Senior Analyst, Benefits & Cancellations Reporting

Role Overview

• Responsible for end-to-end benefits and cancellations reporting, oversight, and analysis for the Payment Security debt cancellation product (and applicable Emerging Products)
• Serve as the subject matter expert for reporting accuracy, data integrity, and actionable insights related to: (1) benefit utilization analysis, (2) benefit and cancellation trends and drivers, and (3) leadership-level reporting that supports operational execution, risk management, and continuous improvement.
• Own the reporting lifecycle for Customer Benefits and Customer Cancellations, including consolidating and validating data from internal and external sources, performing deep-dive analysis, identifying anomalies and root causes, and reworking/rebuilding existing Supplier reporting to produce clearer, more decision-ready insights for Leadership.
• Conduct analysis to understand benefit utilization (e.g., customer attributes, origination/channel, tenure, geography, merchant/portfolio, segment, and other available dimensions), and identify patterns, shifts, and potential risks/opportunities.
• Analyze cancellation behavior and drivers, including timing, reason trends, and leading indicators; surface actionable insights to improve retention and customer outcomes.
• Build and deliver trend analysis, exception reporting, and deep dives to identify operational risks, anomalies, and emerging themes impacting benefits and cancellations performance.
• Rework, enhance, or rebuild existing reporting (dashboards, recurring decks, scorecards, datasets) to improve clarity, segmentation, drill-down capabilities, and executive relevance.
• Translate complex findings into concise leadership-ready insights, including narratives, recommendations, and measurable actions.
• Build strong working relationships with internal teams (e.g., Product, Operations, Compliance, Customer Experience, Risk) and external partners to align on definitions, outcomes, and action plans.
• Support Payment Security / Emerging Products initiatives and special projects as needed.

Requirements

• Bachelor’s degree with 2+ years in a business analyst / reporting type of role or in lieu of degree 4+ years of relevant experience in a business analyst / reporting type of role (analytics/reporting, supplier management, and/or insurance processing)
• 2+ years of data analysis and reporting experience and also reporting back findings
• Strong PC proficiency (Microsoft Office: Excel, PowerPoint, Word, Outlook) or comparable tools.
• MS Excel (with experience /expertise with pivot tables, XLOOKUP, data validation; ability to build reporting with minimal ramp up); working knowledge of PowerPoint and Word.
• 2+ years of experience using a data visualization tool such as Tableau, Power BI or similar.
• Strong written and verbal communication skills, including ability to summarize findings for leadership.

Tech Stack

• Tableau

Benefits

• best-in-class employee benefits and programs that cater to work-life integration and overall well-being
• career advancement and upskilling opportunities