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Business Intelligence & Finance Sr. Analyst

Description

This is a full-time, remote position based in the continental United States.


Are you analytical and curious, with a knack for transforming data into meaningful stories that drive business decisions? Do you enjoy finding patterns, optimizing processes, and building reports that bring clarity and confidence to leadership teams? If this sounds like you, we’d love to meet you!


We’re looking for a Business Intelligence & Finance Sr. Analyst to join our high-performing team in the Business Division. This newly created, dual-purpose role blends core responsibilities across business intelligence and financial reporting, allowing you to shape how we understand and act on performance insights across the company.


ABOUT US

MASA has been a leader in emergency medical transportation insurance since 1974. We're not just a company – we're a close-knit team dedicated to "Protecting families with compassion when others don't." Our professional yet friendly company culture fosters collaboration, innovation, and a clear mission that resonates through every role as we support our expanding base of 2+ million members across the United States and the Caribbean. Learn more at https://www.masaaccess.com. 


WHAT YOU WILL DO

Reporting to our Sr. Manager of Finance and Data Analytics, you’ll work closely with Finance, Sales Operations, and Tech teams to build a scalable performance reporting ecosystem from the ground up. It’s a high-visibility role with room to grow and a direct line to strategic decision-making.


Business Intelligence Focus

  • Lead construction of sales pipeline reporting, including data modeling, Power BI dashboards, and recurring insights aligned to business KPIs.
  • Manage ad hoc reporting and analysis in Power BI and Excel to support strategic decision-making.
  • Leverage historical data housed in Tableau as needed to supplement pipeline forecasting.
  • Partner with sales and operations teams to ensure high-quality, consistent CRM data (Dynamics 365) to support reporting needs.
  • Support the development of a broader KPI suite spanning in-force performance, industry trends, and product lifecycles.

Finance Focus

  • Design and automate a standardized Quarterly KPI Dashboard for executive review.
  • Build and maintain a streamlined, scalable Monthly Business Review (MBR) process, transitioning from manual to repeatable reporting.
  • Optimize the data submission process between segment finance teams and corporate finance to ensure accurate and timely consolidation.
  • Contribute to forecasting and performance measurement projects, emphasizing clean data flows and scalable reporting templates.

WHAT YOU BRING

  • Bachelor's degree in Finance, Business Analytics, Data Science, or a related field.
  • 4+ years of experience in a data or finance-heavy role, preferably with exposure to both disciplines.
  • Advanced Excel skills (e.g., Power Query, pivot tables, financial modeling).
  • Power BI data modeling and visualization expertise, ability to translate business questions into compelling, scalable dashboards.
  • Familiarity with Tableau and willingness to work with legacy reporting as needed.
  • Strong communication and collaboration skills, comfortable working with both technical and non-technical stakeholders.
  • Ability to work independently, juggle priorities, and thrive in a fast-paced, evolving environment.
  • Experience with Microsoft Dynamics 365 CRM, familiarity with subscription-based or recurring revenue models, or exposure to financial consolidation and/or FP&A processes are a plus.

WHAT WE WILL PROVIDE YOU

  • Competitive base salary, bonuses, and comprehensive employee benefits programs, including medical, dental, and vision insurance with highly rated carriers; a 401(k) program with a company match; paid time off; company-paid short-term disability, long-term disability, and basic life insurance; and a free MASA membership.
  • A professional and friendly company culture that supports a clear mission: "Protecting families with compassion when others don’t." 
  • An opportunity to unleash your expertise and create a lasting impact on our journey of growth and success!

WHY WE THINK YOU’LL LOVE THIS OPPORTUNITY

This isn’t just a reporting role — it’s a chance to build something that drives impact at scale. You’ll shape how performance is measured and shared across the organization, support strategic decisions, and gain exposure to executive leaders. At MASA, we believe in Accountability, Compassion, Customer Service Excellence, Trust, and Teamwork — and we’re excited to welcome someone who’s energized by these values.


If you’re ready to build, innovate, and grow with us—apply now.


NOTE: Any pay range listed for this position is an estimate by the job board and may not reflect the actual compensation.


#LI-RH1 #LI-REMOTE #corpjobs

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What You Should Know About Business Intelligence & Finance Sr. Analyst, MASA

We're excited to announce an amazing opportunity for a Business Intelligence & Finance Sr. Analyst at MASA! This full-time, remote position allows you to work from the comfort of your home while being an integral part of our dynamic team in Fort Lauderdale, Florida. If you thrive on analyzing data and using it to create insightful stories that steer business decisions, then you might be just the person we’re looking for. In this dual-purpose role, you will merge business intelligence with financial reporting, shaping how our company interprets performance insights. You’ll report directly to our Sr. Manager of Finance and Data Analytics, collaborating closely with various teams, including Finance, Sales Operations, and Tech. You’ll lead the construction of vital sales pipeline reports, build Power BI dashboards, and support strategic decision-making through expert data analysis. Your work will not only optimize processes but also contribute to developing key performance indicators (KPIs) that drive our mission of “Protecting families with compassion.” At MASA, we've been at the forefront of emergency medical transportation insurance since 1974, and our close-knit team is dedicated to supporting over 2 million members across the U.S. and the Caribbean. If you're ready to bring your expertise to a company that values compassion and teamwork, don't hesitate to apply! We're eager to see what you bring to the table.

