Data Analyst (*Part Time)

Apex Systems; Coppell (TX); Hybrid; USD 30,000 - 47,000; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

ESP P (ESPP)

Job summary

Everforth Apex Systems is seeking a Data Analyst for a part-time hybrid role in Coppell, TX. You will perform periodical reporting, data gathering, and daily reviews to ensure timely action on pending items, with approximately 20–25 hours per week.

The role requires attention to detail, experience with financial statements, and proficiency in Microsoft Office. You will interact with members, process financial data into AFRS, and help maintain accurate reports and trackers.

Qualifications

• Experience with financial reporting components such as income statements and balance sheets.
• Experience analyzing credit and financial statements for financial institutions.
• Proficient in Microsoft Office, especially Outlook, Word and Excel.

Responsibilities

• Monitor and process receipt of financials; communicate with members about missing reports and extensions, waivers, or fines.
• Enter financial data into the Automated Financial Reporting System (AFRS) and track through approvals.
• Oversee production and review of daily surveillance emails and related workflows.
• Conduct daily reviews for items requiring same-day action.
• Reconcile reporting and trackers to ensure accuracy and timeliness.
• Perform other duties as assigned.

Skills

Financial reporting

Income statements

Balance sheets

Credit analysis

Microsoft Excel

Outlook

Word

Communication

Tools

AFRS

Job description

Data Analyst (*Part Time - estimated 20/25 hours per week*)

Location: Coppell, Texas (Hybrid)

Role Overview

This role is responsible for executing periodical reporting and data gathering responsibilities. The position requires a self-starter with high attention to detail to perform daily reviews and ensure timely action on pending items. This is a hybrid role based in Texas.

Key Responsibilities

• Monitor and process the receipt of financials, including communicating with members regarding missing reports and facilitating extensions, waivers, or fines.
• Enter financial data accurately into the Automated Financial Reporting System (AFRS) and track it through the approval workflow.
• Oversee the production and review of daily surveillance emails and track related workflows to completion.
• Conduct daily reviews for items that require same-day action.
• Reconcile reporting and trackers to ensure reports are accurate and up to date.
• Perform other duties as assigned.

Required Qualifications

• Knowledge: A background in financial reporting components, including Income Statements and Balance Sheets, is necessary.
• Knowledge of credit and financial statement analysis for various financial institutions is also required.
• Proficiency in Microsoft Office applications such as Outlook, Word, and Excel is required.
• Effective communication skills are required for this role.

Everforth Apex Benefits Overview

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
• You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Equal Opportunity Employer

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

ADA Accommodation

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.