Delivers accurate, timely reporting and actionable analysis for internal and external stakeholders. Handles ad hoc requests, validates and reconciles data, performs quality checks, documents report logic, manages request queues and SLAs, and identifies automation opportunities. Uses SQL and Python for data extraction, transformation, validation, analysis, and recurring process automation. Maintains report templates and collaborates with data, visualization, product, operations, compliance, and account management teams while protecting sensitive data.
Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com .
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Our growth and culture haven't gone unnoticed -- we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.
Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.
Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided.
Job Summary & Responsibilities
Reporting Analyst will deliver accurate, timely, and actionable reporting that supports business decisions and client outcomes. This role partners with internal and external stakeholders to translate business questions into clear analysis, manage a high volume of varied reporting requests, and ensure outputs are accurate, well-documented, and fit for business use. The ideal candidate is energized by solving diverse data problems, communicates proactively, treats data quality and privacy as non-negotiable, and brings a service-oriented mindset to supporting stakeholders and teammates.
Ad hoc reporting
Data Quality & Process Improvement
Technical Skills
Preferred Qualifications
Education & Experience:
Skills & Abilities:
Compensation & Benefits
$65,800-$83,000 per year
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com .
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Our growth and culture haven't gone unnoticed -- we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.
Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.
Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided.
Job Summary & Responsibilities
Reporting Analyst will deliver accurate, timely, and actionable reporting that supports business decisions and client outcomes. This role partners with internal and external stakeholders to translate business questions into clear analysis, manage a high volume of varied reporting requests, and ensure outputs are accurate, well-documented, and fit for business use. The ideal candidate is energized by solving diverse data problems, communicates proactively, treats data quality and privacy as non-negotiable, and brings a service-oriented mindset to supporting stakeholders and teammates.
Ad hoc reporting
- Respond to ad hoc data requests from stakeholders, translating business questions into clean, accurate analysis with appropriate context
- Receive, triage, and fulfill the ad hoc requests within established SLA targets
- Maintain a request queue, communicate status proactively, and flag capacity conflicts during peak periods
- Identify recurring ad hoc requests and escalate candidates for automation or standard report development
- Handle sensitive data, including PHI and/or PII, in accordance with company policies, privacy standards, and applicable regulatory requirements
Data Quality & Process Improvement
- Perform data validation, reconciliation, and quality checks to ensure outputs are accurate, complete, and fit for business use.
- Monitor re-run rates and analyze root causes; partner with the data visualization team to close self service reporting gaps that drive ad hoc volume
- Document report specifications, data dictionaries, and business logic for all standard and recurring outputs
- Contribute to data catalog initiatives
Technical Skills
- Write production-quality SQL to extract, transform, and validate data from multiple sources
- Use Python for data wrangling, automation of recurring processes, statistical analysis, and lightweight tooling
- Maintain a personal queue of both ad hoc and recurring work, managing competing priorities transparently and proactively
- Document your work - queries, logic, and outputs - so your analyses are reproducible and your teammates aren't starting from scratch
- Build and maintain a library of parameterized report templates to reduce per-request development time
Preferred Qualifications
Education & Experience:
- 2 -5 years experience in a reporting analyst role, ideally in a client-facing or multi-stakeholder environment in financial services or healthcare
- Experience managing a high volume, varied requests across multiple stakeholder types
- Bachelor's Degree in Data Analytics, Information Systems, Statistics, Mathematics, Computer Science, Engineering, Data Science, or similar
Skills & Abilities:
- Strong, production-quality SQL - experience with complex joins and query optimization
- Proficiency in Python for data manipulation, automation, and analysis
- Use request management tools to track intake, prioritization, status, SLAs and delivery history
- Clear written and verbal communication
- Ability to prioritize under deadline pressure
- High attention to detail and built-in instinct to QA your own work
- Familiarity with data warehouse environments (Snowflake, BigQuery)
- Familiarity with AI-assisted coding or analytics tools, such as Claude Code, GitHub Copilot, or similar
- Experience with Git Repo or similar
- Experience with BI platforms (Tableau, Power BI, Looker)
- Ability to collaborate with data engineering, data visualization, product, operations, compliance, or account management as appropriate
- Exposure to account management, financial services, and/or healthcare
Compensation & Benefits
$65,800-$83,000 per year
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