PEO Business Analyst

Accountabilities • Reconcile large datasets across vendors, insureds, and internal systems, investigating discrepancies and resolving variances.

• Analyze payroll, premium, claims, and operational data to ensure completeness, consistency, and accuracy.

• Develop and maintain recurring and ad hoc reports using Excel, Power BI, and other reporting tools.

• Create dashboards, performance metrics, and data visualizations for underwriting, operations, and executive leadership.

• Manage relationships with external vendors to support the timely and accurate delivery of data.

• Partner with underwriting, actuarial, finance, and operations teams to improve data quality, reporting, and business processes.

• Identify trends, anomalies, and opportunities for process improvement through data analysis.

• Document reporting procedures, data validation processes, and controls to promote consistency and accuracy.

• Participate in 5–10% travel to vendor locations and the home office throughout the year.

• Engage with mentors to build knowledge of the PEO and workers’ compensation industries.

• Pursue continuing education in data analytics, including relevant professional or AI and data certifications.

Requirements:

• Bachelor’s degree in Data Science, Data Analytics, or a related field; Business or Finance degrees are also considered when combined with relevant data experience.

• 3–5 years of relevant professional experience in data analytics, business analysis, reporting, or a related field.

• Hands-on experience with Power BI, SQL, and Databricks.

• Advanced Excel skills, including Pivot Tables, Power Query, XLOOKUP, and data modeling.

• Experience reconciling large, complex datasets and maintaining a high level of data accuracy.

• Strong analytical, organizational, problem-solving, and critical-thinking skills.

• Ability to translate complex data into clear, actionable reports and insights.

• Strong communication, relationship-building, vendor management, and follow-through skills.

• Commercial insurance, PEO, or workers’ compensation experience is preferred, with training available for candidates who bring strong analytical capabilities.

• Ability to manage large volumes of information with accuracy, attention to detail, and sound judgment.

• Willingness to continue developing expertise through mentorship and professional education.

• Ability to work from one of the designated locations in North Carolina, Georgia, Tennessee, or Alabama/Mississippi.

• Sponsorship is not offered for this role.

Benefits:

• Salary determined based on the scope, complexity, and location of the role, as well as the candidate’s skills, education, credentials, training, and experience.

• Opportunities to develop specialized knowledge in PEO and workers’ compensation.

• Mentorship and ongoing professional development opportunities.

• Support for continuing education in data analytics, AI, and related disciplines.

• Exposure to cross-functional teams spanning underwriting, actuarial, finance, operations, and executive leadership.

• Opportunity to contribute directly to data quality, reporting improvements, and operational efficiency.

• 5–10% travel throughout the year to vendor locations and the home office.

• Multiple eligible office locations across the United States.

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