SageSure
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Program Reporting Analyst
role at
SageSure .
SageSure is seeking a detail-oriented and driven Program Reporting Analyst to support our Program Reporting team in delivering high-impact reporting and analytics. This role plays a key part in executing month-end program reporting processes and contributes to broader corporate financial initiatives through dashboarding, analysis, and ad hoc reporting. The Program Reporting Analyst will collaborate with cross-functional teams to prepare, analyze, and validate reports for carriers and distribution partners, ensuring accuracy and consistency across deliverables. This is an exciting opportunity to join a fast-growing, innovative company that combines the stability of a proven business model with the agility of a startup environment.
What you’d be doing
Carrier and Distribution Partner Reporting: Analyze and validate monthly carrier and distribution partner financial data for accuracy. Liaison with cross-functional teams to solve reporting inefficiencies or inaccuracies. Evaluate reporting processes, recommend, and implement improvements. Maintain month-end validation tools and update as necessary. Assist in the preparation of monthly carrier and distribution partner reporting. Monitor new product launches to ensure accurate inclusion in month-end reporting. Maintain process documentation and control narrative.
Accounting and Ad-hoc Reporting, Dashboarding and Analysis: Develop and maintain financial dashboards that provide visibility into key performance metrics, financial performance and decision-making insights. Partner with data teams to ensure accuracy and consistency of financial reporting across multiple insurance products and carriers. Automate recurring financial and operational reporting processes to improve speed, accuracy, and scalability. Prepare reconciliations and variance analyses between policy administration systems, general ledger, and data warehouses. Support month-end and quarter-end close processes by providing data extracts, reconciliations, and custom reports, as needed. Collaborate with business stakeholders to translate complex financial and operational data into actionable insights. Ensure compliance with accounting standards and regulatory reporting requirements while streamlining data workflows.
Qualifications
2+ years of experience in financial, operational, or regulatory reporting, preferably in insurance, finance, or accounting environments
Proven experience with large datasets, validating data accuracy, and resolving discrepancies
Advanced Excel skills (macros, pivot tables, Power Pivot, and complex formulas)
Strong working knowledge of SQL, Power Query, and BI/reporting tools (Power BI, Tableau, SSRS)
Experience with XML, Python, Amazon Redshift, and DOMO is a plus
Ability to understand how internal applications and related IT controls support business processing objectives
Excellent analytical and problem-solving skills with strong attention to detail
Effective communication skills with the ability to interface across multiple departments and organizational levels
Ability to manage multiple priorities, meet tight deadlines, and operate independently
Preferred Qualifications
Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field
Prior exposure to carrier or bordereau reporting processes
Familiarity with modern data architecture and tools used for automation and data validation
About SageSure: SageSure is an Equal Opportunity Employer committed to building a diverse workforce. We offer health benefits, tuition reimbursement, wellness allowance, paid volunteer time off, a 401K plan with employer match, and more. SageSure serves multiple states with home, flood, earthquake, and commercial products. Visit sagesure.com/careers to learn more.
Seniority level: Entry level
Employment type: Full-time
Job function: Research, Analyst, and Information Technology; Industry: Insurance
We’re excited to review your application. This role is located in Greater Houston.
#J-18808-Ljbffr
Program Reporting Analyst
role at
SageSure .
SageSure is seeking a detail-oriented and driven Program Reporting Analyst to support our Program Reporting team in delivering high-impact reporting and analytics. This role plays a key part in executing month-end program reporting processes and contributes to broader corporate financial initiatives through dashboarding, analysis, and ad hoc reporting. The Program Reporting Analyst will collaborate with cross-functional teams to prepare, analyze, and validate reports for carriers and distribution partners, ensuring accuracy and consistency across deliverables. This is an exciting opportunity to join a fast-growing, innovative company that combines the stability of a proven business model with the agility of a startup environment.
What you’d be doing
Carrier and Distribution Partner Reporting: Analyze and validate monthly carrier and distribution partner financial data for accuracy. Liaison with cross-functional teams to solve reporting inefficiencies or inaccuracies. Evaluate reporting processes, recommend, and implement improvements. Maintain month-end validation tools and update as necessary. Assist in the preparation of monthly carrier and distribution partner reporting. Monitor new product launches to ensure accurate inclusion in month-end reporting. Maintain process documentation and control narrative.
Accounting and Ad-hoc Reporting, Dashboarding and Analysis: Develop and maintain financial dashboards that provide visibility into key performance metrics, financial performance and decision-making insights. Partner with data teams to ensure accuracy and consistency of financial reporting across multiple insurance products and carriers. Automate recurring financial and operational reporting processes to improve speed, accuracy, and scalability. Prepare reconciliations and variance analyses between policy administration systems, general ledger, and data warehouses. Support month-end and quarter-end close processes by providing data extracts, reconciliations, and custom reports, as needed. Collaborate with business stakeholders to translate complex financial and operational data into actionable insights. Ensure compliance with accounting standards and regulatory reporting requirements while streamlining data workflows.
Qualifications
2+ years of experience in financial, operational, or regulatory reporting, preferably in insurance, finance, or accounting environments
Proven experience with large datasets, validating data accuracy, and resolving discrepancies
Advanced Excel skills (macros, pivot tables, Power Pivot, and complex formulas)
Strong working knowledge of SQL, Power Query, and BI/reporting tools (Power BI, Tableau, SSRS)
Experience with XML, Python, Amazon Redshift, and DOMO is a plus
Ability to understand how internal applications and related IT controls support business processing objectives
Excellent analytical and problem-solving skills with strong attention to detail
Effective communication skills with the ability to interface across multiple departments and organizational levels
Ability to manage multiple priorities, meet tight deadlines, and operate independently
Preferred Qualifications
Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field
Prior exposure to carrier or bordereau reporting processes
Familiarity with modern data architecture and tools used for automation and data validation
About SageSure: SageSure is an Equal Opportunity Employer committed to building a diverse workforce. We offer health benefits, tuition reimbursement, wellness allowance, paid volunteer time off, a 401K plan with employer match, and more. SageSure serves multiple states with home, flood, earthquake, and commercial products. Visit sagesure.com/careers to learn more.
Seniority level: Entry level
Employment type: Full-time
Job function: Research, Analyst, and Information Technology; Industry: Insurance
We’re excited to review your application. This role is located in Greater Houston.
#J-18808-Ljbffr