Analyst

• Support critical clinical applications that directly improve patient care and nursing workflows across Banner Health's network.
• Work with systems including Cerner applications, Bridge Medical, and others.
• Collaborate with diverse teams to implement and optimize health information systems.
• Participate in on-call rotation and additional hours during implementations.
• Provide knowledge, guidance, and research to define and modify specifications and processes of complex information systems.
• Ensure timely updates and communication to the customer.
• Develop technical documents and testing scenarios, coordinate change management documentation.

IT Clinical Solution Analyst II

• Perform monthly & quarterly commission calculations, and aid in the administration and design of commission plans for various functions across the Sales organization
• Handle all updates and enhancements to the commission software
• Produce weekly and monthly reporting for rep KPIs and progress towards targets.
• Create all commissions plans and support enablement of all new commissionable employees.
• Perform ongoing analysis of business operations to identify opportunities for improvement.
• Consolidates data reports to help drive data-based strategic decision making.
• Identify ways to improve key sales processes to ensure efficiency and high performance across teams that scale over time.
• Utilizing creative problem-solving and quantitative analytical skills to connect the dots and find the insight buried in the data.
• Assist with business reporting and analysis for other areas of the organization

Commissions Analyst

• Evaluate, process and update student degree audits as program requirements are met
• Provide clear and detailed guidance to students, faculty, and staff regarding credentialing requirements, timelines, and procedures
• Coordinate with the Advising Office to support students facing complex credentialing challenges or unique circumstances
• Contribute to the development and refinement of credentialing processes, policies, and workflows to improve efficiency and student satisfaction
• Link licensure documents to student files
• Serve as the primary point of contact for UMass Global staff in determining the appropriate credential and/or degree programs for current students
• Collaborate and communicate regularly with staff and faculty regarding student progress in meeting program and credential requirements
• Respond to student questions regarding licensure requirements
• Process, review, and recommend students to the Commission on Teaching Credentialing (CTC) for all student teaching, licensure, credential, authorizations and state certificates. Including, but not limited to, out-of-state verifications and student qualifications for supplementary authorizations.
• Serve as the liaison to County Offices, School Districts, and other entities in the school system in regards to licensure requirements
• Assist the Assistant Director, Credentials and Assistant Director of Clinical Practice with gathering data for state and federal reports
• Attend CTC workshops for credential analysts and conferences

Credential Analyst

• Provide support in a Project environment for client-advised projects
• Ensure systems function according to detailed business requirements
• Collaborate within the Configuration Chapter on new client implementations
• Translate client requirements into technical specifications
• Assist in defining and analyzing client requirement changes for Annual Enrollment and Ongoing Projects
• Perform data analysis and reporting for effective client decisions
• Build test scenarios for Unit and Regression Testing
• Perform root cause analysis when issues arise before and after code migrations

Senior Configuration Analyst

• Completes scheduled and urgent benefit additions, terminations, and changes timely and accurately to prevent member access to care issues, missed performance guarantees and potential liquidated damages.
• Acquires and maintains a basic level of knowledge and interpretation of multiple adjudication system screens and functions on a field-by-field level to design both standard and custom configurations to meet client expectations.
• Complies with standards set forth regarding benefit design and configuration including HIPAA, NCPDP and Navitus internal business standards.
• Performs quality assurance peer reviews and uses sound business judgment and expertise to contribute toward the creation of root cause analysis of issues.
• Uses departmental workflow management, issue resolution and reporting tools for troubleshooting and responding to general customer questions and issue resolution requests.
• Supports internal customers by participating in client meetings, audits and new program implementations with other areas of the company, answering benefit setup questions and providing guidance to other areas and roles on the benefit configuration process.
• Adapts to industry changes and evolving technology, maintaining a basic level of understanding of both legacy and emerging products and systems.
• Independently assesses business needs and participates in process improvement, cost reduction and automation efforts.
• Contributes to the creation and ongoing maintenance of departmental training materials, work instructions and policies.
• Conducts system enhancement and regression testing of a low to moderate level of complexity for benefit configuration processes to ensure compliance with state, federal and client regulations/standards.
• Contributes to training and maintains a mentoring relationship with new and existing benefit configuration team members.
• Participate in, adhere to and support compliance and diversity, equity, and inclusion program objectives.

Benefit Configuration Analyst

• play a key role in facilitating the electronic discovery of relevant data across Fidelity’s data ecosystem, ensuring data preservation and integrity in accordance with established standards
• manage, monitor, and respond to multiple preservation and collection requests involving electronically stored information (ESI), including email and other electronic data sources

Principal eDiscovery Analyst

• Work closely with leaders and business partners to deliver analysis and insights to support the development and ongoing assessment of operational forecasts, staffing strategies, and multi-year business plans
• Identify trends and relevant information to help leaders build effective staffing plans, evaluate performance, and clearly understand team and associate capabilities
• Assess the impact of improvements and new product initiatives on long range staffing plans and contribute to business case development
• Develop and improve analytic tools/models/dashboards through automation, contributing to the evolution of our team’s analytic and business intelligence capabilities

