FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
The Business Intelligence Analyst ensures the integrity, consistency, and scalability of FuturePlan’s data and reporting, and provides insightful analysis to support executive leadership’s decision making. This role designs and develops reporting, dashboards, interprets data, analyzes results, evaluates, and improves business processes, and aligns all tactical and strategic priorities with leadership initiatives. This role will work closely with a variety of people within the business inclusive of Service, Operations, IT, Finance, Marketing, Sales, and Strategy. A subject matter expert, the Business Intelligence Analyst is responsible for supporting the goals and objectives of the FuturePlan Leadership team through management, customization, development, implementation, and training related to business processes, reporting, analysis, and tools. The Analyst conducts highly complex work, unsupervised and with extensive latitude for independent judgement.
Section 2: Job Functions, Essential Duties and Responsibilities
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- Design actionable reporting tools that enable FuturePlan leaders to make data driven decisions
- Produce sound analysis from large raw data sets to support leadership to drive tactical and strategic departmental objectives and partnership decisions
- Communicate analysis and key findings to leaders clearly, concisely, and timely
- Collaborate with stakeholders to clarify, prioritize, and validate project requirements and business objectives
- Responsible for understanding incentive compensation plans and monthly incentive compensation processing
- Serve as a conduit/broker for cross-functional collaboration and knowledge sharing
- Conduct a variety of ad-hoc analysis based on business needs
- Establish and maintain data governance processes and strategies to minimize data integrity and business risk
- Report data using SiSense, Excel, Power BI, or other tools in an Enterprise Data Warehouse environment
- Monitor data quality within all related databases, and correct as needed to ensure continuous data quality
- Evaluate ways to improve processes to streamline data delivery
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
Section 3: Experience, Skills, Knowledge Requirements
- Bachelor’s Degree or relevant work experience
- Minimum 5 years analyst experience with data analysis or support, financial analysis, econometrics, or statistics
- Strong Excel skills
- Requires specialized skill set.
- Basic knowledge of SQL Data and working with tables/views/queries.
- Excellent analytical skills. Demonstrated ability to analyze large volumes of raw data, draw conclusions, and develops actionable recommendations.
- Intellectual curiosity, and the use of creative solutions and critical thinking to arrive at solutions are a must.
- Strong organizational skills and attention to detail
- History of balancing multiple time-sensitive priorities simultaneously with the ability to adapt to the changing needs of the business while meeting deadlines
- Excellent verbal and written communication skills with the ability to effectively interact with and present to directors and VPs
- Proven ability to build and maintain strong cross functional relationships
- Self-starter with ability to work independently
- Proficient in Microsoft Office applications
- CRM and Power BI or business intelligence tool experience
For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
