Data Analyst role focused on operational data analysis and improvement initiatives at motor insurance provider Prima. Collaborating across teams to enhance decision making and customer outcomes.
About the role
- Analyzing material costs and Salesforce data to provide insights for pricing strategies. Supporting business development and operational efficiency through data-driven decisions and collaboration.
Responsibilities
- Determine proposed material unit costs based on quotes and procurement history.
- Review procurement history for trends in material prices across business segments.
- Assist with transitioning material costs and assumptions from business development to operations after contract award.
- Analyze actual material costs post-award compared to estimates to assess accuracy, trends, and risks; improve estimating techniques.
- Support sourcing and negotiation of material costs.
- Analyze Economic Price Adjustment (EPA) rules and indices, present risk assessments to the pricing team.
- Analyze government counteroffers on proposals to identify trends and negotiation tactics.
- Update material costs after proposal submittal in preparation for negotiations.
- Assist with analytical projects related to competitor pricing and government estimates.
- Analyze Salesforce data to identify trends in opportunities, suppliers, customers, margins, amounts, capture rates, win rates, and other KPIs.
- Design, build, and maintain Salesforce reports and dashboards to support multiple stakeholders and their teams.
- Ensure completeness and quality of sales data in Salesforce; monitor data integrity and resolve discrepancies.
- Provide ad-hoc analysis and reporting for leadership teams, including opportunity pipeline, revenue forecasts, and supplier/customer performance.
- Identify areas for process improvement and provide recommendations to Sales Operations and Business Development leads.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics or related field
- 2 + years of pricing experience and 2+ years of Salesforce analytics experience. May include military personnel who have been formerly trained or have relevant experience in lieu of civilian experience.
- Proficiency with Microsoft Office (Word, Outlook, PowerPoint, Access, Excel).
- Experience with Salesforce reporting, dashboards, and data management.
- Analytical skills in evaluating sales and pricing data, identifying trends, and presenting actionable insights.
- Ability to work collaboratively across teams and communicate technical concepts to non-technical stakeholders.
- Strong critical thinking and problem-solving abilities with a focus on continuous improvement.
- Highly meticulous and organized to execute multiple projects at once, adhering to deadlines.
- Excellent verbal and written communication skills. Must be able to engage in and exchange communication with others in all situations.
Benefits
- Commission Program
- Wellness Program
- 3 weeks of PTO with a generous accrual policy
- Employee Assistance Program (EAP)
- Observe 14 annual Holidays.
- Nationwide Medical, Dental, Vision, & FSA
- Flexible Work Life Balance
- Optional Additional Life Insurance
- Casual Work Environment
- Short- & Long-Term Disability
- Progressive Associate Recognition Program
- Annual social and community events
- Company Provided Professional development
- Company provided PC and office supplies
- Annual Education Assistance Program
- On-site Free Parking [Hybrid/ In-person]
- 401K with bi-weekly Safe Harbor contributions
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