Frequently Asked Questions (FAQs) for Business Intelligence & Finance Sr. Analyst Role at MASA
What are the main responsibilities of a Business Intelligence & Finance Sr. Analyst at MASA?

As a Business Intelligence & Finance Sr. Analyst at MASA, your primary responsibilities include leading the development of sales pipeline reporting, constructing Power BI dashboards, and ensuring high-quality CRM data management. Additionally, you'll support strategic decision-making through ad hoc reporting and automate key business processes. This role is crucial for optimizing performance insights that align with our business objectives.

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What qualifications do I need to apply for the Business Intelligence & Finance Sr. Analyst position at MASA?

To be a strong candidate for the Business Intelligence & Finance Sr. Analyst role at MASA, you should have a Bachelor's degree in Finance, Business Analytics, or a related field, along with at least 4 years of experience in a data or finance-heavy role. Proficiency in Excel, Power BI, and familiarity with CRM systems like Microsoft Dynamics 365 are key qualifications we're looking for.

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How does MASA support career growth for Business Intelligence & Finance Sr. Analysts?

At MASA, we believe in nurturing talent and fostering an environment where our Business Intelligence & Finance Sr. Analysts can thrive. This role offers high visibility within the organization and opportunities for strategic involvement, ensuring you can grow and enhance your skills while contributing to our mission. We prioritize continuous learning and encourage innovation within our team.

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What tools and technologies will I use as a Business Intelligence & Finance Sr. Analyst at MASA?

In the role of Business Intelligence & Finance Sr. Analyst at MASA, you will work extensively with tools such as Power BI for data visualization, Excel for data analysis and financial modeling, as well as Tableau for historical data referencing. Familiarity with CRM systems like Microsoft Dynamics 365 is also important, as you will be ensuring the integrity of data for reporting purposes.

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What does the company culture look like for Business Intelligence & Finance Sr. Analysts at MASA?

The company culture at MASA is one that thrives on collaboration, accountability, and compassion. As a Business Intelligence & Finance Sr. Analyst, you will join a dedicated team committed to our mission of protecting families. We value teamwork and support each other in driving strategic insights that impact decision-making across the organization.

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Common Interview Questions for Business Intelligence & Finance Sr. Analyst
Can you describe your experience with Power BI as a Business Intelligence & Finance Sr. Analyst?

When answering this question, detail how you've utilized Power BI to create dashboards or models that support business decision-making. Highlight specific projects where your visualizations have directly influenced strategy, showcasing your analytical skills and ability to translate data into actionable insights.

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How do you ensure data accuracy in your reporting processes?

Discuss methods you've implemented to validate data accuracy, such as regular audits, cross-referencing data sources, and standardizing processes. Emphasizing your attention to detail and your systematic approaches will demonstrate your commitment to quality in your role as a Business Intelligence & Finance Sr. Analyst.

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What strategies do you use to communicate complex financial data to non-technical stakeholders?

Illustrate your approach to simplifying complex data by focusing on visualization, storytelling, and contextualization. Share examples where you successfully presented intricate financial insights in an easily understandable format for non-technical audiences, highlighting your communication skills.

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Can you provide an example of a KPI you developed and how it was used to inform business decisions?

This is a great opportunity to showcase a specific KPI implementation. Describe the KPI's design, the data sources you integrated, and explain how it ultimately shaped decisions or strategies within the organization. This demonstrates your practical experience in connecting KPIs with business outcomes.

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How do you prioritize multiple projects in a fast-paced environment?

In your response, outline your project management techniques, such as setting clear priorities, using task management tools, or employing Agile methodologies. Share a situation where your organizational skills allowed you to successfully manage competing deadlines while maintaining quality in your reporting.

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How familiar are you with Microsoft Dynamics 365 CRM?

Elaborate on your experience with Microsoft Dynamics 365 CRM, emphasizing specific features you've used for reporting or data management purposes. If applicable, describe how you've integrated data from Dynamics 365 into your analytics work and any challenges you overcame.

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Describe a time when you worked cross-functionally with other teams.

Provide an example that illustrates your collaboration with other departments, detailing the project scope, your role as a Business Intelligence & Finance Sr. Analyst, and the outcomes of that collaboration. This will show your ability to work effectively with diverse teams and stakeholders, reflecting MASA's values of teamwork.

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What methods do you employ to analyze trends in financial data?

Share the analytical techniques you use, such as time-series analysis, variance analysis, or comparative financial modeling. Providing examples of how you identified trends directly influencing business decisions will demonstrate your analytical prowess.

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How do you handle unexpected challenges or changes in data during a project?

Discuss your problem-solving approach in adapting to unexpected data challenges, such as employing alternate data sources, gathering input from stakeholders, or adjusting project timelines. This will demonstrate your flexibility and resourcefulness as a Business Intelligence & Finance Sr. Analyst.

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What motivates you to pursue the Business Intelligence & Finance Sr. Analyst role at MASA?

Share your genuine motivations, focusing on your passion for data analytics and the mission-driven culture at MASA. Emphasize how this aligns with your career goals and how you envision contributing to the company's growth and values of compassion and accountability.

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Ready for your next big career opportunity? Join MASA’s amazing and energetic team! You’ll be empowered to make a daily positive impact for 2 million members worldwide. For nearly 50 years, we have proudly served our members by setting and contin...

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Full-time, remote
DATE POSTED
April 16, 2025

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