Senior Reporting Specialist – 9281

Senior Reporting Specialist - 9281

Published: November 24, 2021
Evanston, IL
Job Type
Job ID
Yrs Exp(min)
Salary (Mid)
Matt Doman
Recruiter Phone Number
800 543-2553


Client looking to add a Sr. Reporting Specialist to help the Benefit Plans department with their reporting needs. This role will help health, welfare and retirement benefit teams in the compilation and analysis of their data by providing tracking towards key goals or metrics, developing reports for both internal and external audiences, and being a subject matter expert on vendor tools including health data warehouse.
Duties to include:
Create weekly/monthly/quarterly dashboards from internal and vendor systems for the Health/Welfare department and Retirement department.
Prepare annual benefit plan reports for external audiences by:
Leveraging vendor reports for ongoing execution and enhancements.
Compiling data from multiple sources and manipulating to complete calculations and gather reporting information.
Programming various tools (e.g., Word, Excel, Power Bi) to output the desired reports.
Collaborating with other Benefit Plans stakeholders and the Communications department on the design and content of the deliverables.
Develop technical and subject matter expertise for vendor applications, health data warehouse and internal systems.
Support health plan impact analyses (wellness program impacts, cohort analyses, targeted research) by developing metrics, datasets, dashboards and reports as needed.
Bachelors’ degree in business, finance, accounting, mathematics, statistics or economics, related discipline, or equivalent work experience.
2 years of experience in data management/manipulation and data warehousing or database experience, preferably in the financial services, retirement or health benefits industry.
Demonstrated experience with data manipulation and the setup and use of database systems.
Expert proficiency with Excel and Word.
Advanced proficiency with Access, SQL, or other database tools.
Experience with and understanding of retirement, health and welfare plan data a plus.

To apply please email: Matt Doman | 800 543-2553
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