Leverage data to uncover opportunities for operational and financial improvement
Prepare reports and analyze data, including locating, cleansing, extracting, mapping, importing, transforming, validating, or modeling data from various sources
Create a comprehensive portfolio of standard management reports and analysis in Salesforce
Ensure timely and accurate cash posting; investigate and resolve discrepancies
Monitor revenue data integrity in Salesforce and support reconciliation efforts
Maintain status reports of any revenue discrepancies and work with external carrier teams to manage assignment process
Communicate financial and operational metrics to stakeholders across the organization
Find, investigate, and resolve data quality problems and recommend process improvements
Deliver timely and accurate monthly revenue reports and forecasts, and lead recurring revenue review meetings to align stakeholders and drive informed decision-making
Collaborate with Salesforce product team, other data and analytics teams and finance teams across the enterprise to learn and apply best practices relative to data management, Salesforce and financial management processes
Recommend system modifications and enhancements to business application team to enhance data management processes
Produce ad-hoc reports and analysis as needed
Requirements
Strong domain knowledge in insurance and employee benefits
Detail-oriented and highly organized
Self-directed and proactive; solid follow through on projects and assignments
Creative problem-solver with a passion for continuous improvement
Ability to balance priorities and work in a lean environment
Outstanding troubleshooting, communication, presentation, documentation, and leadership skills
Highly proficient in MS Office Suite (PowerPoint, Word, Teams), with advanced expertise in MS Excel
Demonstrated experience with Salesforce, familiarity with Microsoft Dynamics 365 is a strong advantage
Skilled in data visualization tools (PowerBI/Tableau/etc.)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisdata cleansingdata extractiondata mappingdata transformationdata validationdata modelingreportingdata visualizationfinancial forecasting