The Role
Leads complex financial data submissions to NCCI and state insurance regulators, resolves bureau edits and rejections, and ensures accurate, timely reporting. Trains and mentors analysts, maintains reporting databases and datafeeds, improves processes, and identifies automation opportunities. Partners with Accounting, Technology, clients, and regulatory bodies to resolve root causes and reduce compliance risk across multiple states.
Summary Generated by Built In
Do you have a sharp eye for financial data accuracy and thrive on solving complex regulatory puzzles? Are you looking for a role where your expertise directly protects clients from costly compliance risk?
ReSource Pro is seeking a Lead Analyst, Financial Data Compliance to serve as the senior subject matter expert for financial data call and bureau reporting, owning the accurate and timely completion of highly complex financial data submissions to NCCI and state insurance regulatory bodies on behalf of clients. This role leads the resolution of bureau edits and criticisms, trains and mentors reporting staff, and drives the process improvements that protect clients from regulatory fines. Work completed directly impacts trust and partnership with the client.
We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.
In this role, you will...
What You Need to be Successful...
Your Compensation…
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. The salary range for this role is $55,822-$94,760 per year. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.
Your Benefits & Perks…
Your Interview Process…
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.
The standard interview process includes:
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.
Come Join ReSource Pro!
Your Role...ReSource Pro is seeking a Lead Analyst, Financial Data Compliance to serve as the senior subject matter expert for financial data call and bureau reporting, owning the accurate and timely completion of highly complex financial data submissions to NCCI and state insurance regulatory bodies on behalf of clients. This role leads the resolution of bureau edits and criticisms, trains and mentors reporting staff, and drives the process improvements that protect clients from regulatory fines. Work completed directly impacts trust and partnership with the client.
We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.
This position is based in our Maitland, FL office,
and candidates must reside within a commutable distance to support full-time on-site or hybrid work.
and candidates must reside within a commutable distance to support full-time on-site or hybrid work.
In this role, you will...
- Own end-to-end completion of complex financial data call templates and submit accurately and timely to NCCI and state insurance regulatory bodies
- Lead the resolution of bureau edits, criticisms, and rejections, partnering with Accounting and Technology teams to correct root causes
- Train and mentor Analyst-level staff on financial data call processes and bureau submission requirements
- Lead the design, maintenance, and improvement of complex databases and datafeeds supporting bureau reporting, and identify opportunities to automate recurring reporting tasks
- Build and maintain subject matter expertise on NCCI and state bureau requirements, representing ReSource Pro professionally with clients and regulators
What You Need to be Successful...
- Bachelor's degree in Data Management, Finance, or a related field, plus 7+ years of experience in data management, reporting, and financial data call/bureau submission processes
- Direct hands-on experience completing NCCI and/or state financial data call templates and resolving bureau edits and criticisms
- Advanced Excel skills (complex formulas, pivot tables, XLOOKUP) and working knowledge of SQL queries and database management
- Proven ability to manage high-volume, high-complexity, deadline-driven work across multiple states and clients simultaneously
- Strong analytical and problem-solving skills, with the ability to identify root causes and drive resolution
- Demonstrated ability to train, mentor, and provide guidance to less experienced team members, with excellent organizational, time management, and communication skills, including direct communication with regulatory bodies
- Technological proficiency – able to learn, utilize, and navigate a variety of external and internal systems
Your Compensation…
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. The salary range for this role is $55,822-$94,760 per year. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.
Your Benefits & Perks…
- 100% paid employee health insurance available on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote positions are Internet stipend-eligible
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Long Term and short-term disability employer-provided
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
Your Interview Process…
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.
The standard interview process includes:
- Behavioral interview with Talent Acquisition
- Online talent assessment
- Hiring Manager interview
- Stakeholder interview
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.
Skills Required
- Bachelor's degree in Data Management, Finance, or a related field
- 7+ years of experience in data management, reporting, and financial data call or bureau submission processes
- Hands-on experience completing NCCI and/or state financial data call templates
- Experience resolving bureau edits and criticisms
- Advanced Microsoft Excel skills, including complex formulas, pivot tables, and XLOOKUP
- Working knowledge of SQL queries and database management
- Ability to manage high-volume, complex, deadline-driven work across multiple states and clients
- Strong analytical and problem-solving skills, including root-cause analysis and resolution
- Ability to train, mentor, and guide less experienced team members
- Excellent organizational, time-management, and communication skills, including communication with regulatory bodies
- Technological proficiency and ability to learn and navigate internal and external systems
- Residence within commutable distance of Maitland, Florida, to support full-time on-site or hybrid work
Am I A Good Fit?
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The Company
What We Do
ReSource Pro brings to the insurance industry tools, technology and strategic services that enable profitable growth through operations excellence. Headquartered in New York, ReSource Pro’s global service centers address client operational needs around the clock. Recognized as an industry thought leader and listed as one of Inc. 500/5000 Fastest Growing Private Companies annually since 2009, the company is renowned for its focus on innovation, service excellence and trusted partnerships, and its unique productivity platform for insurance operations. Over 5,000 ReSource Pro employees provide dedicated support to nearly 300 insurance organizations, consistently achieving a +95% client retention rate for over a decade.
