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Paul Jason

@pauljason

Data analyst leveraging SQL and Power BI to turn insurance data into accurate dashboards and governance-ready insights.

United States
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What I'm looking for

I’m looking for a team where I can use SQL, Power BI, and data modeling to deliver trustworthy dashboards, strengthen data governance/PII protections, and partner with engineers to improve data quality—while continuing to streamline reporting for real business impact.

I’m a Data Analyst at Berkshire Hathaway GUARD Insurance, where I create SQL queries and recurring reports that support policy dividend calculations, hurricane claim data pulls, and demographic insights for marketing. I build Power BI dashboards to visualize loss ratios, average bound premium, and month-over-month policy cancellation trends, and I validate results through UAT and QA testing.

I also focus on the data foundation behind those deliverables. Using Ellie.ai, I draft conceptual, logical, and physical data models to support dashboard frameworks, and I analyze internal and external data to ensure alignment with GUARD’s data governance policies. I draft data governance policies via Miro to ensure PII is properly encrypted, and I collaborate with data engineers on data quality rules in Microsoft Fabric pipelines.

Beyond reporting, I’ve helped streamline how teams work—leading an evaluation that eliminated over 200 nonessential reports to reduce employee workload. Before my analytics role, I served as a Senior Retention Representative at Prudential Financial, formulating projections in Service Ability and helping improve life insurance policies through actionable contract and investment changes.

Experience

Work history, roles, and key accomplishments

Berkshire Hathaway GUARD Insurance logoBI
Current

Data Analyst

Jun 2023 - Present (3 years 1 month)

Created SQL-based recurring reports and dashboards in Power BI for policy, claims, demographic, and partner management needs. Performed UAT/QA, built data models with Ellie.ai, supported data governance/PII encryption via Miro, and collaborated with data engineers in Microsoft Fabric pipelines, including eliminating over 200 nonessential reports.

Prudential Financial logoPF

Senior Retention Representative

Jun 2021 - May 2023 (1 year 11 months)

Used Prudential’s Service Ability system to formulate projections and assess contract action options for life insurance clients. Coordinated steps to adjust premium payment frequency and investment allocations, and answered client questions about contract duration, beneficiaries, and assigned agents.

Education

Degrees, certifications, and relevant coursework

University of Scranton logoUS

University of Scranton

Master of Business Analytics, Business Analytics

Grade: 3.96/4.00

Earned a Master of Business Analytics from the University of Scranton, graduating December 2023.

Susquehanna University logoSU

Susquehanna University

Bachelor of Science in Business Administration, Business Administration

Grade: 3.92/4.00

Activities and societies: Minors: Psychology; Honors Program. Sigmund Weis School of Business (AACSB accredited).

Earned a Bachelor of Science in Business Administration at Susquehanna University, graduating May 2021, with minors in Psychology and participation in the Honors Program.

Tech stack

Software and tools used professionally

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