Reporting & Data Analyst 1

Primerica is a recognized workplace known for its commitment to diversity and employee satisfaction. They are seeking a Reporting & Data Analyst to join their Compliance Data Team, responsible for creating and maintaining management reports, ensuring data accuracy, and facilitating communication between business units and IT teams. Responsibilities Generate and analyze Life & Securities Surveillance reports covering agent activity, life insurance policies, mutual funds, annuities, and managed account transactions Identify and develop new reports or update existing ones based on evolving regulatory requirements and business needs Ensure data accuracy and validate the integrity of reports and underlying information Communicate key findings, trends, and issues to senior management identified during report analysis Prepare and deliver reports, presentations, and briefings for senior leadership as needed Maintain comprehensive knowledge of company products, policies, regulatory updates, and areas of regulatory risk Protect the company's authority to do business by complying with legal and ethical standards, policies and procedures Publish organizational bulletins and manage content distribution. Responsible for processing and coordinating web publishing requests Administer system access by granting and revoking user permissions. Manage and maintain Level 88 administration tasks Handle and process BISO-related requests Communicate effectively with both internal teams and external stakeholders Collaborate with cross-functional departments on compliance initiatives and surveillance reporting Troubleshoot reporting issues and provide support to team members as needed Perform User Acceptance Testing (UAT) to ensure applications meet business and user requirements Develop and maintain documentation for procedures, report criteria, testing, and validation processes Skills 1 – 3 years of experience as a Business Analyst or Data Analyst Foundational knowledge of SQL, database design, Microsoft Access, and Excel, including experience creating tables, queries, forms, and reports; familiarity with VBA is a plus Bachelor's degree in Business, Information Systems, or a related field, or equivalent professional experience Proven ability to collaborate effectively with programmers, coordinators, technical support teams, management, and third-party vendors Strong written and verbal communication skills Excellent organizational and time management skills, with the ability to work independently and manage multiple tasks, projects, and systems simultaneously Series 6, Series 26, and Series 65 licenses are a plus Knowledge of Primerica sales force a plus Proficient in MS Office PowerBI experience is desired Benefits Day one health, dental, and vision insurance 401(k) Plan with competitive employer match Vacation, sick, holiday and volunteer time off Life and disability insurance Flexible Spending Account & Health Savings Account Professional development Tuition reimbursement Company-sponsored social and philanthropy events Company Overview Primerica is a financial services company that offers financial education, products, and services to their clients. It was founded in 1977, and is headquartered in Duluth, Georgia, USA, with a workforce of 1001-5000 employees. Its website is https//www.primerica.com. Apply To This Job