Reporting & Data Analyst

Join Our Team

In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About This Position

Primerica is seeking a Reporting & Data Analyst for Compliance Data Team. The candidate will develop management reports using Access, SQL, and Excel; function as a liaison between the business unit and I.T. staff; and manage projects through the Systems Development Life Cycle. As a Reporting & Data Analyst, the candidate will ensure that all enhancements are well designed, documented, and tested. This includes fact gathering, development of business specifications, test plan development, tracking and resolving issues, and training.

This is a hybrid position, that requires working 2/3 days on-site at our Duluth, GA office each week.

Candidates must live in Metro Atlanta to be considered.

Salary Range: $60k - $85k

Responsibilities & Qualifications

Job Duties and Responsibilities

• Responsible for generating both Life & Securities Surveillance reports regarding agent related activity, life policies, mutual funds, annuities, and managed account transactions.
• Identifies need for new or update reports based on changes in regulatory and business concerns.
• Validates the integrity of the reports and the data contained within.
• Inform senior management regarding issues identified during development of the report.
• Maintain knowledge and understanding of the products offered by Primerica, company policies, regulatory changes and areas of regulatory sensitivity.
• Prepares and presents various briefings and reports as required by senior management.
• Protect the company's authority to do business by complying with legal and ethical standards, policies and procedures.
• Communicate with both external and internal stakeholders
• Collaborate with internal departments on compliance related projects, surveillance reports, programming issues during the course of business.
• Troubleshoot issues related to reports and provides support to the team member as needed.
• Conduct brain storming sessions with key user groups emphasizing the scope of the project. Also need to identify and define project and system requirements.
• Document the business requirements in a Business Requirement Document (BRD). Create mock-ups for the user interfaces and the final report layouts for new reports as well as redesigns of existing reports.
• Validate business rules and all artifacts with users, approval and sign off.
• Conduct UAT (User Acceptance Testing) to make sure that all the user requirements are catered by the application.
• Documentation of procedures, report criteria, testing, validation etc.
• Main point of contact for fund families and vendors for receiving data files. The candidate will coordinate with existing vendors, and act as main point of contact for new venders whenever a new product line launches or a new vender comes on board. The candidate will also be responsible for performing data validation for these vendors.
• Maintain new and enhancement project list
• Utilize company tools and programs, i.e. POL, Mainframe access, HOHP, and vendor related websites as needed to gather and verify data.
  
  

Required Knowledge, Skills And Abilities

• Business Analyst or Data Analyst with 5-7 years’ experience
• Advanced SQL, database design, Access, and Excel skills. Experience in creating tables, queries, forms and reports using MS Access. Familiarity with VBA is a plus.
• Excellent understanding of the Systems Development Life Cycle
• Bachelor's degree in business, information systems, or related field or equivalent business experience.
• 3 years securities investment related experience
• 3-5 years’ experience as a project management or equivalent business and technical experience.
• Ability to work with programmers, coordinators, technical support staff, internal and external department management, and vendors.
• Excellent communication skills
• Strong organizational skills, including the ability to work independently and balance multiple tasks, project, and systems simultaneously.
• Series 6 and Series 26 or equivalent licenses is a plus.
• Knowledge of Mutual Fund, Variable Annuity and Managed products sold by PFS Investments
• Knowledge of Primerica sales force a plus
• Proficient in MS Office
• PowerBI experience is desired.
  
  

#Dice

FLSA Status

This position is exempt (not eligible for overtime pay):

Yes

Our 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
  
  

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.