? Bachelor’s degree preferred 2+ years of experience in data analysis, financial analysis, reporting, or a related analytical role. Experience translating data insights into business recommendations and client-ready reporting. Hands-on experience developing reports and dashboards using Power BI and querying data using SQL. Experience working with financial data, including forecasting, variance analysis, and profitability reporting, preferred. Advanced Excel skills; strong proficiency in Power BI; working knowledge of SQL. Strong analytical and problem-solving skills with advanced critical thinking capabilities. Experience working with relational databases and reporting tools. Strong attention to detail and commitment to data accuracy and quality Ability to manage multiple priorities, projects, and deadlines independently. Excellent written, verbal, and presentation skills with the ability to communicate complex information clearly to diverse audiences. Strong interpersonal skills and ability to collaborate cross-functionally. Solid documentation, time management, and organizational skills. Knowledge of requirements gathering and reporting best practices. Demonstrate excellent operational ownership, e.g. Strong internal and external collaboration Effective communication to influence without authority Exceptional training and facilitation skills Support to strengthen strong engagement of internal stakeholders, processes and systems Pay Range: $74,600.00 - $124,700.00 Any posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. If there is no posting end date listed then this is a pipeline requisition, and we will continue to collect applications on an ongoing basis. Helping People Thrive in a Connected World Connect with us. Bring us your best work and your brightest ideas. And we’ll bring you a place where you can thrive. Learn more at jobs.assurant.com. For U.S. benefit information, visit myassurantbenefits.com. For benefit information outside the U.S., please speak with your recruiter. What’s the culture like at Assurant? Our unique culture is a big reason why talented people choose Assurant. Named a Best/Great Place to Work in 14 countries and awarded the Fortune America’s Most Innovative Companies recognition, we bring together top talent around the world. Although we have a wide variety of skills and experiences, we share common characteristics that are uniquely Assurant. A passion for service. An ability to innovate in practical ways. And a willingness to take chances. We call our culture The Assurant Way. Company Overview Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world’s leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products. AI and Biometric Usage Assurant supports the responsible use of Artificial Intelligence (AI), but we want to know the real you. Visit our AI Usage Guidelines page to understand what we expect from applicants regarding their use of AI during the application process. Since we would like to know the real you, we require that all of our virtual interviews be conducted on video. Employment is contingent upon completion of a required identity verification process, which may include biometric technology, where permitted by applicable law and subject to applicable notice and consent requirements. See our Privacy Notice to learn about Assurant’s privacy practices, including our use of AI-enabled technology, automated decision making, and biometric information. Equal Opportunity Statement Assurant is an Equal Employment Opportunity employer and does not use or consider race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law in employment decisions. Job Scam Alert Please be aware that during Assurant's application process, we will never ask for personal information such as your Social Security number, bank account details, or passwords. Learn more about what to look out for and how to report a scam here. We work with the world’s top brands to make smart devices simpler. Vehicles last longer. Homes more secure. Problems easier to solve. And we volunteer in communities all over the globe to help the world become a greener, better place. We come from a variety of countries, cultures, and backgrounds. But we’re united by our enduring values of common sense, common decency, uncommon thinking, and uncommon results. So connect with us. Bring us your best work and your brightest ideas. And we’ll bring you a place where you can thrive.

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