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2 open positions · From $30

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Data Analytics Lead

From $30/yr

FOCUS Remote, United States of America Company Overview FOCUS provides cloud-based, core administration solutions (FOCUS Tech) and services (FOCUS Insurance Services) for P\&C insurance companies and MGAs. Using decades of industry experience, FOCUS is taking the risk out of insurtech for small, mid-size, and growth-focused insurance organizations. When you join FOCUS, you immediately become one of our most valued components – and we’re committed to investing in you. That means you can look beyond the paycheck and excellent benefits to an environment that will help you grow and achieve your professional goals through development and advancement opportunities and the support of our outstanding leaders and teammates. The Lead, Data Analytics plays a critical role within FOCUS' Group's Data \& Technology division, driving the strategic use of data to inform business decisions, improve operational efficiency, and enhance client outcomes. This senior individual contributor leads complex analytics initiatives, serves as a subject matter expert across data domains, and acts as a key liaison between data engineering, business stakeholders, and executive leadership. The ideal candidate is an analytically rigorous, business-savvy professional with deep expertise in insurance or financial services data environments. They excel at translating ambiguous business questions into structured analytical frameworks, mentoring junior analysts, and delivering actionable insights at scale. This role is suited for someone who thrives in a fast-paced, collaborative environment and is passionate about harnessing data to drive meaningful outcomes. Position Summary Analytics Strategy \& Insight Generation 30% * Design and lead end-to-end analytics projects addressing strategic business questions across underwriting, claims, distribution, and client experience. * Develop advanced statistical models, segmentation analyses, and predictive frameworks to surface trends from large, complex datasets. * Define and track key performance indicators (KPIs) and metrics that drive business accountability and operational improvement. * Identify data gaps and quality issues; partner with data engineering to resolve root causes and improve data integrity. * Synthesize findings into clear, compelling narratives for both technical and non-technical audiences. Data Modeling, Reporting \& Visualization 30% * Architect and maintain scalable data models and pipelines in collaboration with data engineering teams. * Build and own executive-level dashboards and self-service reporting tools using BI platforms (e.g., Tableau, Power BI, Looker). * Write complex SQL queries and leverage Python/R for statistical analyses, automation, and ad hoc investigations. * Document data definitions, methodology, and analytical logic to ensure reproducibility and organizational knowledge transfer. * Evaluate and implement new analytics tools and technologies to improve team efficiency and capability. Stakeholder Collaboration \& Business Partnership 25% * Partner with business leaders in Sales, Underwriting, Operations, and Finance to translate needs into analytical project plans. * Facilitate requirements-gathering sessions and proactively manage expectations around timelines, scope, and deliverables. * Present analytical findings and recommendations to senior leadership; clearly articulate business impact and suggested actions. * Serve as a subject matter expert for data governance, data definitions, and analytical best practices across the organization. * Collaborate with IT and data engineering on infrastructure priorities, ensuring analytics requirements are represented in the roadmap. Team Leadership \& Mentorship 15% * Provide guidance, code review, and technical mentorship to junior and mid-level analysts on the team. * Lead project planning and workload prioritization for analytics initiatives; coordinate cross-functional delivery timelines. * Champion a culture of data-driven decision-making and analytical rigor across the organization. * Contribute to hiring, onboarding, and professional development efforts within the analytics function. Education * Required: Bachelor's degree in Statistics, Mathematics, Computer Science, Economics, Business Analytics, or a related quantitative field. * Preferred: Master's degree (MBA, MS in Data Science, Analytics, or related discipline). * Preferred: Relevant certifications such as Google Data Analytics, Tableau Desktop Specialist, or AWS Certified Data Analytics. Work Experience * Required: 6+ years of progressive experience in data analytics, business intelligence, or a related role, with at least 2 years in a lead or senior capacity. * Preferred: Experience in the insurance, financial services, or healthcare industry. * Preferred: Prior exposure to agency management systems, policy administration platforms, or insurance data warehouses. * Preferred: Experience working in an Agile/Scrum environment and managing analytics delivery within sprint cycles. Knowledge, Skills \& Abilities * Advanced proficiency in SQL; strong working knowledge of Python or R for analytical workflows. * Expertise with BI and visualization tools such as Tableau, Power BI, or Looker. * Proven ability to build and communicate complex analyses to executive and non-technical audiences. * Strong understanding of data modeling, data warehousing concepts, and ETL processes. * Excellent project management and organizational skills; ability to manage multiple priorities in a fast-paced environment. * High emotional intelligence with demonstrated ability to influence without formal authority. * Knowledge of insurance products, terminology, and regulatory environment is a strong plus. Supervisory Responsibility This role does not carry formal supervisory responsibility. However, the Lead, Data Analytics is expected to provide informal mentorship, technical guidance, and project leadership to junior and mid-level analysts within the team. Working Conditions Travel: Minimal; up to 10% travel may be required for team meetings, conferences, or client visits. Work Hours: Standard business hours (Monday–Friday); occasional flexibility required to meet project deadlines or collaborate across time zones. Why join the FOCUS Team? The FOCUS Difference: * Medical, Dental, Vision, Life, Pet; Flexible Spending Account * Competitive Salaries * 401K Match * Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave * Short and Long-Term Disability * Employee Support Programs, Including Mental Health * Tuition Reimbursement * Matching Charitable Gift Program * Lucrative Referral Program * Commuter Benefits * Flexibility: Remote and Hybrid Opportunities Available This position is not able to be performed in California, Colorado, New York or Washington. EEO Team Focus Insurance Group is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Team Focus Insurance Group is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrinfo@peak6insurtech.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. Note to applicant: It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. Please know that our company does not use lie detector tests in our hiring process.

