Guardian
Financial Services
FirmTechnologyRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Firm Technology Representative at Guardian. Skills: Reporting, Data Analysis, SQL. Maintain applications. Enhance applications”
What You'll Achieve.
Monitor results against thresholds; Monitor results against awards; Monitor results against recognition; Meet reporting needs; Meet technology needs; Automate functions; Streamline functions; Utilize technology optimally; Realize benefits from incentives; Realize benefits from rewards; Develop automated solutions; Support reporting processes; Maintain accurate datasets; Supply reports; Prepare performance reports; Statistically prove hypothesis; Prove correlation between data and modifications
Industry & Context.
Analytical skills; Problem-solving approach; Technical problem-solving; Problem solving; Issue resolution; Troubleshooting
What They're Looking For.
Must Have
2+ years financial services experience, 2+ years reporting experience, 2+ years business analysis experience, 2+ years report development experience, 2+ years workflow design experience, 2+ years testing experience, Intermediate+ MS Excel experience, Intermediate+ MS Access experience, Intermediate+ MS Word experience, Intermediate+ MS PowerPoint experience, Intermediate+ MS Office Products experience, Intermediate+ database experience, Ability to work with databases, Ability to maintain databases, Ability to write reports in SQL, Ability to handle multiple priorities, Ability to meet deadlines, Ability to interact with home office staff, Ability to assist Firm Heads/Advisors, Ability to perform technical tasks, Ability to perform business tasks, Ability to work independently, Ability to collaborate with others, Experience developing business applications, Experience with relational database technology, Experience creating management reports, Experience generating management reports, Experience with SQL syntax, Experience with Business Objects, Experience with Adobe Professional, Experience with financial reporting, Experience with management reporting, Experience in insurance industry, Experience in financial services industry, Experience in healthcare organization, Experience writing business documents, Experience writing business process documentation, Experience writing end user documentation, Organizational skills, Aptitude for detail, Ability to think critically, Ability to analyze, Ability to prioritize, Ability to problem-solve, Demonstrate business knowledge, Demonstrate initiative, Understanding of relational database design, Understanding of database concepts, Excellent verbal communication skills, Excellent written communication skills, Ability to engage with Firms & Advisors, Ability to discuss requirements clearly, Ability to conduct research, Ability to explain findings, Ability to explain results, Problem-solving approach to business challenges, Ability to understand business needs, Ability to conceptualize technical solutions, Ability to design technical solutions, Ability to implement technical solutions, Attention to detail, Passion for precision, Passion for accuracy, Analytical skills, Organizational skills, Excellent time management skills, Familiarity with designing procedures, Familiarity with designing processes, Experience with systems reporting environment, Experience with reporting reporting environment, Problem solving, Issue resolution, System Development Project Lifecycle knowledge, Agile knowledge
Nice to Have
Experience in firm-related business functions a plus, Experience with insurance industry preferred, Experience with financial services industry preferred, Experience with healthcare organization preferred, Experience with SQL preferred, Experience with Business Objects preferred, Experience with Adobe Professional preferred
What You'll Do.
Maintain applications
Maintain GOL publications
Enhance GOL publications
Develop GOL publications
Design automated reporting
Develop automated reporting
Design streamlined reporting
Develop streamlined reporting
Meet technology needs
Monitor report effectiveness
Utilize appropriate technology
Realize benefits from incentives
Realize benefits from rewards
Implement scheduled reports
Implement ad hoc reports
Learn new software tools
Coordinate automation efforts
Automate report production
Develop automated solutions
Provide business support
Provide technical support
Support reporting processes
Maintain accurate datasets
Maintain data warehouses
Supply ad hoc reports
Supply scheduled reports
Prepare field performance reports
Prepare performance reporting infrastructure
Test performance reporting infrastructure
Maintain performance reporting infrastructure
Maintain data analysis
Document infrastructure
Collaborate on report development
Collaborate on report documentation
Collaborate on report distribution
Collaborate on report testing
Provide data for trend identification
Identify trends impacting performance
Support recommendations to leadership
Provide feedback on reporting capabilities
Provide feedback on data availability
Collaborate on project definition
Collaborate on project scoping
Collaborate on project completion
Statistically prove hypothesis
Prove correlation between data and modifications
Maintain ACS Clubs system
Maintain Agency Paid-For system
Maintain Recruitment and Retention system
Review qualification rules
Analyze qualification rules
Monitor qualification rules
Review qualification criteria
Analyze qualification criteria
Monitor qualification criteria
How You'll Work.
Team & Collaboration
Coordinate with technology partners; Coordinate with data partners; Collaborate with team members; Interact with home office staff; Assist Firm Heads/Advisors
Communication Scope
Verbal communication; Written communication; Discuss requirements; Explain findings; Explain results
Process & Methodology
System Development Project Lifecycle, Agile
Full Job Description
The Primary objective of the Firm Technology Representative, Program Reporting & Analytics is to take responsibility for maintaining, enhancing and developing applications, reports & GOL publications for Distribution Sales Compensation (DSC) management, Guardian firms, and Guardian advisors to monitor results in the context of key production/performance thresholds and awards & recognition programs. Specifically, this role will work on the ACS Clubs application, Agency Paid-For system, various reporting platforms and data sources, and other functions as required, including specialized recurring/ad-hoc reports. This position involves design and development of automated/streamlined reporting and tracking of results, requiring analytical skills and technical problem-solving skills. An additional objective is to act as liaison between DSC, other user teams and IT. The role will focus on ensuring that reporting & technology needs of DSC and its customers within the Guardian Home Office and the Field are met. This role will assist with monitoring the effectiveness of reports being developed and distributed, automating and streamlining a broad array of functions and ensuring that the appropriate technology is utilized to optimally realize benefits from the incentives & rewards we offer. ## **You will** **Major Opportunities & Decisions:** * Implement scheduled/ad hoc reports using Excel, Tableau, QuickSuite, Access, SQL, Business Objects, Adobe Professional and other software as required. Learning new software tools to stay up to date on latest technology. * In coordination with technology and data partners, coordinate efforts to automate production of critical labor-intensive management reports & develop automated solutions for business needs. * Provide supplemental business and technical support and assistance to users of Guardian’s firm-related systems, including Guardian Firms and Home Office staff. * Support successful execution of reporting processes, maintain accurat
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