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Form of workJob Description
Orion180 is a premier insurance solution provider that leverages cutting-edge technology and its dedicated team members to bring more value to its customers, independent agents, and other business partners. Orion180’s vision is to transform the insurance industry by providing excellent, results-driven service to independent insurance agents to further distance us from our competitors.
Orion180 is located on the beautiful space coast of Melbourne, one of the best places to live in Florida. Melbourne offers affordable housing, transportation, and other amenities. Major cities such as Orlando, Tampa, and Miami are all within one to three hours of driving distance.
At Orion180 we have fostered a culture of success based on our three pillars: Do MORE, Be MORE, and Give MORE. Innovation in technology enables us to do MORE as we harness the power of our innovative proprietary technology. Innovation in service is the catalyst allowing us to give MORE and achieve the highest level of customer care. Our innovation in culture fosters an environment that empowers us to be MORE. This innovation-focused ecosystem enables our customers to Expect MORE.
The Business Intelligence Analyst analyzes and communicates data driven results for key products, markets, and initiatives. You will develop compelling storylines to help deepen insights and make recommendations for creative actions and guide strategy in operations. Additionally. this role formulates financial projections to support predicting and tracking performance and diagnosing potential issues.
Role and Responsibilities
To perform the job successfully, an individual must be able to perform each essential duty satisfactorily and should demonstrate the following competencies to consistently perform the essential functions of this position. All employees are expected to adhere to and be knowledgeable of Orion180 operations standards, established security/safety rules and requirements for attendance. The requirements listed below are representative of the fundamental knowledge, skill, and/or ability required to perform the job successfully:
- Prepare annual expense plan and periodic expense forecasts.
- Isolate key drivers, quantify impacts, and forecast implications to the business recognizing how different data points fit together.
- Prepare and help build a storyline for financial updates to senior leadership.
- Use analysis to influence and drive action within the business by using fact-based, holistic, and forward-looking perspectives to identify emerging issues and current trends, and assist in the implementation of strategies
- Use data analytics to inform expense planning, forecasting, and budget analysis
- Continuously develop and improve analytical processes to increase automation and improve accuracy
- Demonstrate ability to utilize resources and produce results to solve problems or issues with minimal support.
- Provide accurate, timely reports with financial insight to allow business partners to improve performance.
- Develop and lead effective presentations for small groups
- Drive conversations with leadership to understand the business implications of current trends
Qualifications and Education Requirements
- BSc/MSc Degree in Finance or Accounting, or similar field.
- 3 or more years of related experience
- Previous ERP system experience
- Intermediate business knowledge (i.e. deep financial skills/flow of the numbers) and intermediate analytical and financial model building skills
- Experience with SQL, Power BI, and either R or Python required
- Experience working a problem from start to finish – defining the problem, identifying the data needed to address the problem, locating data, building the necessary model(s) and visualizations, and communicating the results
- Experience with statistics, data analytics, and data visualization a plus
- Oral and written communication skills to partner with employees both internal and external to finance as well as interpersonal skills to work effectively in a team environment
- Effective time management and organization skills with a proven ability to multi-task
- Proficient in Microsoft Excel and Microsoft PowerPoint
- Inspire trust and confidence in clients through strategic and diplomatic handling of relationships
- Industry experience preferred.
Preferred Skills
- Business Analytics
- Project Management
- Leadership
- Analytics
- Reporting
- Presentation
- Time Management
- Organization
- Testing
- Database
Physical Demands
While performing general office duties for this position, the employee is regularly required to sit, stand and/or walk around (including the use of stairs). Other demands include the ability to openly communicate with others by talking, listening, and reading, being able to lift light objects (<25lbs), and using standard office equipment such as computers, printers, and phones. In addition, there is an occasional need to bend, twist or stoop to open/close cabinets, and reach for files or other standard office-type objects.
Work Environment
The office environment is quiet and, in a temperature, controlled setting with random adjustments in noise or temperature due to conversations, unscheduled maintenance repairs to the building or its interior offices, or unpredictable situations due to weather or other acts beyond company control. An employee must be willing to work their regularly assigned work schedule for their duties and/or job responsibilities and in times of need, be able to work an extended schedule depending on the company/department needs, project requirements, or customer demands.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status, and will not discriminated against based on disability.
