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Equitable is a financial services company focused on providing life insurance, retirement, and investment solutions designed to help clients achieve financial well-being and security. At Equitable, your interests and goals are just as important to us as they are to you. Join an organization where you have access to support, resources, and training to help you succeed.

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People Data & Reporting Analyst (HYBRID)

Location: Syracuse, New York US

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Job Number: 9992

Job Number: 2600006I

External Description: About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we've honed since 1859.

Equitable is looking for experienced People Data & Reporting Analyst in our Innovation & Design Office (IDO). The mission of our IDO team is to accelerate the enterprise by transforming how we think, work, and lead. As a key contributor, you will deliver accurate, actionable, and predictive insights that empower senior leaders to make data driven decisions and elevate organizational performance. In this role, you will analyze complex organizational data, design and build strategic surveys and bespoke measures from the ground up, and develop impactful reporting solutions that surface insights and drive action. You will partner closely with senior stakeholders to problem solve, design, and deliver measurable data driven solutions across the enterprise.

What You'll Be Doing

  • Uncover meaningful insights from complex, disparate data sources, identifying patterns and predictive trends that inform decisions.
  • Lead structured problem ‑ solving by organizing, analyzing, and interpreting data to diagnose true root causes.
  • Work with stakeholders to create powerful Power BI reporting that visualizes data to translate complex information into clear insights stakeholders can act on.
  • Design, deploy, and administer company ‑ wide surveys (culture, wellness, maturity), creating bespoke measures to assess and analyze organizational performance.
  • Rapidly learn new domains and apply industry research, benchmarks, and trends to bring forward ‑ looking thought leadership.
  • Blend analytical rigor with creative thinking to design innovative, data ‑ driven solutions.
  • Own workstreams end ‑ to ‑ end-building datasets, conducting analysis, and delivering insights that drive measurable results.
  • Navigate ambiguity with confidence, exercising sound judgment on when to lead independently or seek alignment.
  • Champion automation and process excellence to streamline workflows and enhance efficiency.
  • Collaborate as a strong team player, stepping in wherever needed and engaging stakeholders with empathy and active listening.
  • Communicate clearly and persuasively, translating complex ideas into simple, actionable recommendations and delivering executive ‑ ready presentations.
  • Facilitate alignment, co ‑ create solutions, and influence without authority through credibility, partnership, and strong stakeholder relationships.

This position offers a hybrid work schedule, with an on-site presence of 2-3 days per week combining flexibility with team collaboration.

The base salary range for this position is $100,000 - $125,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring

Required Qualifications:
  • Bachelor's degree (BA/BS).
  • 5 years of experience in finance, insurance, HR, IO Psych and working with complex, data ‑ rich environments.
  • 2 years of experience in an NWOW ‑ type culture (Agile, Design Thinking, OKRs, Adaptive Leadership, process re ‑ engineering).
  • Proficiency with analytical and visualization tools such as R, Python, Tableau, and employee experience platforms like Perceptyx.
  • Must be fluent in Power BI with 2 years of experience.
  • Proven experience analyzing people, culture, performance, and financial data, and developing sophisticated data visualizations.
  • Experience designing strategic surveys and building custom measurement frameworks for organizational performance.

Preferred Qualifications:
  • Advanced study or certification in data science, engineering, analytics, or related fields.
  • Proven strategic problem ‑ solving skills and the ability to translate insights into clear, actionable recommendations.
  • Demonstrated interpersonal skills, maturity, sound judgment, and the ability to work effectively across all levels of the organization.
  • Highly reliable, self ‑ motivated, and adept at prioritizing in a results ‑ oriented environment.
  • People Analytics and Reporting: Provide reliable data on organizational health and effectiveness measures, including culture, retention, wellness, productivity, leadership, and talent.
  • Visualization and Reporting Tools: Develop and utilize reporting tools in Power BI, Tableau, Excel, or equivalent platforms to communicate critical insights.
  • Organizational Health and Effectiveness: Analyze and report on organizational health, talent development, and enterprise effectiveness using robust, data ‑ driven metrics.
  • Survey Administration: Administer strategic surveys in partnership with design teams and stakeholders, ensuring data integrity and smooth end ‑ to ‑ end execution.
  • Stakeholder Communication: Communicate complex data concepts effectively to non-technical audiences at all levels through storytelling and easy to read reports.
  • Advisory Role: Offer insights and constructive pushback, advising on strategic decisions using fact ‑ based statistical considerations related to culture, psychology, and behavior.
  • Data Partnership: Partner with Data Engineering and Management teams to manage projects, address data requests, and maintain a strong analytics foundation.
  • Natural Language Processor (NLP) and Gen AI Exploration: Explore and integrate NLP and Gen AI technologies to enhance data analysis and reporting capabilities.
  • New Ways of Working (NWOW): Think, work, and lead within NWOW practices, including Agile, Design Thinking, OKRs, Adaptive Leadership, and process re ‑ engineering.

Skills

Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

Business Data Analysis: Knowledge of business data analysis; ability to collect, identify, analyze and interpret business data using various kinds of techniques to meet business needs and requirements.

Data Analysis Tools: Knowledge of key uses and benefits of data analysis tools; ability to utilize data analysis tools to identify factors influencing business performance and to gain greater insight into trends within a business, industry and customer base.

Communicating Complex Concepts: Knowledge of effective presentation tools and techniques to ensure clear understanding; ability to use summarization and simplification techniques to explain complex technical concepts in simple, clear language appropriate to the audience.

Communicating for Impact: Knowledge of the concepts, tools and techniques for effective listening and communicating; ability to apply these theories to receive, transmit and accurately interpret information and ideas to influence others in various situations.

Storytelling: Knowledge of concepts and ability to plan, create and present business proposals, initiatives and ideas by storytelling actual business scenarios that are situation-specific, engaging, memorable and persuasive as compared to one-way, fact-based presentations.

About Equitable

At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more .

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com .

Community / Marketing Title: People Data & Reporting Analyst (HYBRID)

Location_formattedLocationLong: Syracuse, New York US