If you are an internal associate, please login to Workday and apply through My Career.

Job Purpose

The Business Intelligence & Insights Analyst is responsible for providing quantitative and qualitative reporting, data visualization and analysis on internal and external business & industry metrics. In addition, this position is responsible for creating and analyzing reports highlighting performance and opportunity to multiple departments. This position works closely with sales teams to identify sales opportunities and optimize efforts of the entire distribution company throughout the sales process.

Essential Responsibilities

• Analyzes disparate and complex data and creates custom reports to identify industry opportunity, create advisor segmentation models, assist with territory optimization, and track wholesaler activity on behalf of sales management.
• Drives holistic measurement, reporting and insights across sales, marketing and product solutions.
• Ensures data and reporting is accurate and updated in a timely manner.
• Conducts territory research utilizing internal and external data sources to determine potential sales opportunities.
• Works closely with various departments to create custom reports to track internal activity, identify best practices, and provide recommendations based on findings.
• Develops and maintains databases utilized to produce standard sales and ad hoc reports across the organization.
• Distributes detailed reports to a variety of stakeholders with the ability to provide summary analysis clearly and concisely.
• Assists in creating PowerPoint presentations for management based on sales trends, activity efforts, and future initiatives.
• Analyzes geographic and specific product sales potential of territories and regions.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Advanced excel skills required with a knowledge of and ability to use the entire Microsoft suite.
• Must be a detail-oriented and well-organized with the ability to work both individually and in a team environment.
• Strong understanding of CRM functionality and utilization.
• Ability to adhere to data governance standards set by the organization and work with confidential information.
• Ability to analyze1st, 2nd and 3rd party research.
• Strong written and verbal communication, with an ability to explain complex reporting to all members of the organization.
• Ability to prioritize projects, handle multiple tasks, meet deadlines and work under pressure.

Qualifications

• Bachelor's Degree or equivalent experience required.

• Master's Degree preferred.

• 1+ years data analytics, business intelligence or financial industry experience required.

• Experience with Tableau and SQL or similar tools preferred.

We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.