Business Reporting Analyst

If you’re looking for a career that provides affordable health benefit solutions to the people who support some of the most vital industries, we’re looking for you.

At Pinnacle Claims Management, we are an innovative third-party administrator (TPA) that provides a full-suite of comprehensive and customized health benefits administration services for self-funded companies, including health management and wellness solutions, and pharmacy benefit management. As part of the Western Growers Family of Companies, we are committed to providing our employees with everything they need to succeed and grow. We know that taking care of our clients starts with taking care of our employees.

As a keystone of our philosophy, we recognize that every person on our team comes to us with a unique background, history and story that adds strength to our organization. Additionally, employees are encouraged to recognize that there isn’t a work life and a home life, there is one life. This recognition throughout the organization emphasizes the value of finding a healthy and happy balance in every employee’s life. One way this is realized for employees of Pinnacle Claims Management is flexible work arrangements with work-from-home, in-office or hybrid options.

With competitive compensation packages, premier investment support, enriching personal development and more, we strive for our employees’ job satisfaction and success.

Compensation: $90,691-$93,866 with a rich benefits package that includes profit-sharing.

JOB DESCRIPTION SUMMARY

This role supports the CCSB Sales organization through recurring reporting, Excel-based analysis, commission support, new business and renewal reporting, Salesforce data maintenance, and operational reporting coordination. The incumbent is responsible for maintaining accurate sales reporting files, supporting commission and production reporting, preparing recurring new business and renewal reports, validating data, and ensuring reporting tools and templates remain accurate and up to date. This position requires strong Excel skills, attention to detail, and the ability to organize, reconcile, and maintain recurring reporting processes. The role also supports Salesforce data integrity, reporting, dashboards, and user support as needed to improve sales reporting accuracy and operational efficiency.

QUALIFICATIONS

• Bachelors (BA/BS) degree preferred. One (1) to four (4) years of related experience in sales operations, reporting, business support, commissions support, or Salesforce reporting or equivalent combination of education and experience.
• Strong Excel skills required, including comfort working with formulas, pivot tables, filters, sorting, formatting, recurring templates, data validation, and reconciliations.
• Experience with lookup formulas, conditional formatting, report templates, and basic data cleanup preferred.
• Experience preparing, maintaining, or validating recurring business reports, sales reports, commission files, renewal reports, or production reports preferred.
• Working knowledge of Salesforce CRM, including reports, dashboards, data maintenance, and user support preferred.
• Solid mathematical aptitude with the ability to review calculations, compare data, and research discrepancies.
• Proficiency in Microsoft Excel, PowerPoint, SharePoint, and other Microsoft Office applications required.
• Familiarity with data management, reporting processes, and workflow automation tools is a plus.
• Strong analytical and problem-solving skills with the ability to interpret business needs and recommend practical solutions.
• Excellent written and verbal communication skills.
• Proven ability to collaborate effectively with stakeholders across multiple departments.
• Ability to work independently with minimal supervision while adapting to changing business priorities

DUTIES AND RESPONSIBILITIES

Reporting and File Maintenance

• Maintain and update recurring CCSB sales reporting files, including the all-sales file and related tracking documents.
• Prepare, validate, and distribute recurring new business, renewal, production, and sales activity reports.
• Support commission reporting processes, including compiling data, validating calculations, researching discrepancies, and preparing files for review.
• Reconcile sales, renewal, and commission data across source files, Salesforce, and other reporting tools.
• Use Excel to organize, clean, compare, summarize, and validate sales data.
• Build and maintain Excel templates, formulas, pivot tables, lookup logic, and summary files used for recurring CCSB reporting.
• Track reporting deadlines and ensure recurring files are updated accurately and timely.
• Identify data gaps, inconsistencies, or process issues and work with Sales leadership or internal teams to resolve them.
• Maintain reporting documentation, process notes, templates, and standard operating procedures.

Data Reporting & Ana…