Data Reporting Specialist

Jobtailor; Madison (WI); On-site; USD 60,000 - 85,000; Full time

Job summary

Jobtailor in Madison, WI seeks a Data Reporting Analyst to manage and fulfill reporting requests through a centralized queue, preparing monthly reports on schedule. You will leverage Excel, validate data, identify trends, and support data quality across the organization.

Collaborate with Sales, Operations, Finance and Leadership to maintain audit-ready documentation and SOP-compliant processes, ensuring accurate storage of historical reports.

Qualifications

• Advanced Excel skills (VLOOKUP, INDEX/MATCH, pivot tables, nested formulas).
• Experience analyzing and interpreting data.
• Strong attention to detail and ability to manage multiple priorities.
• Ability to meet strict reporting deadlines.
• Power BI or Python experience is a plus.
• Familiarity with Applied Systems EPIC is preferred but not required.

Responsibilities

• Manage and fulfill reporting requests through a centralized reporting queue.
• Prepare and distribute monthly recurring reports—including time-sensitive reports on the 1st, 15th, and 25th.
• Use Excel (pivot tables, formulas, filtering, etc.) to validate and manipulate data.
• Analyze reporting outputs to identify trends, inconsistencies, and opportunities for data cleansing.
• Workflow improvements.
• Training or documentation.
• Collaborate with Sales, Operations, Finance, Auditing, and Leadership.
• Maintain organized, audit-ready storage of historical reports.
• Support data quality by identifying and escalating issues within the AMS and integrated systems.
• Follow and contribute to SOPs to ensure documentation stays accurate and current.

Skills

Advanced Excel

Data analysis

Attention to detail

Deadline management

Cross-functional collaboration

Tools

Power BI

Python

Applied Systems EPIC

Job description

Responsibilities

• Manage and fulfill reporting requests through a centralized reporting queue.
• Prepare and distribute monthly recurring reports—including time‑sensitive reports on the 1st, 15th, and 25th.
• Use Excel (pivot tables, formulas, filtering, etc.) to validate and manipulate data.
• Analyze reporting outputs to identify trends, inconsistencies, and opportunities for Data cleansing.
• Workflow improvements.
• Training or documentation.
• Collaborate with Sales, Operations, Finance, Auditing, and Leadership.
• Maintain organized, audit‑ready storage of historical reports.
• Support data quality by identifying and escalating issues within the AMS and integrated systems.
• Follow and contribute to SOPs to ensure documentation stays accurate and current.

Requirements

• Advanced Excel skills (VLOOKUP, INDEX/MATCH, pivot tables, nested formulas).
• Experience analyzing and interpreting data.
• Strong attention to detail and ability to manage multiple priorities.
• Ability to meet strict reporting deadlines.
• General business understanding; insurance knowledge is helpful but not required.
• Power BI or Python experience is a plus.
• Familiarity with Applied Systems EPIC is preferred but not required.
• Occasional day travel to TRICOR locations may be required.

Core Competencies

Demonstrates advanced Excel skills, including VLOOKUP, INDEX/MATCH, and pivot tables, to analyze and manipulate data for reporting purposes. Collaborates effectively with cross-functional teams to ensure data quality and timely reporting while maintaining organized documentation.

Highest‑signal resume keywords

• Advanced Excel Skills
• Data Analysis
• Attention to Detail
• Reporting Deadline Management
• Collaboration with Cross-Functional Teams

ATS Optimization Keywords

Hard Skills

• Excel
• VLOOKUP
• INDEX/MATCH
• Pivot Tables
• Data Analysis
• Data Cleansing
• Workflow Improvements
• Reporting
• Documentation
• Data Quality

Soft Skills

• Attention to Detail
• Ability to Manage Multiple Priorities

Industry Keywords

• Reporting Requests
• Audit-Ready Storage
• SOPs
• General Business Understanding
• Insurance Knowledge

Tools & Technologies

• Power BI
• Python
• Applied Systems EPIC