General Description: Responsible for analyzing information and preparing the client financial reports (dashboards) for the region

Responsibilities:

Reporting Responsible for preparing the client financial reports (dashboards) for the region Gather necessary reports from carrier and/or analysts Review reports for accuracy Example:  2 claimants with same SSN, Dx, Relationship, Plan should be questioned Ask questions of carrier if something does not make sense Did historical claims change significantly, why? Manipulate data received to prepare for data entry (apply account structures as needed, pivot data, combine data from different reports) Match/combined multiple reports based on unique IDs Send claims report to Patra (3rd party) with outlined instructions to enter data into database Relationship Manage relationship with both entities of Patra used CED Data Entry (data entry) CRR (reporting) Work with client’s assigned analyst PowerBi Manage relationship with both entities of Patra used Run client specific dashboards from PowerBi and ensure the output is correct based on reviewed data entry Update/tweak outputs based on client needs (should be minimal) Peer Review Review data entered by CED Review report exported by PowerBi

Knowledge, Skills and Abilities:

Excel Skills Pivot, VLOOKUP’s, Sorting, Filtering Clear communication skills Outline how data should be entered by CED Strong Time management and organizational skills – there are about 272 clients that currently have experience – there will be some crossover with analysts due to capacity. High School Graduate. College degree preferred. Ability to work in a fast-paced, team environment with minimal instruction. Ability to manage and negotiate multiple priorities and deadlines. Strong written, verbal, and interpersonal communication skills. Comfortable with internet-based programs and Microsoft Office products.