Chisquares

Financial Planning and Analysis

• Supporting the accounting process for month-end close with accruals and re-class activity as needed.
• Developing and managing budgets and forecasts for business partners.
• Completing monthly variance reporting for multiple department budgets.
• Building models to analyze data, explain variances, and prepare presentation materials.
• Partnering with the business to provide insights on spending trends and cost-saving initiatives.
• Creating various reporting tools for analytics and ad hoc requests.
• Performing variance and trend analysis while highlighting risks and opportunities in relation to budget, forecast, and prior years.
• Supporting the CFO / Finance Director on key projects, analysis, and ad hoc requests.
• Aligning with corporate culture, mission, and core values in all aspects of work.

Financial Analyst

Customer Support

• Create a great member story by helping members feel confident with their care navigation.
• Manage appointments, maintain accurate records, and conduct follow-up communications.
• Promptly answers incoming calls/texts from RDH Members and assists with their needs.
• Answer 90% of incoming calls/texts; Return any texts and VM's in 15 minutes or less; raise hand when time limits go over.
• Documentation of all member interactions in EMR and handoff any additional care plans to appropriate team members.
• Availability on holidays to cover on-call shifts throughout the year.

Customer Service Representative

Insurance

• Reviewing and validating claims to ensure all information is accurate and complete.
• Analyzing claims and product materials to process claims properly.
• Maintaining accurate and confidential claims records.
• Responding to provider inquiries and resolving claim-related issues.
• Identifying and correcting errors or missing information in claims.
• Building and maintaining professional relationships with members, clients, and providers.

Financial Analyst

Customer Service Representative

Medical Claims Specialist