Job Responsibilities and Requirements

The Senior Business Analyst within the Customer Reporting & Analytics team is responsible for owning the intake, grooming, and translation of business-initiated reporting and analytics requests into clearly defined, actionable deliverables. This role combines deep business analysis, data understanding, and strategic thinking with practical experience in client-facing reporting, data exchange, and absence/disability administration environments to ensure solutions are aligned to business priorities, scalable, and efficiently delivered.

The role serves as a critical front door to reporting and analytics demand, ensuring requests are properly vetted, refined, prioritized, and aligned to enterprise reporting strategy while bridging business stakeholders, operations, technology partners, and where needed external clients or vendors.

Key Responsibilities

Reporting Intake & Grooming (Core Focus)

• Lead end-to-end grooming of business-initiated reporting requests, transforming loosely defined asks into structured, actionable requirements.

• Facilitate detailed intake sessions with business stakeholders, clients, or vendor partners to clarify business objectives, metrics, success criteria, dependencies, and delivery expectations.

• Assess request quality, completeness, technical feasibility, and downstream operational impact, ensuring readiness before entering development pipelines.

• Break down complex reporting needs into well-defined user stories, requirements packages, support items, or backlog entries.

• Partner with stakeholders to prioritize requests based on business value, client impact, risk, and effort.

• Surface opportunities to convert recurring requests into standardized reporting assets, self-service solutions, or reusable file/report offerings.
   

Business Analysis & Requirements Leadership

• Lead full lifecycle business analysis activities, including planning, elicitation, documentation, validation, and communication of requirements.

• Ensure clear traceability from business need to requirement definition to report solution.

• Define and document data logic, business rules, file/report specifications, and calculation methodologies for reporting solutions.

• Validate requirements with stakeholders to ensure alignment prior to development and support user acceptance testing to confirm accuracy and usability.

• Partner with production support, operations, and technical teams to investigate issues, identify trends, and recommend process or reporting improvements.

Strategic Reporting Alignment

• Translate business needs into standardized, scalable reporting solutions, minimizing one-off or redundant requests

  • Identify opportunities to: Consolidate reports, introduce reusable data assets, improve consistency in KPIs and definitions

• Align reporting requests with broader enterprise data, reporting, and governance frameworks

• Contribute to defining reporting architecture, data relationships, and cross-functional metrics alignment

Process Optimization & Delivery Efficiency

• Continuously improve the reporting intake and grooming process, driving efficiency, transparency, and quality

  • Identify trends in incoming requests to recommend: Automation opportunities and standard dashboards or self-service solutions

• Support effort estimation and cost/benefit analysis for reporting initiatives

• Ensure efficient handoff from business analysis to development teams
   

Stakeholder Engagement & Communication

• Act as the primary liaison between business stakeholders and analytics/data teams

• Communicate complex technical and data concepts in clear, business-friendly language

• Influence stakeholders to refine and prioritize requests in alignment with enterprise goals

• Drive alignment across cross-functional teams on reporting definitions and outcomes

Leadership & Mentorship

• Mentor junior analysts on best practices in requirements gathering, grooming, and reporting analysis

• Establish standards and templates for intake, documentation, and backlog management

• Contribute to building a high-performing, intake-driven analytics operating model

Required Knowledge, Skills, Abilities and/or Related Experience

• Bachelor’s degree in Business, Data Analytics, Information Technology, or related field; equivalent relevant experience may be considered.

• 5+ years of experience in business analysis, reporting, analytics, production support, or related business systems environments.

• Demonstrated experience gathering and documenting requirements for reporting solutions, data exchanges, system enhancements, or operational support needs.

• Strong experience facilitating cross-functional discussions with business, operations, and technical stakeholders.

• Experience assessing issue trends, identifying root causes, and recommending practical process improvements.

Key Skills & Competencies

• Expert-level requirements grooming and intake management.

• Strong analytical thinking with ability to translate business needs into reporting, data, or file-based solutions.

• Deep understanding of reporting logic, metrics definition, data structures, and business process dependencies.

• Ability to manage ambiguity, resolve issues, and drive clarity in loosely defined requests.

• Strong communication, presentation, and stakeholder relationship management skills.

• Experience with tools such as Excel, Tableau, service management platforms, and other reporting or workflow tools.

Preferred Qualifications

• Experience in insurance, absence management, disability administration, healthcare, or customer analytics environments.

• Experience supporting client-facing reporting, data exchange, or operational process improvement initiatives.

• Experience operating in Agile, backlog-driven, or cross-functional delivery models.

Ability to Travel: Up to 10%

 

The expected hiring range for this position is $90,270.00 - $120,500.00 annually for work performed in the primary location (Philadelphia, PA). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate’s starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can’t do this without our most important asset—you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.  

Our Benefits:

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.  For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance 
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.  As you grow with us, your PTO may increase based on your level within the company and years of service. 
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program

Our Values:

• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.

 

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