Senior Analyst, Distribution Capacity Planning

• Configure and customize financial systems such as ERP/General Ledger, Financial Reporting, Travel, and Reimbursement, to align with business and regulatory requirements, processes, and changes. Develop and maintain custom fields, forms, workflows, and records to enhance system functionality.
• Act as a subject matter expert to departments and leaders across ActBlue on the configuration, customization, data, and reporting functionality within our ERP system.
• Provide ERP support to users within the organization by troubleshooting issues, resolving problems, and offering guidance on system usage. Conduct training sessions for new and existing users to ensure optimal utilization of NetSuite features.
• Continually build out automation of manual processes, as well as NetSuite General Ledger and NetSuite Planning and Budgeting (NSPB) reporting.
• Support new integrations and system implementations related to ERP.
• Monitor interfaces with the payment processing (Stripe), travel platform (Navan), payroll system (Rippling), expense management (Expensify), corporate cards (American Express), corporate transportation (UBER/Lyft) and Amalgamated Bank. Ensure the integrity of interfaces and troubleshoot to resolve any issues.
• Ensure all updates and transitions to new releases are implemented without interruption to the production environment.
• Communicate effectively with internal and external stakeholders to provide updates, gather feedback, and address concerns.
• Support supplementary projects as assigned, ensuring timely and efficient completion in line with organizational objectives and standards.

Senior ERP Analyst, NetSuite

• Analyze, design, configure & deliver Workday solutions including business process re-engineering
• Drive customer enablement, transforming manager & employee experiences
• Manage customer expectations & alignment to ensure operational excellence
• Responsible for data integrity and employee confidentiality

Senior Workday Analyst

• Reviews and approves new account documentation to ensure adherence to all applicable FINRA and SEC rules regarding client accounts
• Performs all primary trade reviews for appropriateness, including solicited brokerage transactions and annuity/insurance purchases
• Reviews and approves Statement of Selection documentation on all Managed Accounts for the Investment Advisory Platform
• Coordinates initial and annual account review for both TDPCW and Reg-9 reviews for TDBNA
• Assists with various production requests, including those internal and externally requested through regulatory exams and requests
• Assists in the maintenance of the department's written supervisory and desktop procedures
• Provides dashboard reporting to highlight activities performed by the department
• Partners with the Operations team to enhance workflows and processes to improve overall controls or increase efficiencies

Principal Review Analyst

• Play a key role in efficiently maintaining and leading all aspects of market data expenses
• Provide oversight for market data and research vendors
• High-level administration of market data inventory
• Reconcile and process vendor invoices; investigate and resolve discrepancies
• Daily processing of user and service requests
• Ad hoc reporting requests
• Build positive relationships with internal business partners across Fidelity
• Work with peers in corporate accounts payable, finance
• Participate in internal and external audit reviews
• Involvement in various cross team initiatives

Market Data Vendor Analyst

• Collaborating across teams and contributing on a developing operational team
• Preparing and reviewing financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards
• Engaging closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors
• Overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle
• Identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products
• Working across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization

Analyst, Real Estate Shareholder Reporting

• Answer, triage, and resolve service desk tickets and calls for an enterprise user base
• Use Amazon Connect and Salesforce Service Cloud Voice to manage contacts, cases, and call workflows
• Document incidents and requests accurately; escalate per defined ITSM procedures
• Meet service-level targets for response, resolution, and customer satisfaction
• Contribute to knowledge base articles and continuous improvement of support processes

Senior Service Desk Analyst

• Completes scheduled and urgent benefit additions, terminations, and changes timely and accurately to prevent member access to care issues, missed performance guarantees and potential liquidated damages.
• Acquires and maintains a basic level of knowledge and interpretation of multiple adjudication system screens and functions on a field-by-field level to design both standard and custom configurations to meet client expectations.
• Complies with standards set forth regarding benefit design and configuration including HIPAA, NCPDP and Navitus internal business standards.
• Performs quality assurance peer reviews and uses sound business judgment and expertise to contribute toward the creation of root cause analysis of issues.
• Uses departmental workflow management, issue resolution and reporting tools for troubleshooting and responding to general customer questions and issue resolution requests.
• Supports internal customers by participating in client meetings, audits and new program implementations with other areas of the company, answering benefit setup questions and providing guidance to other areas and roles on the benefit configuration process.
• Adapts to industry changes and evolving technology, maintaining a basic level of understanding of both legacy and emerging products and systems.
• Independently assesses business needs and participates in process improvement, cost reduction and automation efforts.
• Contributes to the creation and ongoing maintenance of departmental training materials, work instructions and policies.
• Conducts system enhancement and regression testing of a low to moderate level of complexity for benefit configuration processes to ensure compliance with state, federal and client regulations/standards.
• Contributes to training and maintains a mentoring relationship with new and existing benefit configuration team members.
• Participate in, adhere to and support compliance and diversity, equity, and inclusion program objectives.
• Other duties as assigned.

