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Analyst

Job Description

Headstart Warranty Group is seeking a highly analytical, detail-oriented Analyst to support financial, risk, and operational reporting across the organization.

This role is ideal for someone who is extremely comfortable working with large datasets in Excel, has experience in finance or insurance environments, and can translate complex data into clear, actionable insights for executive leadership.

Position Overview

The Analyst will work directly with Risk and Finance teams to support critical business functions, including monthly insurance premium submissions, financial reporting, and operational performance analysis.

This individual will play a key role in ensuring data accuracy, reporting integrity, and visibility into business performance, while supporting leadership with insights that drive decision-making.

Core Responsibilities

Financial & Insurance Reporting

Prepare and manage monthly insurance premium submissions to carrier partners
Reconcile premium, production, and claims-related data across multiple systems
Ensure accuracy and completeness of all reporting delivered to insurers and internal stakeholders
Support financial reporting processes tied to revenue, reserves, and program performance

Data Analysis & Executive Reporting

Build and maintain monthly reporting packages for C-suite and leadership
Analyze business activity including production, revenue trends, loss performance, and operational KPIs
Translate large datasets into clear, concise insights and recommendations
Identify trends, anomalies, and performance gaps across the business

Operational & Risk Support

Partner with Risk and Finance teams to monitor program performance and financial exposure
Assist in evaluating profitability, loss ratios, and operational efficiency
Support audits, compliance reporting, and internal financial reviews
Provide ad hoc analysis to support strategic initiatives and leadership requests

Data Management & Process Improvement

Work with large datasets to clean, validate, and reconcile data across systems
Build and maintain scalable Excel models, reports, and dashboards
Identify opportunities to improve data integrity, reporting processes, and automation
Support implementation of more advanced reporting tools and infrastructure over time

Qualifications

2–5+ years of experience in data analysis, financial analysis, or business analysis
Strong background in finance, insurance, or related analytical environment
Advanced proficiency in Microsoft Excel (required)
Proven ability to work with large, complex datasets
Strong attention to detail and commitment to data accuracy
Ability to communicate insights clearly to non-technical and executive audiences
Comfortable operating in a fast-paced, data-driven environment

Technical Skill Requirements (Excel)

Pivot Tables & large dataset management
VLOOKUP / XLOOKUP
INDEX / MATCH
SUMIFS / COUNTIFS
Data cleaning, validation, and reconciliation
Building dashboards and structured reporting models

Preferred Qualifications

Experience with insurance reporting, premium reconciliation, or financial reporting
Experience working with multiple data sources or systems integration
Familiarity with Power BI, Tableau, or other BI tools
Experience with Power Query, Power Pivot, or automation (macros/VBA)
Exposure to audit, compliance, or regulatory reporting environments

Work Environment (Hybrid Requirement)

This is a required hybrid position based in the Dallas–Fort Worth area and is not a fully remote role.

The Analyst is expected to work a minimum of 3 days per week in-office, partnering directly with Risk, Finance, and leadership teams. In-person collaboration is critical to ensure accuracy, speed, and alignment in reporting and data-driven decision-making.

Pay: $75,000.00 - $90,000.00 per year

Benefits: