Account Analyst

Job Locations US-OR-Portland

Overview

Support data-driven decisions with your talent for analysis and reporting. You’ll help drive new growth for a company whose core values include kindness, progression, and craftsmanship.

 

As an Account Analyst at Precoa, your data analysis and reporting will provide key insights for our field team. Acting as an analytical consultant to end-user groups, you’ll also help with market share analyses and commissions. A problem solver and a true team player, your support will improve our processes for assessing current account performance and evaluating prospective partners.

 

About Precoa: Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®. Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian’s top workplaces for eight consecutive years, and we support our external and internal partners with these core values in mind. Headquartered in Portland, OR since its founding in 2004, Precoa employs over 288 employees, plus a network of more than 600 independent preneed agents, all passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.

Responsibilities

  • Provide insight to leadership to improve company performance
  • Cross functional teamwork with members and leaders of many departments in the company
  • Conduct analyses and provide data and information in response to requests from teams and departments
  • Develop industry and company expertise to enhance ability to analyze data and lead projects
  • Work with account management, field management, business intelligence, corporate reporting, and strategy departments to build reports and drive company initiatives
  • Maintain a working knowledge of reporting infrastructure to perform consistent analyses

Qualifications

To perform the job successfully, an individual should demonstrate the following competencies:

  • Ability to work well with others in a cross-functional environment
  • Analytical approach to problem solving
  • Excellent verbal and written communication skills
  • Ability to assess financial performance and profitability of accounts
  • Outstanding presentation, reporting, and documentation skills
  • Proficient in documentation of business and report processes
  • Strong attention to detail, well organized, and able to multi-task
  • Ability to learn new skills and abilities quickly
  • Approaches work with a positive attitude and enthusiasm

Education and/or Experience:

  • BA/BS in business, finance, economics, or technical field preferred
  • At least 2-3 years of experience in a similar role
  • Proficient with Microsoft Office (Excel, Word, Outlook, Power Point, Access)
  • Intermediate to advanced Excel knowledge
  • Experience with SQL, Snowflake, or Tableau a plus

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