Business Reporting Analyst - CCSB

Reporting and File Maintenance

• Maintain and update recurring CCSB sales reporting files, including the all-sales file and related tracking documents.
• Prepare, validate, and distribute recurring new business, renewal, production, and sales activity reports.
• Support commission reporting processes, including compiling data, validating calculations, researching discrepancies, and preparing files for review.
• Reconcile sales, renewal, and commission data across source files, Salesforce, and other reporting tools.
• Use Excel to organize, clean, compare, summarize, and validate sales data.
• Build and maintain Excel templates, formulas, pivot tables, lookup logic, and summary files used for recurring CCSB reporting.
• Track reporting deadlines and ensure recurring files are updated accurately and timely.
• Identify data gaps, inconsistencies, or process issues and work with Sales leadership or internal teams to resolve them.
• Maintain reporting documentation, process notes, templates, and standard operating procedures.

Data Reporting & Analytics

• Partner with Sales leadership and cross-functional teams to support reporting needs and operational objectives.
• Identify, analyze, and interpret trends or patterns in sales and operational data and summarize results for stakeholders.
• Create, maintain, and distribute recurring sales and operational reports.
• Audit and validate data to ensure consistency and reliability in reporting.
• Afford assistance with report testing, troubleshooting, and user support.
• Develop presentations, reports, and supporting materials for leadership and stakeholders.

Salesforce Reporting and Data Support

• Provide day-to-day Salesforce reporting and data support for users across the Sales organization.
• Support creation and maintenance of Salesforce reports, dashboards, fields, and related reporting tools.
• Maintain Salesforce data accuracy standards as they relate to CCSB reporting, commissions, new business, renewals, and sales activity tracking.
• Troubleshoot Salesforce reporting or data issues and coordinate resolution with internal teams or external partners as needed.
• Afford assistance with user access, profiles, permissions, and data integrity standards as needed.
• Afford assistance with testing and implementation of Salesforce updates, enhancements, and integrated technologies that impact reporting or sales operations.
• Create user guides, training materials, and process documentation related to Salesforce reporting and data entry expectations.

Process Improvement

• Afford assistance with implementation of technology solutions and operational initiatives that support CCSB reporting and sales operations.
• Document and maintain business processes, procedures, and workflow changes.
• Identify and recommend opportunities to improve efficiency, reporting accuracy, and business processes.
• Support automation efforts that improve team productivity and reduce manual processes.
• Research system capabilities and recommend solutions aligned with business objectives.

Other

• Utilize all capabilities to satisfy one mission — to enhance the competitiveness and profitability of our members.
• Be willing to adjust efforts to ensure that work and attitude are helpful to others, be self-accountable, create a positive impact, and be diligent in delivering results.
• Maintain internet speed of 40 MB download and 10 MB upload and router with wired Ethernet.
• Maintain a HIPAA-compliant workstation and utilize appropriate security techniques to ensure HIPAA-required protection of all confidential/protected client data.
• Maintain and service safety equipment (e.g., smoke detector, fire extinguisher, first aid kit).
• All other duties as assigned.

Physical Demands/Work Environment

• The physical demands and work environment described here represent those that an employee must meet to successfully perform this job’s essential functions.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to communicate with others.
• The employee frequently is required to move around the office.
• The employee is often required to use tools, objects, and controls.
• This noise level in the work environment is usually moderate.