Business Analyst

Job Locations US-OR-Portland


Company Overview:

Precoa (The Preneed Company of America) is a national sales and marketing company within the preneed insurance industry. We are the nation’s leading provider of an innovative marketing, lead generation, and appointment setting system called Proactive Preneed. Since inception in 2004, Precoa has been the fastest growing company within the preneed industry.


Position Summary:

The Business Analyst role relies heavily on your data and reporting capabilities to provide accurate and data-based information on key performance metrics.  In this role you will research and analyze business and operational information to help the company make well informed decisions, monitor movements and create future performance projections.


Essential Duties and Responsibilities: 

  • Provide insight to leadership to improve company performance
  • Cross functional teamwork with members and leaders of all departments in the company
  • Monitor company’s health through reports designed to track and analyze key performance metrics
  • Conduct analyses and provide data and information in response to requests from management
  • Develop expertise across all company functional groups to enhance ability to analyze and report
  • Work with the Business Intelligence department and program leads to design custom reports
  • Maintain a working knowledge of reporting infrastructure to perform consistent analyses
  • Other job duties and ad hoc requests as assigned


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

  • Ability to work well with others
  • Analytical approach to problem solving
  • Outstanding presentation, reporting and communication skills
  • Proficient in documentation of process, both business and report requirements
  • Strong attention to detail, well-organized and able to multi-task
  • Ability to learn new skills and abilities quickly
  • Working knowledge of profitability, ROI and forecasting methods
  • Ability to work within deadlines in a fast-paced environment
  • Approaches work with a positive attitude and enthusiasm

Education & Qualifications

  • BA/BS in business, finance, economics or technical field preferred
  • At least 2-3 years of relevant experience in a similar role
  • Technical qualifications include strong report building skills via SQL and Tableau (other similar data visualization tools acceptable)
  • Experience writing reports via SSRS a plus
  • Advanced skills with Microsoft Office Suite (especially Excel)
  • Experience creating key metric projections a plus


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