
51 - 200 employees
Founded 2014
🛡️ Insurance
đź’Ľ Consulting
🏥 Healthcare
Insurance • Consulting • Healthcare
Experior Financial Group is a Canadian managing general agency and financial services company that connects licensed associates with clients to provide insurance and investment solutions. The company offers life, health, travel, critical illness, disability, and funeral insurance, along with investment products such as segregated funds, RRSPs, RRIFs, and TFSAs, and retirement planning services. Experior operates a unique “Tri‑Brid” MGA model, proprietary Experior Financial Analysis (EFA) software and a CRM for agents, and recruits and trains associates across Canada and the USA.
🔥 19 hours ago
🇺🇸 United States – Remote
đź’µ $100k - $130k / year
⏰ Full Time
🟡 Mid-level
đźź Senior
📚 Business Intelligence Analyst
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51 - 200 employees
Founded 2014
🛡️ Insurance
đź’Ľ Consulting
🏥 Healthcare
Insurance • Consulting • Healthcare
Experior Financial Group is a Canadian managing general agency and financial services company that connects licensed associates with clients to provide insurance and investment solutions. The company offers life, health, travel, critical illness, disability, and funeral insurance, along with investment products such as segregated funds, RRSPs, RRIFs, and TFSAs, and retirement planning services. Experior operates a unique “Tri‑Brid” MGA model, proprietary Experior Financial Analysis (EFA) software and a CRM for agents, and recruits and trains associates across Canada and the USA.
• Design, build, and maintain interactive Power BI dashboards and reports • Write and optimize SQL queries to extract, join, and aggregate data • Build and maintain data models, including DAX measures and calculated columns • Partner with business stakeholders to translate reporting needs into data visualizations • Develop and maintain ETL/data pipelines • Monitor data quality and troubleshoot discrepancies between source systems and reports • Document data definitions, report logic, and dashboard usage • Identify opportunities to automate recurring reports and streamline reporting processes
• 5+ years of experience building reports and dashboards in Power BI or a comparable BI tool such as Tableau or Looker, including DAX and data modeling • Strong SQL skills, including complex queries with joins, subqueries, and window functions against relational databases • Solid understanding of data modeling concepts and best practices, including star schemas • Experience with data warehouses and/or ETL tools and processes • Familiarity with IMO, Insurance Carrier, and/or financial services operations strongly preferred • Strong analytical mindset with excellent attention to detail and data accuracy • Ability to communicate technical findings clearly to non-technical stakeholders • Self-motivated and comfortable working independently in a remote environment • Familiarity with Power Query (M language) and Power BI Service administration is an asset • Exposure to Python or another scripting language for data processing or automation is an asset • Experience with cloud data platforms such as Azure or Snowflake is an asset • Must reside and be authorized to work in the USA
• 401(K) program • Group benefits coverage (health, vision, dental, and short-term disability) • Mental health supports • Employee Assistance Program • Long-term career opportunities • Remote opportunities available • Ongoing training and development • Opportunity to work alongside experienced industry professionals and leaders • Collaborative, supportive team environment • Contributions recognized and valued • Culture built on integrity, respect, and continuous improvement
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