Guardian

Financial Services

FirmTechnologyRepresentative

$83–136k Holmdel, New Jersey, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Financial Services
Problems you'll solve

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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