Data Analyst

Job Description

Job Description

Position Summary:

Prestige Trucking Insurance is seeking a detail-oriented and analytical Data Analyst to support data-driven decision-making across the organization. This role is responsible for collecting, analyzing, validating, and reporting data from multiple business systems to deliver accurate insights that support operations, finance, underwriting, and leadership initiatives. The Data Analyst works closely with cross-functional stakeholders to ensure data integrity, create actionable reports and dashboards, and identify trends, risks, and opportunities that improve business performance. The ideal candidate brings strong analytical skills, technical proficiency, and a disciplined approach to data accuracy and continuous improvement.

Essential Duties and Responsibilities:

• Collect, clean, validate, and analyze data from multiple internal systems to ensure accuracy, consistency, and usability

• Develop and maintain recurring and ad-hoc reports, dashboards, and data visualizations for leadership and business teams

• Analyze business performance metrics, trends, variances, and KPIs to support strategic and operational decision-making

• Partner with finance, accounting, operations, underwriting, and leadership to understand data needs and translate business questions into analytical solutions

• Ensure data integrity through ongoing reconciliation, validation checks, and documentation of data sources and methodologies

• Support budgeting, forecasting, and financial analysis by providing accurate historical data and analytical insights

• Assist with audit and compliance support by preparing data extracts, reports, and supporting documentation as needed

• Identify data anomalies, inconsistencies, or gaps and work with system owners to resolve issues

• Standardize reporting processes and documentation to ensure consistency and scalability across the organization

• Collaborate with IT to support data integrations, system enhancements, and reporting tool optimization

• Develop and maintain data definitions, metrics documentation, and reporting guidelines

• Proactively identify opportunities to improve reporting efficiency, automation, and data quality

Knowledge / Skills / Abilities (KSA’s):

• Analytical & Problem-Solving Skills – Ability to analyze complex datasets, identify trends, variances, and anomalies, and translate findings into clear, actionable business insights.

• Business & Financial Acumen – Understanding of how data relates to financial performance, insurance operations, and business drivers, with the ability to support decision-making through meaningful analysis.

• Data Accuracy & Integrity – Strong attention to detail and commitment to ensuring data consistency, accuracy, validation, and proper documentation across reports and systems.

• Technical & Systems Proficiency – Ability to use data analysis tools, reporting platforms, spreadsheets, and databases effectively to extract, analyze, and present data while supporting data integrity and controls.

• Communication Skills – Ability to clearly present data findings to both technical and non-technical stakeholders through written reports, dashboards, and verbal explanations.

• Cross-Functional Collaboration Ability – Ability to work effectively with finance, accounting, operations, IT, and leadership to understand requirements and deliver reliable analytical solutions.

• Organizational & Time Management Skills – Ability to manage multiple reporting priorities, meet deadlines, and maintain accuracy in a fast-paced, deadline-driven environment.

• Confidentiality & Professionalism – Demonstrated ability to handle sensitive financial, operational, and business data with discretion and professionalism.

• Process Improvement & Initiative – Ability to identify opportunities to streamline reporting, improve data quality, and enhance efficiency through automation and standardization.

Minimum Qualifications:

Required

• Bachelor’s degree in Data Analytics, Finance, Accounting, Business, Information Systems, Statistics, Mathematics, or a related field

• 3–5 years of professional experience in a data analysis, reporting, or business intelligence role

• Strong analytical skills with demonstrated experience collecting, validating, and analyzing large datasets

• Proficiency in advanced Excel (pivot tables, lookups, formulas) and data analysis techniques

• Experience developing recurring and ad-hoc reports, dashboards, and performance metrics

• Strong understanding of data integrity, reconciliation, and quality control practices

• Ability to translate business questions into data-driven insights and clear analytical outputs

• Experience working cross-functionally with finance, accounting, operations, and leadership

• Working knowledge of SQL, database querying, or data warehouse environments

• Strong written and verbal communication skills with the ability to present data to non-technical audiences

• High level of attention to detail, accuracy, confidentiality, and professionalism

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Preferred

• Master’s Degree in related discipline

• Industry certifications

• Experience in the insurance industry, preferably trucking or commercial insurance

• Experience supporting financial reporting, budgeting, forecasting, or operational analytics

• Familiarity with accounting or financial data structures, including general ledger and operational metrics

• Proficiency with data visualization and reporting tools (e.g., Power BI, Tableau, or similar)

• Experience working with ERP, accounting, CRM, or agency management systems (Salesforce, NowCerts, or similar)

• Working knowledge of Python or other coding languages

• Experience supporting audits, regulatory reporting, or compliance-driven data requests

• Demonstrated experience with reporting automation and process improvement initiatives

Physical Demands and Work Environment:

• Office-based with standard business hours

• Moderate noise level typical of a professional office environment

• Occasional extended hours during reporting cycles, audits, or system implementations

• Limited travel may be required for meetings or cross-functional initiatives