Program Reporting Analyst

Overview:  

SageSure is seeking a detail-oriented and driven Program Reporting Analyst to support our Program Reporting team in delivering high-impact reporting and analytics. This role plays a key part in executing month-end program reporting processes and contributes to broader corporate financial initiatives through dashboarding, analysis, and ad hoc reporting. The Program Reporting Analyst will collaborate with cross-functional teams to prepare, analyze, and validate reports for carriers and distribution partners, ensuring accuracy and consistency across deliverables. This is an exciting opportunity to join a fast-growing, innovative company that combines the stability of a proven business model with the agility of a startup environment.

What you’d be doing:  

Carrier and Distribution Partner Reporting: 

• Analyze and validate monthly carrier and distribution partner financial data for accuracy. 

• Liaison with cross-functional team to solve reporting inefficiencies or inaccuracies. 

• Evaluate reporting processes, recommend, and implement improvements. 

• Maintain month end validation tools and update as necessary. 

• Assist in the preparation of monthly carrier and distribution partner reporting. 

• Monitor new product launches to ensure accurate inclusion in month end reporting. 

• Maintain process documentation and control narrative. 

 

Accounting and Ad-hoc Reporting, Dashboarding and Analysis: 

• Develop and maintain financial dashboards that provide real-time visibility into key performance metrics, financial performance and decision-making insights 

• Partner with data teams to ensure accuracy and consistency of financial reporting across multiple insurance products and carriers. 

• Automate recurring financial and operational reporting processes to improve speed, accuracy, and scalability. 

• Prepare reconciliations and variance analyses between policy administration systems, general ledger, and data warehouses. 

• Support month-end and quarter-end close processes by providing data extracts, reconciliations, and custom reports, as needed. 

• Collaborate with business stakeholders to translate complex financial and operational data into actionable insights. 

• Ensure compliance with accounting standards and regulatory reporting requirements while streamlining data workflows. 

 

We’re looking for someone who has: 

• 2+ years of experience in financial, operational, or regulatory reporting, preferably in insurance, finance, or accounting environments 

• Proven experience in working with large datasets, validating data accuracy, and resolving discrepancies 

• Advanced Excel skills, including use of macros, pivot tables, Power Pivot, and complex formulas 

• Strong working knowledge of SQL, Power Query, and BI/reporting tools (e.g., Power BI, Tableau, SSRS) 

• Experience with XML, Python, Amazon Redshift, and DOMO is a plus 

• Ability to gain understanding of how internal applications and related Information Technology controls support achievement of business processing objectives 

• Excellent analytical and problem-solving skills with strong attention to detail 

• Effective communication skills with the ability to interface across multiple departments and organizational levels 

• Ability to manage multiple priorities, meet tight deadlines, and operate independently 

 

Preferred Qualifications: 

• Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field. 

• Prior expos