Strategic BI Analyst for Executive Insights

Idea Insurance Agency; Orlando (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

IDEA Insurance Agency is seeking a highly analytical and results-driven Business Analyst to support our Executive Team. This on-site role will drive strategic initiatives, improve operational efficiency, and deliver executive-level insights through data analysis and reporting.

Develop and maintain executive dashboards, analyze performance, and build reports for leadership. You will lead cross-functional projects and create forecasting models for revenue, staffing, and operations in the Greater

Qualifications

• Bachelor's degree in a related field.
• Minimum 3 years of experience in Business Analysis or BI.
• Advanced proficiency in Excel (Pivot Tables, Power Query, XLOOKUP).
• Experience with Power BI or Tableau.

Responsibilities

• Develop and maintain executive dashboards and KPI reports.
• Analyze business performance and identify growth and cost-savings opportunities.
• Build reports and presentations for executive leadership.
• Lead cross-functional projects and process improvement initiatives.
• Monitor departmental metrics and recommend data-driven solutions.
• Create forecasting models for revenue, staffing, and operations.

Skills

Analytical mindset

Executive reporting

Multitasking in fast-paced environment

Communication skills

Education

Bachelor's degree in Business Administration, Finance, Economics, Data Analytics, or related field

Tools

Power BI

Tableau

Excel

Job description

IDEA Insurance Agency is seeking a highly analytical and results-driven Business Analyst to support our Executive Team. This on-site role will drive strategic initiatives, improve operational efficiency, and deliver executive-level insights through data analysis and reporting.

Develop and maintain executive dashboards, analyze performance, and build reports for leadership. You will lead cross-functional projects and create forecasting models for revenue, staffing, and operations in the Greater