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Business-Data Analyst

State Insurance USA LLC • Full-time • Fort Myers, Florida, United States • $60k - $80k / year • 3w ago

Job Overview

Develop and maintain Excel-based reports, dashboards, and models using pivot tables, XLOOKUP, Power Query, and related tools.

Collect and analyze financial, operational, and client data to identify trends and opportunities.

Prepare clear reports and presentations for leadership and team leads.

Support projects across departments, providing data-driven recommendations.

Ensure data accuracy and integrity when merging and managing multiple data sources.

Collaborate with colleagues across Finance, Operations, Marketing, and Customer Care to support agency goals.

Salary Range: $60,000.00 - $80,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Business Attire
Community Involvement
Collaborative Environment
Family Focused
Paid Holidays
Appreciation Lunches
Fun Team Building Events

Requirements

What We Require:

Degree in Finance, Business, Data Analytics, or related field

Advanced Excel skills (pivot tables, XLOOKUP, Power Query a must)

Strong attention to detail and ability to spot trends in data

Excellent communication skills able to explain findings clearly

Alignment with our core values: Love, Trust, Excellence, Proactive, Communication, Ownership, Appreciation

Responsibilities

What Youll Do:

Build and maintain reports using Excel (pivot tables, XLOOKUP, Power Query, etc.)

Analyze data to help leaders make smart business decisions

Support financial, operational, and marketing teams with reporting and insights

Collaborate with teammates across multiple offices to improve efficiency and client experience

About Us

State Insurance USA – Locally Owned and Operated by Blake Chapman. Our team is led by our core values; Love, Trust, Excellence, Communication, Appreciation, Proactive and Ownership, and we love helping the community in whatever way we can. Providing for our local neighborhoods is one of our favorite things to do, as there is nothing we love more than protecting our Florida communities.