**Reporting Analyst, Client Services** The Reporting Analyst, Client Services will play a key role in monitoring, analyzing, and reporting on the departments key performance indicators (KPIs) to support data-driven decision-making. This individual will be responsible for developing and maintaining performance dashboards, generating insights, and creating standardized reports to help stakeholders understand trends and measure progress against targets. This role ensures data integrity, timely reporting, and the accuracy of various performance indicators. **Section 2: Job Functions, Essential Duties and Responsibilities** + Data Collection & Analysis: Gather, process, and analyze data from various sources to produce insights on KPIs and performance metrics. + KPI Monitoring: Track and report on KPIs regularly, highlighting variances from targets and identifying areas of opportunity or concern. + Reporting & Dashboard Development: Create, maintain, and improve dashboards, scorecards, and visualizations that present KPIs and trends in a clear, actionable format. + Collaborative Insights: Work closely with product owners (e.g., Salesforce, Nexidia, DPS) to ensure Client Services receives the appropriate support to provide insights to understand the client and associate experience. + Data Quality Assurance: Ensure accuracy, consistency, and reliability of data by conducting regular audits and identifying potential data quality issues. + Performance Evaluation: Analyze performance against benchmarks, forecasting future performance trends, and providing recommendations for improvement. + Process Improvement: Identify and implement process improvements to streamline reporting, enhance data accuracy, and improve KPI tracking systems. + Documentation & Training: Document reporting processes and provide training to users on accessing and interpreting reports. + Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. + Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture. **Supervision** + N/A **Section 3: Experience, Skills, Knowledge Requirements** + Bachelor’s degree in business, Statistics, Data Analytics, Information Systems, or a related field. + Strong understanding of KPI frameworks, data analytics, and business intelligence. + Excellent analytical and problem-solving skills with strong attention to detail. + Effective communication skills to present findings clearly to non-technical stakeholders. + Proficiency in data visualization tools (e.g., Power BI, Tableau) and reporting tools (e.g., SQL, Excel) is a plus + Knowledge of statistical analysis and data modeling is a plus. + Experience in Retirement is a plus. _Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website._ Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).