Business Intelligence & Finance Sr. Analyst

MASA; Fort Lauderdale (FL); Remote; USD 70,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Business Intelligence & Finance Sr. Analyst, where your analytical skills will transform data into impactful stories that drive strategic decisions. In this full-time remote role, you will collaborate with diverse teams to build a scalable performance reporting ecosystem. This position offers the opportunity to shape how performance is measured and shared across the organization, while enjoying a supportive company culture dedicated to protecting families with compassion. If you're ready to innovate and grow, we want to hear from you!

Benefits

Medical insurance

Dental insurance

Vision insurance

401(k) program with company match

Paid time off

Short-term disability insurance

Long-term disability insurance

Basic life insurance

Free MASA membership

Qualifications

• 4+ years of experience in a data or finance-heavy role.
• Expertise in Power BI and advanced Excel functionalities.
• Strong communication skills for collaboration with stakeholders.

Responsibilities

• Lead construction of sales pipeline reporting and dashboards.
• Design and automate a standardized Quarterly KPI Dashboard.
• Optimize data submission processes for timely consolidation.

Skills

Advanced Excel skills

Power BI data modeling

Data analysis

Communication skills

Collaboration skills

Data visualization

Education

Bachelor's degree in Finance

Bachelor's degree in Business Analytics

Bachelor's degree in Data Science

Tools

Power BI

Excel

Tableau

Microsoft Dynamics 365

Job description

Description

This is a full-time, remote position based in the continental United States.

Are you analytical and curious, with a knack for transforming data into meaningful stories that drive business decisions? Do you enjoy finding patterns, optimizing processes, and building reports that bring clarity and confidence to leadership teams? If this sounds like you, we’d love to meet you!

We’re looking for a Business Intelligence & Finance Sr. Analyst to join our high-performing team in the Business Division. This newly created, dual-purpose role blends core responsibilities across business intelligence and financial reporting, allowing you to shape how we understand and act on performance insights across the company.

ABOUT US

MASA has been a leader in emergency medical transportation insurance since 1974. We're not just a company – we're a close-knit team dedicated to "Protecting families with compassion when others don't." Our professional yet friendly company culture fosters collaboration, innovation, and a clear mission that resonates through every role as we support our expanding base of 2+ million members across the United States and the Caribbean. Learn more at https://www.masaaccess.com.

WHAT YOU WILL DO

Reporting to our Sr. Manager of Finance and Data Analytics, you’ll work closely with Finance, Sales Operations, and Tech teams to build a scalable performance reporting ecosystem from the ground up. It’s a high-visibility role with room to grow and a direct line to strategic decision-making.

Business Intelligence Focus

• Lead construction of sales pipeline reporting, including data modeling, Power BI dashboards, and recurring insights aligned to business KPIs.
• Manage ad hoc reporting and analysis in Power BI and Excel to support strategic decision-making.
• Leverage historical data housed in Tableau as needed to supplement pipeline forecasting.
• Partner with sales and operations teams to ensure high-quality, consistent CRM data (Dynamics 365) to support reporting needs.
• Support the development of a broader KPI suite spanning in-force performance, industry trends, and product lifecycles.

Finance Focus

• Design and automate a standardized Quarterly KPI Dashboard for executive review.
• Build and maintain a streamlined, scalable Monthly Business Review (MBR) process, transitioning from manual to repeatable reporting.
• Optimize the data submission process between segment finance teams and corporate finance to ensure accurate and timely consolidation.
• Contribute to forecasting and performance measurement projects, emphasizing clean data flows and scalable reporting templates.

WHAT YOU BRING

• Bachelor's degree in Finance, Business Analytics, Data Science, or a related field.
• 4+ years of experience in a data or finance-heavy role, preferably with exposure to both disciplines.
• Advanced Excel skills (e.g., Power Query, pivot tables, financial modeling).
• Power BI data modeling and visualization expertise, ability to translate business questions into compelling, scalable dashboards.
• Familiarity with Tableau and willingness to work with legacy reporting as needed.
• Strong communication and collaboration skills, comfortable working with both technical and non-technical stakeholders.
• Ability to work independently, juggle priorities, and thrive in a fast-paced, evolving environment.
• Experience with Microsoft Dynamics 365 CRM, familiarity with subscription-based or recurring revenue models, or exposure to financial consolidation and/or FP&A processes are a plus.

WHAT WE WILL PROVIDE YOU

• Competitive base salary, bonuses, and comprehensive employee benefits programs, including medical, dental, and vision insurance with highly rated carriers; a 401(k) program with a company match; paid time off; company-paid short-term disability, long-term disability, and basic life insurance; and a free MASA membership.
• A professional and friendly company culture that supports a clear mission: "Protecting families with compassion when others don’t."
• An opportunity to unleash your expertise and create a lasting impact on our journey of growth and success!

WHY WE THINK YOU’LL LOVE THIS OPPORTUNITY

This isn’t just a reporting role — it’s a chance to build something that drives impact at scale. You’ll shape how performance is measured and shared across the organization, support strategic decisions, and gain exposure to executive leaders. At MASA, we believe in Accountability, Compassion, Customer Service Excellence, Trust, and Teamwork — and we’re excited to welcome someone who’s energized by these values.

If you’re ready to build, innovate, and grow with us—apply now.

NOTE: Any pay range listed for this position is an estimate by the job board and may not reflect the actual compensation.

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