Business Intelligence Analyst

What You Can Expect In This Role

Analyze, report, monitor, and ensure the accuracy of statistical data, reporting outputs, and business insights for company and agent production pertaining to sales campaigns, rewards programs, and any company-sponsored venture. Partner with key business leaders and subject matter experts (SMEs) to design and implement scorecards, metrics, and reporting solutions to enable active management of the business based upon one set of facts and support data-informed decision-making. Identify opportunities, make recommendations, and implement changes for reporting, data analysis, and reporting effectiveness.

What You'll Do In This Role

• Interact frequently with division leaders and departmental SMEs to identify opportunities for reporting enhancements and data analysis, design reports or provide report specifications to other areas as appropriate, and deliver analytical solutions for strategic use.
• Support data-informed business decision-making by translating complex data into clear insights, reporting outputs, and actionable recommendations.
• Maintain integrity, accuracy, consistency, and continuity between business intelligence reporting systems and data; understand data sources to determine how and where data can be collected; investigate available data; identify, recommend, and build sources to solve business needs (create efficiencies and opportunities).
• Collaborate with SMEs and IT teams to maintain clear metric definitions, business context, and report documentation that improve self-service reporting and help ensure consistent answers across dashboards and AI-enabled analytical experiences.
• Effectively translate and communicate analysis results, insights, and recommendations through clear narratives, data visualizations, and decision-ready reporting tailored to the audience; present findings through dashboards, presentations, collaboration tools, and verbal communication to support understanding, retention, and action.
• Monitor recurring reports and underlying data for quality, reconciliation, and unusual pattern or volume changes; support root cause analysis and corrective action to maintain trusted reporting outputs and a single source of truth.
• Perform data abstraction, cleansing, validation, modeling, interpretation, and reporting.
• Gain and maintain knowledge on how the business intelligence and reporting responsibilities relate to other key departmental and executive office functions.
• Integrate information from a variety of sources; detect trends, associations, and cause-and-effect relationships.
• Assist with cross-training objectives; keep all procedures current and well documented.
• Maintain positive relationships and act as an analytics and reporting liaison with departments such as Contracting, Commissions, New Business, and Policy Change to ensure the data received is correct and there is open communication of processes; develop an understanding of the various business processes.
• Own ongoing trust monitoring for AI-assisted reporting outputs by performing reconciliations, validating exceptions, escalating issues, and documenting feedback needed to improve metric definitions, reporting logic, and report reliability.
• Demonstrate a strong understanding of the company core values and SLS concepts on a regular basis.
• Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.

What We're Looking For

• College Degree preferably in a business-related major, or equivalent work experience Required
• Advanced SQL skills Required
• Experience with analytics platforms (e.g. Snowflake, Tableau CRM, Power BI) Preferred
• Proven ability to independently analyze statistical data and recognize consistent business trends
• Skilled in the area of research and problem solving; possess the ability to research and communicate findings
• Excellent working knowledge of Microsoft Access and Microsoft Excel, including preparing and using pivot tables, slicers, charts, and graphs
• Attention to detail and highly organized, while handling multiple projects at one time
• Excellent written and oral communication skills needed when dealing professionally with agents, RSDs, and company officers
• Ability to establish and articulate a vision, set goals, develop and execute strategies, and track/measure results
• Must exhibit a high degree of decision-making ability, use tact, and exercise good judgment
• Demonstrated persistence with a positive, results-driven, and creative attitude

Other Requirements

• Criminal background check required.

Salary Range Information

USD $62,571.00 - USD $115,871.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

What you can expect when you join Sammons Financial Group

• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Additional Information

Sammons Financial Group Is An Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA

Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact HR@sfgmembers.com or call 800-728-2987.

E-Verify

Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies

Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.