Pinecrest Family Office
Data Operations Analyst
About Pinecrest Consulting:
At Pinecrest Consulting, we're more than just a team; we're a community. Recently ranked the #1 Top Workplaces among small businesses by the Dallas Morning News, we pride ourselves on a culture that fosters growth, innovation, and a deep sense of commitment to our clients. We are seeking a talented Data Operations Analyst to join our all-star team and contribute to our ongoing success.
About the Role: As a Data Operations Analyst at Pinecrest Consulting, your primary role is to collect, clean, and organize data from multiple internal systems, and support reporting, automation, and process optimization across the organization. You will be responsible for creating visual dashboards, maintaining business review reports, and analyzing key trends that inform client and business decisions. Your role will also involve collaborating across teams to ensure data accuracy, streamline operations, and support efficiency through automation tools. This role is perfect for someone who is highly analytical, detail-oriented, and passionate about using data to drive impact.
What You’ll Do
Collect, clean, and organize data from multiple internal systems (Ease, CRM, carrier reports, and internal tools).
Build and maintain monthly business review (MBR) reports tracking participation, engagement, renewals, and retention.
Create visual dashboards and presentation decks that clearly communicate key performance insights.
Analyze trends, risks, and opportunities to support business and client decisions.
Automate and streamline recurring data processes using AI tools, formulas, or scripts.
Collaborate with Account Management, Renewals, and Operations teams to align on KPIs and maintain data accuracy.
Proactively identify data issues, recommend solutions, and improve efficiency in reporting workflows.
Ensure smooth and effective data management from start to finish, setting high standards for accuracy, timeliness, and efficiency in all documentation and reporting.
What We’re Looking For
2–4 years of experience in data analytics, reporting, or business intelligence.
Advanced proficiency in Excel or Google Sheets (pivot tables, formulas, lookups, data validation).
Strong data visualization skills using Power BI, Tableau, or Google Data Studio.
Proven attention to detail and ability to manage data accuracy across large datasets.
Proactive, solution-oriented mindset with a focus on process improvement.
Strong communication skills — able to explain data clearly to non-technical audiences.
Team player who collaborates effectively across departments.
Curiosity and enthusiasm for AI tools and automation that enhance efficiency and insights.
Bonus Points If You Have:
Experience in healthcare, insurance, or benefits administration.
Familiarity with Monday.com or Salesforce.
Basic SQL or scripting experience for data automation.
Understanding of participation, engagement, and renewal KPIs.
Why Join Pinecrest Consulting?
Step into a vibrant, community-driven culture where your contributions truly make a difference.
Unlock unparalleled opportunities for professional growth and advancement in an ever-evolving industry.
Enjoy a highly competitive compensation package paired with outstanding benefits designed to support your success.
Experience our 'Work Hard, Play Hard' culture that champions both productivity and celebration, ensuring a balanced and fulfilling work life.
Join a company celebrated for fostering an exceptional workplace environment that inspires innovation and collaboration.
Apply Now If you're passionate about data and looking for a rewarding career in a top-rated company, we would love to hear from you! Click "Apply" to submit your resume and cover letter.
#J-18808-Ljbffr
About the Role: As a Data Operations Analyst at Pinecrest Consulting, your primary role is to collect, clean, and organize data from multiple internal systems, and support reporting, automation, and process optimization across the organization. You will be responsible for creating visual dashboards, maintaining business review reports, and analyzing key trends that inform client and business decisions. Your role will also involve collaborating across teams to ensure data accuracy, streamline operations, and support efficiency through automation tools. This role is perfect for someone who is highly analytical, detail-oriented, and passionate about using data to drive impact.
What You’ll Do
Collect, clean, and organize data from multiple internal systems (Ease, CRM, carrier reports, and internal tools).
Build and maintain monthly business review (MBR) reports tracking participation, engagement, renewals, and retention.
Create visual dashboards and presentation decks that clearly communicate key performance insights.
Analyze trends, risks, and opportunities to support business and client decisions.
Automate and streamline recurring data processes using AI tools, formulas, or scripts.
Collaborate with Account Management, Renewals, and Operations teams to align on KPIs and maintain data accuracy.
Proactively identify data issues, recommend solutions, and improve efficiency in reporting workflows.
Ensure smooth and effective data management from start to finish, setting high standards for accuracy, timeliness, and efficiency in all documentation and reporting.
What We’re Looking For
2–4 years of experience in data analytics, reporting, or business intelligence.
Advanced proficiency in Excel or Google Sheets (pivot tables, formulas, lookups, data validation).
Strong data visualization skills using Power BI, Tableau, or Google Data Studio.
Proven attention to detail and ability to manage data accuracy across large datasets.
Proactive, solution-oriented mindset with a focus on process improvement.
Strong communication skills — able to explain data clearly to non-technical audiences.
Team player who collaborates effectively across departments.
Curiosity and enthusiasm for AI tools and automation that enhance efficiency and insights.
Bonus Points If You Have:
Experience in healthcare, insurance, or benefits administration.
Familiarity with Monday.com or Salesforce.
Basic SQL or scripting experience for data automation.
Understanding of participation, engagement, and renewal KPIs.
Why Join Pinecrest Consulting?
Step into a vibrant, community-driven culture where your contributions truly make a difference.
Unlock unparalleled opportunities for professional growth and advancement in an ever-evolving industry.
Enjoy a highly competitive compensation package paired with outstanding benefits designed to support your success.
Experience our 'Work Hard, Play Hard' culture that champions both productivity and celebration, ensuring a balanced and fulfilling work life.
Join a company celebrated for fostering an exceptional workplace environment that inspires innovation and collaboration.
Apply Now If you're passionate about data and looking for a rewarding career in a top-rated company, we would love to hear from you! Click "Apply" to submit your resume and cover letter.
#J-18808-Ljbffr