Data Analyst

at  Programmed Insurance Brokers Inc

POSITION OVERVIEW

Programmed Insurance Brokers Inc. “PIB” is looking for a motivated individual with strong technical and organizational skills to
join our Finance Team, in our Elmira, Ontario office. As a member of our team, you will enjoy a positive work environment,
professional training, and competitive compensation. We promote work/life balance.

ABOUT US

Programmed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency,
established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB
offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized
approach, industry expertise, and commitment to integrity have helped us earn and retain our clients’ trust and confidence
over the years.
No matter how small or how large your insurance or financial planning needs are - whether you have a personal or
corporate need - we can help you find an insurance or financial solution that will work for you.
Wealth Management & Financial Planning
Commercial Business Solutions
Group Benefits & Group Retirement Services
Life Insurance & Living Benefits
Home & Auto Insurance

QUALIFICATIONS

Bachelor’s degree in mathematics, statistics, economics, engineering, science or related field
2+ years’ work experience preferably in a financial/insurance environment
Proficient in Microsoft Office suite of products, with emphasis on strong Excel skills (macros, pivot tables, look-
ups, and filtering)
Experience with data languages and data visualization (e.g. PowerBI, Salesforce)
Experience with database and model design and segmentation techniques
Proven analytical skills with the ability to collect, organize, analyze and disseminate information with attention
to detail and accuracy

Data Owner:
Data types include primarily client based, sales based, revenue and expense related data
Responsible for collecting, organizing and analyzing data across all lines of business with multiple administration
systems and disseminating the results to senior leadership and parent company
Collaborate with operational teams within all lines of business to improve data availability
Develop new data dashboards, charts and visual aids to support decision making
Maintain on a regular basis the ingestion of data from administration systems into data analysis tools (Salesforce,
PowerBI, PowerQuery, Excel, etc.)
Support the creation of templates and documentation
Handle large volumes of structured and unstructured data
Collaborate with people inside the organization
07.29.24
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Participate fully as a member of the team, promote team effectiveness and contribute to a positive work
environment
Ad hoc projects and support to the rest of the Finance Team
Modernization Projects:
Work closely with the Director, Finance & Process Improvements on all data-related projects
Work in conjunction with the Finance team to improve processes around obtaining and maintaining data to support KPI
reporting to senior leadership and the parent company
Develop and maintain tools to support, simplify and automate processes related to interpreting data
Provide recommendations to improve effectiveness and/or efficiency of business processes related to data creation
Respond to ad hoc business inquiries