Senior Data Analyst

The Senior Data Analyst is a member of the Data Engineering team, responsible for acquiring, managing, validating, and analyzing data as it moves through Fortegra's data ecosystem — from ingestion into Snowflake to downstream delivery into Oracle, reporting platforms, and other systems. This role serves as a critical bridge between the Data Engineering team and its key business partners in Finance and Premium Operations, translating business needs into data requirements and translating data findings into clear, actionable business insight.

Because this role sits at the intersection of engineering and business, exceptional communication skills are essential. The Senior Data Analyst must be equally comfortable working through a technical data problem with an engineer and presenting a reconciliation finding to a Finance or Operations leader, translating clearly in both directions.

Bachelor's degree in Accounting, Statistics, Finance, Computer Science, Data Science, Information Management, or a related field — or equivalent professional experience.

• 3–7 years of experience in data analytics, business analysis, or a related discipline, preferably in financial services or insurance.
• Demonstrated experience working with structured databases and large datasets from multiple sources.
• Experience with data warehousing platforms, specifically Snowflake (strongly preferred).
• Experience with data presentation and BI tools such as Microsoft Power BI, Oracle OBIEE/OAC, or equivalent.
• Familiarity with Oracle EBS or similar ERP/financial systems is a plus.
• Experience with insurance bordereau processing, premium operations, or financial close processes is advantageous.

• Perform data validation at both the intake (Snowflake ingestion) and output (downstream delivery) stages to ensure accuracy, completeness, and integrity.
• Develop and execute data quality checks, reconciliation routines, and exception reports to identify and resolve discrepancies.
• Serve as the data quality owner for assigned data domains; document findings and partner with Data Engineering to resolve root causes.
• Validate bordereau data received from MGAs/Program Administrators against expected schemas, field requirements, and business rules.

• Design, build, and maintain multi-layered dashboards, KPI reports, and ad-hoc analyses to support Finance, Operations, and Leadership.
• Perform quantitative and statistical analysis to surface trends, anomalies, and business insights.
• Generate and automate recurring reports, reducing manual effort and improving timeliness of information delivery.
• Fulfill ad-hoc reporting requests from Finance, Underwriting, Actuarial, and other stakeholders.
• Contribute to monthly, quarterly, and annual financial close processes by validating data and producing supporting schedules.

• Partner closely with Data Engineers to define, test, and validate data pipelines — providing business context and analytical perspective that engineers may not have.
• Develop and maintain SQL scripts and stored procedures for data extraction, transformation, and transmission between systems (e.g., Snowflake to Oracle).
• Participate in requirements gathering and UAT for new data integrations, system enhancements, and reporting solutions.
• Understand system capabilities across Snowflake, Oracle EBS, and reporting platforms to design queries and outputs optimized for performance and usability.

• Build and maintain positive working relationships with internal customers in Finance, Premium Operations, Underwriting, IT, and Actuarial.
• Translate business requirements into technical specifications and communicate findings clearly to both technical and non-technical audiences.
• Capture customer requirements and agree on service-level expectations for recurring deliverables.
• Handle escalations, assess data or reporting issues, and implement corrective action as needed.
• Identify opportunities for process improvement and automation; document current-state processes and propose enhanced workflows.