Reporting Analytics Associate: Power BI & Excel Pro

Legatis; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Legatis, a subsidiary of Obra Capital Inc., seeks a Senior Reporting Analyst to own production of reports converting data into reliable exhibits and dashboards. You will work with the Chief Actuary, Controller, and Claims leadership, ensuring accuracy, timeliness, and professional formatting of every board or sponsor exhibit.

You will build and refresh Power BI dashboards, validate data, and automate recurring reports, playing a core production role in analytics and reporting governance.

Qualifications

• 4–7 years in a reporting, analyst, or FP&A role.
• Expert Excel: Power Query, complex formulas, structured model-building.
• Functional Power BI.
• BS. in Finance, Accounting, Actuarial Science, Math, or Statistics.
• Insurance or financial-services domain knowledge.
• Experience with insurance billing, claim data reconciliation, or claims coordination.

Responsibilities

• Own monthly and quarterly reporting packages — claims, financial, and board exhibits — end to end.
• Build, maintain, and refresh Power BI dashboards
• Validate and reconcile data: confirm every exhibit ties to source and flag discrepancies clearly
• Format board and sponsor decks to a professional standard
• Automate recurring reports using Power Query, Power BI, and Excel

Skills

Power BI

Excel

Power Query

Data validation

FP&A

Education

BS in Finance

Tools

Insurance domain knowledge

Job description

Legatis, a subsidiary of Obra Capital Inc., seeks a Senior Reporting Analyst to own production of reports converting data into reliable exhibits and dashboards. You will work with the Chief Actuary, Controller, and Claims leadership, ensuring accuracy, timeliness, and professional formatting of every board or sponsor exhibit.

You will build and refresh Power BI dashboards, validate data, and automate recurring reports, playing a core production role in analytics and reporting governance.