3 months agovia universal intelligenceApply ›

Sr Operations Specialist (Settlements & Buy-Ins)

Austin, TX, USonsite

APEX FINTECH SOLUTIONS AUSTIN, TEXAS, UNITED STATES OF AMERICA WHO WE ARE Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers. Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila. If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. AFS has received a number of prestigious industry awards, including: * 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards * 2021 Most Innovative Companies - presented by Fast Company * 2021 Best API \& Best Trading Technology - presented by Global Fintech Awards ABOUT THIS ROLE We're looking for a motivated self-starter to join our expanding Operations team in Dallas, Texas. As an Operations Specialist (Settlements \& Buy-Ins), you’ll be joining a team that executes on critical market-related and client-reporting functions. You will support the Settlements and Buy-ins teams by performing a variety of risk and regulatory functions. This is an opportunity to support Apex’s core products for our introducing broker-dealers. Duties/Responsibilities * Settlements Operations Oversight: Monitor and resolve critical settlement exceptions, failed trades, and buy-in events across custody, clearing, and settlement platforms. Ensure all settlement workflows, reconciliations, and cash/securities movements are processed accurately and efficiently, with issues escalated and resolved promptly. * Client \& Broker-Dealer Relations: Serve as primary point of contact for client inquiries related to settlement status, trade breaks, buy-in notifications, and position discrepancies. Communicate proactively via email and phone with clients, custodians, and counterparties to resolve settlement issues and ensure superior service delivery. * Regulatory Compliance \& Technical Expertise: Maintain comprehensive knowledge of SEC Rule 204, Regulation SHO, settlement discipline requirements, and FINRA trade reporting rules. Ensure all settlement operations comply with regulatory standards while staying current on evolving settlement cycle changes (T+1) and industry best practices. * Systems Management \& Automation Initiatives: Partner with Technology teams to identify automation opportunities, reduce manual interventions, and enhance system capabilities for settlement processing and exception handling. * Process Optimization \& Analysis: Analyze settlement workflows, buy-in procedures, and reconciliation processes to identify inefficiencies and operational risks. Design and implement process improvements that reduce settlement failures, minimize buy-in costs, and enhance operational scalability. * Documentation \& Procedure Development: Help maintain comprehensive Written Supervisory Procedures (WSPs)and desktop procedures. Ensure documentation supports operational consistency, audit readiness, and knowledge transfer across the team. * Team Leadership \& Mentorship: Train, coach, and develop junior operations specialists and analysts in settlement operations, buy-in procedures, and regulatory requirements. Foster a culture of continuous improvement, technical excellence, and proactive problem-solving. * Service Level Agreement (SLA) Accountability: Own the achievement and monitoring of Service Center SLAs , settlement fail rates, and buy-in resolution times. Drive performance improvements and ensure consistent target attainment. * Cross-Functional Technology Collaboration: Act as liaison between Operations and Product/Technology teams to communicate settlement system requirements, prioritize enhancement requests, and validate system releases. Provide operational expertise to support platform upgrades and new product launches affecting settlement workflows. Education and/or Experience * Bachelor’s degree in Business Administration, Accounting, Finance, Economics, or a related field (or equivalent work experience) required * 3+ years of prior experience in back-office brokerage operations * FINRA SIE and Series 99 License(s) require (or willingness to obtain) Required Skills/Abilities * High attention to detail with a proven ability to follow up and resolve complex issues across multiple stakeholders. * Excellent organizational and time-management skills, with the ability to prioritize tasks and meet deadlines. * Collaborative mindset with strong interpersonal and communication skills to work effectively across teams and functions. * Proficient in Microsoft 365 (Excel, Word, PowerPoint) * Displays relentless focus on customer service and customer satisfaction Work Environment * This job operates in a hybrid, office environment. #operations #associate #full-time #LI-KD1 #APEX Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our Rewards We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices. EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.

7 months agovia universal intelligenceApply ›

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