Program Reporting Analyst

Overview:

SageSure is seeking a detail-oriented and driven Program Reporting Analyst to support our Program Reporting team in delivering high-impact reporting and analytics. This role plays a key part in executing month-end program reporting processes and contributes to broader corporate financial initiatives through dashboarding, analysis, and ad hoc reporting. The Program Reporting Analyst will collaborate with cross-functional teams to prepare, analyze, and validate reports for carriers and distribution partners, ensuring accuracy and consistency across deliverables. This is an exciting opportunity to join a fast-growing, innovative company that combines the stability of a proven business model with the agility of a startup environment.

What You’D Be Doing:

Carrier And Distribution Partner Reporting:

• Analyze and validate monthly carrier and distribution partner financial data for accuracy. 
• Liaison with cross-functional team to solve reporting inefficiencies or inaccuracies. 
• Evaluate reporting processes, recommend, and implement improvements. 
• Maintain month end validation tools and update as necessary. 
• Assist in the preparation of monthly carrier and distribution partner reporting. 
• Monitor new product launches to ensure accurate inclusion in month end reporting. 
• Maintain process documentation and control narrative. 

Accounting and Ad-hoc Reporting, Dashboarding and Analysis: 

• Develop and maintain financial dashboards that provide real-time visibility into key performance metrics, financial performance and decision-making insights 
• Partner with data teams to ensure accuracy and consistency of financial reporting across multiple insurance products and carriers. 
• Automate recurring financial and operational reporting processes to improve speed, accuracy, and scalability. 
• Prepare reconciliations and variance analyses between policy administration systems, general ledger, and data warehouses. 
• Support month-end and quarter-end close processes by providing data extracts, reconciliations, and custom reports, as needed. 
• Collaborate with business stakeholders to translate complex financial and operational data into actionable insights. 
• Ensure compliance with accounting standards and regulatory reporting requirements while streamlining data workflows. 

We’re looking for someone who has: 

• 2+ years of experience in financial, operational, or regulatory reporting, preferably in insurance, finance, or accounting environments 
• Proven experience in working with large datasets, validating data accuracy, and resolving discrepancies 
• Advanced Excel skills, including use of macros, pivot tables, Power Pivot, and complex formulas 
• Strong working knowledge of SQL, Power Query, and BI/reporting tools (e.g., Power BI, Tableau, SSRS) 
• Experience with XML, Python, Amazon Redshift, and DOMO is a plus 
• Ability to gain understanding of how internal applications and related Information Technology controls support achievement of business processing objectives 
• Excellent analytical and problem-solving skills with strong attention to detail 
• Effective communication skills with the ability to interface across multiple departments and organizational levels 
• Ability to manage multiple priorities, meet tight deadlines, and operate independently 

Preferred Qualifications:

• Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field. 
• Prior exposure to carrier or bordereau reporting processes. 
• Familiarity with modern data architecture and tools used for automation and data validation. 

About SageSure:
 
Named among the Best Places to Work in Insurance by Business Insurance for four years in a row (2020-2023), SageSure is one of the largest managing general underwriters (MGU) focused on catastrophe-exposed markets in the US. Since its founding in 2009, SageSure has experienced exceptional growth while generating underwriting profits for carrier partners through hurricanes, wildfires, and hail. Available in 16 states, SageSure offers more than 50 competitively priced home, flood, earthquake, and commercial products on behalf of its highly rated carrier partners. Today, SageSure manages more than $1.9 billion of inforce premium and helps protect 640,000 policyholders. 
 
SageSure has more than 1000 employees working remotely or in-office across nine offices: Cheshire, Connecticut; Chicago, Illinois; Cincinnati, Ohio; Houston, Texas; Jersey City, New Jersey; Mountain View, California; Marlton, New Jersey; Tallahassee, Florida; and Seattle, Washington.  
 
SageSure offers generous health benefits and perks, including tuition reimbursement, wellness allowance, paid volunteer time off, a matching 401K plan, and more.
 
SageSure is a proud Equal Opportunity Employer committed to building a workforce that reflects the spectrum of perspectives, experiences, and abilities of the world we live in. We recognize that our differences make us strong, and we actively seek out diverse candidates through partnerships with organizations, institutions and communities that represent various backgrounds. We champion belonging and inclusion for all identities, including, but not limited to, race, ethnicity, religion, sexual orientation, age, veteran status, ability status, gender, and country of origin, striving to create a culture where all individuals feel valued, respected, and empowered to bring their authentic selves to work.
 
Our nimble, highly responsive culture nurtures critical thinkers who run toward problems and engineer solutions. We relentlessly pursue better outcomes by investing in the technology, talent, and tools that position us to succeed in demanding markets. Come join our team! Visit sagesure.com/careers to find a position for you.