Business Intelligence Analyst

Future Plan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. Future Plan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast.

The Future Plan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at

The Business Intelligence Analyst ensures the integrity, consistency, and scalability of Future Plan’s data and reporting, and provides insightful analysis to support executive leadership’s decision making. This role designs and develops reporting, dashboards, interprets data, analyzes results, evaluates, and improves business processes, and aligns all tactical and strategic priorities with leadership initiatives. This role will work closely with a variety of people within the business inclusive of Service, Operations, IT, Finance, Marketing, Sales, and Strategy.

A subject matter expert, the Business Intelligence Analyst is responsible for supporting the goals and objectives of the Future Plan Leadership team through management, customization, development, implementation, and training related to business processes, reporting, analysis, and tools. The Analyst conducts highly complex work, unsupervised and with extensive latitude for independent judgement.

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Design actionable reporting tools that enable Future Plan leaders to make data driven decisions.
• Produce sound analysis from large raw data sets to support leadership to drive tactical and strategic departmental objectives and partnership decisions.
• Communicate analysis and key findings to leaders clearly, concisely, and timely.
• Collaborate with stakeholders to clarify, prioritize, and validate project requirements and business objectives.
• Responsible for understanding incentive compensation plans and monthly incentive compensation processing.
• Serve as a conduit/broker for cross-functional collaboration and knowledge sharing.
• Conduct a variety of ad-hoc analysis based on business needs.
• Establish and maintain data governance processes and strategies to minimize data integrity and business risk.
• Report data using SiSense, Excel, Power BI, or other tools in an Enterprise Data Warehouse environment.
• Monitor data quality within all related databases, and correct as needed to ensure continuous data quality.
• Evaluate ways to improve processes to streamline data delivery.

Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture.

• Bachelor’s Degree or relevant work experience.
• Minimum 5 years analyst experience with data analysis or support, financial analysis, econometrics, or statistics.
• Strong Excel skills.
• Requires specialized skill set.
• Basic knowledge of SQL Data and working with tables/views/queries.
• Excellent analytical skills.
• Demonstrated ability to analyze large volumes of raw data, draw conclusions, and develops actionable recommendations.
• Intellectual curiosity, and the use of creative solutions and critical thinking to arrive at solutions are a must.
• Strong organizational skills and attention to detail.
• History of balancing multiple time-sensitive priorities simultaneously with the ability to adapt to the changing needs of the business while meeting deadlines.
• Excellent verbal and written communication skills with the ability to effectively interact with and…