Reporting Analytics Specialist: Power BI & Excel Pro

Legatis; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Legatis seeks a Senior Reporting Analyst to own production reporting, validate data, and present clean, reliable exhibits for board and sponsor decisions. You will partner with leadership and leverage Power BI and Excel to automate recurring reports.

Ideal candidates have 4–7 years in reporting/FP&A, strong Excel including Power Query, and experience in insurance or financial-services domains. This is a core production role with a focus on accuracy and timeliness.

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

Excel

Power Query

Power BI

Data validation

Education

BS in Finance/Accounting/Actuarial Science/Math/Statistics

Tools

Power BI

Job description

Legatis seeks a Senior Reporting Analyst to own production reporting, validate data, and present clean, reliable exhibits for board and sponsor decisions. You will partner with leadership and leverage Power BI and Excel to automate recurring reports.

Ideal candidates have 4–7 years in reporting/FP&A, strong Excel including Power Query, and experience in insurance or financial-services domains. This is a core production role with a focus on accuracy and timeliness.