Financial Data & Reporting Specialist

Plan Advisors

Remote regions

US

Salary range

$60,000–$70,000/yr

Benefits

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Key Responsibilities:

  • Maintain, update, and validate operational records and datasets.
  • Perform routine audits to ensure data accuracy.
  • Support documentation of data sources.

Financial Reporting & Analysis:

  • Support development and maintenance of ETL documentation.
  • Perform basic data transformations using excel.
  • Help validate outputs of automated ETL pipelines.

Technology & Data Tools:

  • Support the development of financial dashboards and reports using Excel, Power BI, and other tools.
  • Use data tools to improve process efficiency and data accuracy.

Plan Advisors

Plan Advisors is a team of agile Medicare experts with years of experience both as independent brokers and as leaders within national carrier organizations. Plan Advisors is a proud member of the Integrity Family of Companies and has been serving Americans for years and have earned nationwide recognition.

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