Jackson Financial
|Business Intelligence Analyst
Nashville, TN, US
Summary
Led the development and automation of critical dashboards and semantic models, providing executive leaders with clear insights into sales and product performance within an insurance operations environment.
Highlights
Developed and deployed advanced dashboards and semantic models across Tableau, Power BI, and Microsoft Fabric, utilized by over 150 users to provide clear, actionable insights into sales and product performance.
Automated recurring reports using Tableau Prep, Power Query, and Power BI, resulting in 16 hours saved weekly and a significant improvement in data accuracy.
Conducted rigorous testing, validation, and auditing for over 40% of reports, enhancing data integrity and strengthening executive trust in reporting and decision-making.
Standardized quarterly Excel data packs through Fabric Dataflows and Lakehouse staging tables, establishing reliable, reusable data sources for efficient management reporting.
Executed scheduled and ad hoc analysis requests for executive stakeholders, supporting strategic decisions across annuity products, sales channels, and territories.