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Senior Reporting Specialist

Company: Wespath
Location: Glenview
Posted on: November 17, 2021

Job Description:

Senior Reporting SpecialistLocation:1901 Chestnut AveGlenview, Illinois, 60025United States Category:Benefit PlansDate Needed by:1/3/2022Primary Duties and Responsibilities: Wespath Benefits and Investments,recognized as a 2017-2021 Chicago's Best and Brightest Companies to Work Forand a 2018-2020 National Best and Brightest Companies to Work For, has anopportunity for a Senior Reporting Specialist role.As a Senior Reporting Specialistyou will support our Benefit Plans department in the compilation and analysis ofdata by providing tracking towards key goals or metrics, developingreports for both internal and external audiences, and being a subject matterexpert on vendor tools including our health data warehouse. You will also contribute to increasingdepartmental efficiency via your technical expertise in data manipulation andvarious applications.More specifically, you will have theopportunity to:Work with stakeholders to develop requirements for any reports, exhibits or data sets that need to be produced.Create weekly/monthly/quarterly dashboards from internal and vendor systems for our Health/Welfare department and Retirement department.Prepare annual benefit plan reports for external audiences: Leverage vendor reports for ongoing execution and enhancements; Compile data from multiple sources and manipulate to complete calculations and gather reporting information; Program various tools (e.g., Word, Excel, Power Bi) to output the desired reports; Collaborate with other Benefit Plans stakeholders and Communications on the design and content of the deliverable.Develop technical and subject matter expertise for vendor applications, health data warehouse and internal Wespath systems.Support health plan impact analyses (wellness program impacts, cohort analyses, targeted research) by developing metrics, datasets, dashboards and reports as plete recurring reports for plan management and other tracking such as HSA reporting and AE Reporting; Progress towards organizational or departmental goals; Plan reporting on financial and participant information; Reporting based on financial trends or statuses of customer groups; Welfare quarterly plete risk reporting and development of risk dashboard metrics and associated deliverables.Build ad-hoc reporting capabilities that can be leveraged as dictated by market environment and health conditions.Apply technical expertise in vendor applications, Wespath systems and Microsoft applications to help the Benefit Plans department to efficiently fulfil its responsibilities.Create, manage and utilize distribution lists for purposes of plan eligibility, reporting, targeted communications and maintaining plan sponsor relationships. Minimum Requirements/Qualifications:Bachelors' degree in business, finance, accounting, mathematics, statistics or economics, related discipline, or equivalent work experience.2 years of experience in data management/manipulation and data warehousing or database experience, preferably in the financial services, retirement or health benefits industry.Demonstrated experience with data manipulation and the setup and use of database systems.Expert proficiency with Excel and Word.Advanced proficiency with Access, SQL, or other database tools.PreferredRequirements/Qualifications:Data Visualization Experience - Able to use visual elements like charts, graphs, and maps to provide an accessible way to see trends and communicate data.Proficiency in programing Visual Basic for Applications (VBA).Experience with and understanding of retirement, health and welfare plan data.Wespath Benefits and Investments is an Equal Opportunity Employer and does not discriminate in hiring.PDN-94928c4a-c8d6-49cf-83e3-6557bdfc38acby Jobble

Keywords: Wespath, Glenview , Senior Reporting Specialist, Advertising , Glenview, Illinois

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