Reporting & KPI Analyst

Ascensus; Dresher (Montgomery County); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm located in the United States is seeking a Reporting & KPI Analyst to monitor, analyze, and report on key performance indicators to support data-driven decision-making. This role will develop and maintain performance dashboards, generate insights, and collaborate with cross-functional teams. Ideal candidates should have a bachelor's degree in a related field and at least 2 years of experience in data analysis. Proficiency in data visualization tools like Power BI and Tableau is essential.

Qualifications

• Bachelor’s degree in business, Statistics, Data Analytics, or a related field.
• 2+ years of experience in a data analysis or reporting role.
• Proficiency in data visualization and reporting tools.

Responsibilities

• Gather, process, and analyze data from various sources.
• Track and report on KPIs regularly, identifying areas of concern.
• Create and maintain dashboards and visualizations for presenting KPIs.

Skills

Data analysis

KPI frameworks

Problem-solving

Attention to detail

Communication skills

Education

Bachelor’s degree in business or related field

Tools

Power BI

Tableau

SQL

Excel

Python

R

Job description

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.

The Reporting & KPI Analyst will play a key role in monitoring, analyzing, and reporting on the organization’s key performance indicators (KPIs) to support data‑driven decision‑making. This individual will be responsible for developing and maintaining performance dashboards, generating insights, and creating standardized reports to help stakeholders understand trends and measure progress against targets. This role ensures data integrity, timely reporting, and the accuracy of various performance indicators. The Reporting and KPI analyst will also collaborate with cross‑functional teams to provide clear insights that support strategic decision‑making.

Responsibilities

• Data Collection & Analysis: Gather, process, and analyze data from various sources to produce insights on KPIs and performance metrics.
• KPI Monitoring: Track and report on KPIs regularly, highlighting variances from targets and identifying areas of opportunity or concern.
• Reporting & Dashboard Development: Create, maintain, and improve dashboards, scorecards, and visualizations that present KPIs and trends in a clear, actionable format.
• Collaborative Insights: Work closely with cross‑functional teams (e.g., Consulting, Client Services, Accounting, Plan Administration, Operations) to understand their KPI needs and provide insights to guide strategic decisions.
• Data Quality Assurance: Ensure accuracy, consistency, and reliability of data by conducting regular audits and identifying potential data quality issues.
• Performance Evaluation: Analyze performance against benchmarks, forecasting future performance trends, and providing recommendations for improvement.
• Process Improvement: Identify and implement process improvements to streamline reporting, enhance data accuracy, and improve KPI tracking systems.
• Documentation & Training: Document reporting processes and provide training to users on accessing and interpreting reports.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Our I‑Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day‑to‑day basis showing your support of our organizational culture.

Qualifications

• Bachelor’s degree in business, Statistics, Data Analytics, Information Systems, or a related field.
• Strong understanding of KPI frameworks, data analytics, and business intelligence.
• Excellent analytical and problem‑solving skills with strong attention to detail.
• Effective communication skills to present findings clearly to non‑technical stakeholders.
• 2+ years of experience in a data analysis or reporting role.
• Proficiency in data visualization tools (e.g., Power BI, Tableau) and reporting tools (e.g., SQL, Excel).
• Knowledge of statistical analysis and data modeling is a plus.
• Experience in a similar industry or domain (e.g., finance, e‑commerce, healthcare).
• Familiarity with ERP or CRM systems and data extraction processes.
• Experience with scripting or programming languages like Python or R.

We are proud to be an Equal Opportunity Employer.