Reporting Analyst (Custom Design Benefits)

At Custom Design Benefits, our growth is fueled by a clear vision, disciplined execution, and a team that leads with values. We’re guided every day by what matters most:
1.      Take Care of Our Clients
2.      Be Positive and “Bring It”
3.      Deliver Results
4.      Be a Great Teammate/Collaborate

Tasks:
• Produce data in a variety of formats including electronic files, reports, and spreadsheets to maximize 
efficiency using various reporting tools.
• Design and create reports using tools such as Microsoft Excel.
• Generating, updating, creating, modifying and validating reports in Cedargate Plan Analytics, Template Manager, SQL, VBA and other systems as requested.
• Create efficiencies and ease of use initiatives for all reporting data.
• Design and create ad hoc reports to meet customer and broker needs. 
• Collaborates regarding reporting design and development to support internal and external stakeholders.
• Other duties as assigned. 

Our Ideal Candidate:
• Achiever
• Critical Thinker
• Problem Solver
• Positive
• Reliable
• Self-Starter
• Team-Player