Job Summary:
The Reporting & Analytics Specialist is responsible for designing, developing and maintaining financial and operational reports, dashboards and automated analytics solutions. Leveraging tools such as Power BI, Oracle OTBI, Oracle BI Publisher and Fusion Data Intelligence, this role transforms complex, multi-source data into accurate, timely and actionable insights that support business strategies and decision-making. The Reporting & Analytics Specialist collaborates cross-functionally to understand reporting needs, translate requirements into scalable reporting assets and enhance data integrity through structured control processes. This role is instrumental in driving reporting automation, process improvement and data governance within the organization.
Job Responsibilities:
- Design, develop and maintain dashboards and reports using BI technology, including data modeling, data transformation and visualization best practices.
- Develop operational and financial reporting, using subject areas, custom analysis and data extracts. Build and optimize reports, including data models, templates, bursting logic and scheduled report delivery.
- Implement automated, recurring reporting processes, ensuring accuracy and timeliness of key financial and operational insights.
- Translate business and accounting requirements into customized, actionable financial reporting outputs.
- Analyze complex data to provide insights, identify trends and support strategic decision-making.
- Conduct ad-hoc financial and operational analysis, benchmarking and variance reviews as required. Respond to regulatory and audit requests for information.
- Monitor data quality and integrity across all reporting sources; identify and resolve discrepancies or inconsistencies. Ensure the accuracy and integrity of data used for reporting and analysis by implementing quality control measures.
- Work with cross-functional teams to understand reporting needs and deliver reporting and analytic solutions.
- Maintain detailed documentation for reporting logic, data models, refresh schedules and operational processes.
- Serve as a technical subject matter expert for reporting tools, helping stakeholders define requirements and interpret insights.
- Stay current on emerging reporting technologies and analytics trends to continually enhance reporting capabilities.
- Ensure that all reporting activities comply with industry regulations and company policies.
- Identify, recommend and implement automation and efficiency opportunities within reporting workflows.
Job Qualifications:
- 5+ years of experience with reporting and analytics tools
- Bachelor’s degree in Finance, Information Systems, Data Analytics or related field and/or commensurate experience.
- Strong Proficiency with Oracle Financials or other Power BI reporting tools preferred.
Location:
Hybrid- defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH.
Behavioral Competencies:
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Nimble Learning
Technical Skills:
- Financial Controls
- Financial Statement Analysis
- Accounting Software & Tools
- Accounting & Reconciliation
- Financial Analysis
- Taxation
- Auditing
- Financial reporting
- Audit & Compliance
- Risk Management
This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
Skills Required
- 5+ years of experience with reporting and analytics tools
- Bachelor's degree in Finance, Information Systems, Data Analytics or related field
- Strong Proficiency with Oracle Financials or other Power BI reporting tools
Westfield Insurance Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Westfield Insurance and has not been reviewed or approved by Westfield Insurance.
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Retirement Support — A defined-benefit pension alongside a 401(k) with employer contributions is presented as a standout component and an uncommon combination today. Safe-harbor style 401(k) contributions are referenced, adding reliable long-term value.
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Leave & Time Off Breadth — The package includes PTO, paid holidays, sick time, volunteer time off, and parental/caregiver leave. PTO levels are described as ample with increases over tenure and dedicated volunteer time.
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Wellbeing & Lifestyle Benefits — Wellness incentives and fitness reimbursement are available, with on-site amenities like a fitness center and cafeteria at the home office. Learning resources and recognition programs further support overall wellbeing.
Westfield Insurance Insights
What We Do
Founded in 1848, Westfield is a global leader in property and casualty insurance, delivering superior risk insights and innovative solutions to customers through a diverse portfolio of insurance products. Westfield underwrites commercial, personal, surety, and specialty lines of coverage through a network of leading independent agents and brokers in the United States and specialty products through Lloyd’s of London Syndicate 1200. As a mutual insurance company with more than 3,000 employees, Westfield has revenues in excess of $4 billion and more than $10 billion in assets.