Analyst, Benefit Configuration

• Build and maintain real-time revenue forecasting models that incorporate qualitative inputs, historical performance trends, and seasonal patterns
• Align forecasting outputs with business unit targets and translate projections into actionable guidance for revenue teams
• Develop and own dashboards and reports, in and out of Looker, that provide clear, objective visibility into revenue performance trends across BUs
• Deliver WoW, MoM, and QoQ trend analysis that identifies key performance drivers and removes guesswork from actuals
• Partner with the Data team to ensure reporting infrastructure supports RevOps analytical needs
• Evaluate the revenue impact of proposed operational changes before they are implemented
• Partner with business unit leaders to pressure-test revenue and GP assumptions with live data
• Analyze pipeline KPIs against budget targets to identify gaps and opportunities
• Proactively identify opportunities for revenue and GP growth, and flag areas of underperformance before they become problems.

Senior Revenue Analyst

• Perform monthly close processes and variance analysis
• Educate and coach client services on accounting concepts
• Create Standard Operating Procedures, ensuring processes are followed; identify best practice across portfolio
• Support Client Services in preparing and reviewing Master Data Forms for key clients, ensuring accuracy and compliance
• Support Client Services and Finance Managers in developing and managing annual budgets and monthly forecasts
• Prepare financial reports, dashboards, and quarterly business review decks
• Collaborate with operations to identify financial risks and opportunities
• Ensure compliance with accounting standards and internal controls
• Coordinate with legal and finance teams on contract and billing matters
• Interface with internal teams and clients to align on expectations and deliverables
• Generate reports to track performance metrics and support decision-making
• Provide administrative support to regional managers, planners, and schedulers
• Maintain a high level of professionalism in all communications

Senior Analyst

• Supervise implementation and follow through of the SOTP/OTIF processes.
• Develop and implement an agenda for overall vendor compliance.
• Monitor and advise on behavior by manufacturers.
• Hold meetings to review manufacturer performance.
• Provide vendor process improvement plans.
• Analyze reports and take corrective action with manufacturers.
• Monitor overall measurement of vendor alert responses.
• Work with IT as needed to update capabilities and processes.
• Monitor and publish scorecards for internal and external users.
• Special projects as assigned.

Analyst, National Logistics – OTIF

• Ensures that all information required for the client’s renewal period is gathered in a timely and accurate manner for quoting purposes involving both renewal rates generated by the carrier and renewal rates using online systems.
• Prepares renewal materials including Word documents, PowerPoint presentations and Excel spreadsheets, ensuring accuracy by reviewing and proofreading all materials.
• Assists with meeting preparation by scheduling appropriate participants ensuring timely delivery of renewal information.
• Assists with renewal implementation including confirmation letters, applications, enrollment forms, waivers, and termination letters as well as drafting employee communications, open election forms and benefit summaries.
• Serves as first level of response to client issues ensuring client satisfaction and appropriate follow-up and keeps Account Team informed of all situations and resolutions.
• Develops and maintains solid knowledge of insurance coverages and carrier information by proactively attending carrier provided training sessions and reading carrier generated communications as well as attending internal meetings and information sessions.
• Monitor monthly financials for client including entry of data into client exhibits.
• Prepare and send monthly financial reports to clients with analysis of activity and large claim detail.
• Prepare basic financial/underwriting exhibits as requested including but not limited to financial projections, large claim analysis, specific stop loss analysis, demographics analysis, IBNR, etc.
• Assists Account Executives/Benefits Consultants in preparing requests for proposals and renewals of benefit coverages.
• Participate in market meetings, seminars and training programs as directed.

Benefits Analyst

• support key initiatives across digital product strategy, instrument readiness and shareholder reporting
• prepare, review, and coordinate the production of financial reports
• contribute to the production of digital asset product financial reports
• collaborate across teams to enhance processes that support an evolving product set

Analyst, Digital Products – Shareholder Reporting

• Produce Weekly Schedules with critical planning and analysis of all schedule metrics for all applicable teams under WFM responsibility.
• Critically evaluate schedules during creation and upon completion in all metrics for multiple lines of business - Forecast Variances, Service Level targets, AHT target variances, Staffing requirements, etc.
• Identifies course of action or proposes solutions with supporting metrics relating to staffing deviations (Next day Extended Hours/Full day VTO, Schedule Adjustments etc.)
• Collaborates with Workforce Management Supervisor and Director to implement scheduling strategies that are aimed at hitting targets related to call forecasting and service level.
• Completes weekly OTL- Workday interface to ensure all agents under the WFM responsibility have timecards submitted.
• Responsible for all Aspect and/or Evolia updates impacting future schedules which includes scheduling coaching, team meetings, training and shift trades.
• Responsible for vacation selection and vacation changes for agents.
• Work in partnership with the Workforce Management Supervisor to analyze and assess vacation allotments for teams under WFM responsibility.
• Attend all applicable Scheduling and forecasting meetings and take action items as required from these meetings.
• Support the management team with implementation of new initiatives and projects from a real time perspective.
• Analyze staffing and routing changes based on observations with the ability to make recommendations to your immediate supervisor, in a professional and positive manner.
• Manage and respond to all email received in the inbox in a timely and professional manner.
• