Jr. Business Analyst

Appone; Woodbury (NJ); Remote; USD 55,000 - 75,000; Full time

Job summary

Vanguard is seeking a Junior Business Analyst to support reporting, data analysis, and operational processes. The role focuses on bordereaux reporting, collections tracking, and Lloyd's DOI CAT reporting to ensure regulatory data integrity.

You will collaborate with Finance, Operations, and IT, using Excel (VBA/macros, pivots) and SQL to deliver ad hoc and scheduled reports, monitor data quality, and assist with SOC1/SOC2 control evidence and remediation tracking. Remote work option available.

Qualifications

• Strong proficiency in Excel with VBA/macros, pivots, and advanced formulas.
• Experience in data analysis and reporting within a data-driven environment.
• Attention to detail and accuracy in data handling and reporting.
• Effective written and verbal communication across finance, operations, and IT.
• Working knowledge of SQL or data querying tools.

Responsibilities

• Prepare, validate, and deliver bordereaux reports and data requests.
• Assist with collections tracking and follow-up reporting with Finance and Operations.
• Support Lloyd's DOI CAT reporting ensuring regulatory compliance and data integrity.
• Generate and distribute ad hoc and scheduled reports for clients and internal teams.
• Automate reporting using Excel to improve efficiency and accuracy.
• Maintain and query databases to extract actionable data.
• Review data for inconsistencies and resolve issues.
• Support SOC1 and SOC2 control documentation and testing, including evidence.
• Assist in remediation tracking for identified control gaps.
• Validate data lineage from source systems to reports for audit traceability.

Skills

Excel (VBA/macros)

Data analysis

Attention to detail

Communication skills

SQL knowledge

Tools

Excel

SQL

Job description

About the Organization Vanguard, founded in 1997 solely as an independent adjusting firm, today serves not only as an adjusting firm but third-party administrator and catastrophe claim unit. With growing influence in London, we increasingly became one of London's largest independent adjusting and TPA firm. We have handled first party property and casualty claims for both the domestic and London market for over 20 years and believe it is our superior investigative and reporting techniques delivered by our highly seasoned staff that sets us apart. It is our moto that EVERY CLAIM COUNTS.

Position Jr. Business Analyst

Description

The Junior Business Analyst supports reporting, data analysis, and operational processes across the organization. This role is responsible for delivering accurate bordereaux reporting, assisting with collections tracking, and preparing regulatory and ad hoc reports, including Lloyd's DOI CAT reporting. This role also supports internal control monitoring, audit readiness activities, and documentation processes required for SOC 1 and SOC 2 compliance. The Junior Business Analyst works closely with Finance, Operations, and IT to ensure data accuracy, timely reporting, and effective system monitoring.

This position is ideal for a detail-oriented professional with strong Excel skills who is looking to grow within a data-driven business environment.

Job Requirements

• Prepare, validate, and deliver bordereaux reports, including fielding internal and external data requests and querying data sources as needed.
• Assist with collections tracking and follow-up reporting, partnering with Finance and Operations to monitor outstanding balances.
• Prepare and support Lloyd's DOI CAT reporting, ensuring regulatory compliance and data integrity.
• Generate and distribute ad hoc and scheduled reports to support client and internal business needs.
• Utilize Excel (including VBA/macros, pivot tables, and advanced formulas) to automate reporting and improve efficiency.
• Maintain and query databases to extract accurate and actionable data.
• Review data for inconsistencies, errors, or discrepancies and proactively resolve issues.
• Support documentation and testing related to SOC1 and SOC2 controls, including maintaining evidence of control performance.
• Assist with remediation tracking for identified control gaps.
• Validate data lineage from source systems to reports to support audit traceability.
• Support cross-functional teams with data analysis and reporting requests.
• Ensure all reporting and data handling align with internal controls and compliance standards.
• Assist in documenting process workflows and identifying key control points related to financial and operational reporting.
• Perform additional duties as assigned to support operational and reporting objectives.

Position Requirements

• 1–3 years of experience in a reporting, financial, or analyst support role.
• Strong proficiency in Microsoft Excel, including VBA/macros, pivot tables, and advanced reporting functions.
• Working knowledge of SQL or data querying tools preferred.
• Basic understanding of internal controls, SOC1 and SOC2 frameworks preferred.
• Strong attention to detail and commitment to data accuracy.
• Ability to manage multiple reporting deadlines in a fast-paced environment.
• Solid analytical and problem-solving skills.
• Effective written and verbal communication skills.
• Ability to follow structured change management processes.
• Basic understanding of risk assessment concepts preferred.
• Ability to collaborate across Finance, Operations, and IT teams.
• Basic understanding of financial reporting and regulatory reporting requirements preferred.

Location Headquarters- Remote

EOE Statement Vanguard is committed to a diverse and inclusive workplace. Vanguard is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status.

This position is currently accepting applications.