Innovation Data & Reporting Analyst; HYBRID

Primary Location Other Locations

UNITED STATES-NC-Charlotte

Equitable

Full-time

At Equitable, we help clients secure their financial well‑being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. We are hiring an experienced Innovation Data & Reporting Analyst in our Innovation & Design Office (IDO). The mission of our IDO team is to accelerate the enterprise by transforming how we think, work, and lead. As a key contributor, you will deliver accurate, actionable insights that empower leaders to make data‑driven decisions and elevate organizational performance.

In this role, you’ll partner with senior stakeholders to design data‑driven solutions that support learning, talent, innovation, and process improvement aligned with our New Ways of Working (NWOW).

• Uncover meaningful insights from complex, disparate data sources, identifying patterns and predictive trends that inform decisions.
• Lead structured problem‑solving by organizing, analyzing, and interpreting data to diagnose true root causes.
• Rapidly learn new domains and apply industry research, benchmarks, and trends to bring forward‑looking thought leadership.
• Blend analytical rigor with creative thinking to design innovative, data‑driven solutions.
• Own work streams end‑to‑end—building datasets, conducting analysis, and delivering insights that drive measurable results.
• Navigate ambiguity with confidence, exercising sound judgment on when to lead independently or seek alignment.
• Champion automation and process excellence to streamline workflows and enhance efficiency.
• Collaborate as a strong team player, stepping in wherever needed and engaging stakeholders with empathy and active listening.
• Communicate clearly and persuasively translating complex ideas into simple, actionable recommendations and delivering executive‑ready presentations.
• Facilitate alignment, co‑create solutions, and influence without authority through credibility, partnership, and strong stakeholder relationships.

Hybrid - This position offers a hybrid work schedule, with an on‑site presence of 2-3 days per week combining flexibility with team collaboration.

The base salary range for this position is $65,000 - $85,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short‑term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

• Bachelor’s degree (BA/BS) required; advanced study or certification in data science, engineering, analytics, or related fields preferred.
• 3+ years of experience in financial services and working with complex, data‑rich environments preferred.
• 2+ years of experience in an NWOW‑type culture (Agile, Design Thinking, OKRs, Adaptive Leadership, process re‑engineering).
• Proven experience analyzing people, culture, performance, and financial data, and developing sophisticated data visualizations.
• Proficiency with analytical and visualization tools such as R, Python, Power BI, Tableau, and employee experience platforms like Perceptyx.
• Strong strategic problem‑solving skills and the ability to translate insights into clear, actionable recommendations.
• Excellent written and verbal communication, including the ability to convey complex topics succinctly and present to senior leaders.
• Strong interpersonal skills, maturity, sound judgment, and the ability to work effectively across all levels of the organization.
• Highly reliable, self‑motivated, and adept at prioritizing in a results‑oriented environment.

Provide reliable data on organizational health and effectiveness measures, including but not limited to culture, retention, wellness, productivity, leadership, and talent.

Develop and…