Client Reporting Analyst II - Stakeholder Mgmt/Tableau proficiency
Listed on 2026-02-28
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IT/Tech
Data Analyst, Business Systems/ Tech Analyst -
Business
Data Analyst, Business Systems/ Tech Analyst
When you join the team at Unum, you become part of an organization committed to helping you thrive.
Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:
- Award-winning culture
- Inclusion and diversity as a priority
- Performance Based Incentive Plans
- Competitive benefits package that includes:
Health, Vision, Dental, Short & Long-Term Disability - Generous PTO (including paid time to volunteer!)
- Up to 9.5% 401(k) employer contribution
- Mental health support
- Career advancement opportunities
- Student loan repayment options
- Tuition reimbursement
- Flexible work environments
* All the benefits listed above are subject to the terms of their individual Plans*.
And that’s just the beginning…
With 10,000 employees helping more than 39 million people worldwide, every role at Unum is meaningful and impacts the lives of our customers. Whether you’re directly supporting a growing family, or developing online tools to help navigate a difficult loss, customers are counting on the combined talents of our entire team. Help us help others, and join Team Unum today!
General SummaryThe Client Reporting Analyst II delivers high‑quality reporting, analytics, and insights that help large self‑insured clients understand absence and disability trends. This role partners closely with H&P Directors and internal teams to create reporting packages for client meetings, conduct complex data analysis, and ensure accuracy across all reporting outputs. Ideal for someone who enjoys analytics, process improvement, and collaborative problem‑solving in a client‑focused environment.
WhatYou’ll Do
- Build, maintain, and deliver recurring and custom client reports.
- Analyze and validate data, identify trends, and create dashboards/visualizations.
- Support H&P Directors with insights for client meetings and stewardship reporting.
- Troubleshoot complex reporting issues and lead resolution efforts.
- Maintain system configurations, documentation, and data quality standards.
- Partner across teams to refine processes and implement reporting improvements.
- Mentor junior analysts and contribute to departmental projects.
- BA or BS degree required, or equivalent work experience.
- Preferred: 3+ years as a Client Reporting Analyst I or equivalent experience in reporting, analytics, or data operations.
- Extensive business knowledge of systems, data sources, and reporting processes supported by the functional area.
- Strong understanding of absence reporting, disability/lost‑time data, and related client programs.
- Proficient in Excel, Access, PowerPoint, Word, and business intelligence/data visualization tools (e.g., Tableau).
- Ability to learn and apply data mining/query tools and techniques; experience with Alteryx is a plus.
- Strong analytical, critical thinking, and problem‑solving skills.
- High attention to detail and data accuracy.
- Strong documentation practices; experience using One Note preferred.
- Excellent written and verbal communication skills; able to explain complex data clearly.
- Strong presentation/facilitation skills.
- Works well under pressure and manages multiple/changing priorities in a deadline‑driven environment.
- Strong planning, time management, and organizational skills.
- Able to navigate ambiguity and guide others through it.
- Demonstrated ability to manage through change.
- Acts with urgency, demonstrates initiative, and reliably follows through.
- Strong team player with leadership and mentoring capabilities.
- Builds productive working relationships across the organization and collaborates effectively with both internal and external partners.
- Set up, maintain, and deliver recurring and custom reporting packages.
- Produce standard and advanced reports supporting client presentations and trend analysis.
- Validate, aggregate, and visualize data using Tableau and Excel.
- Support operational and ad hoc analysis for internal and…
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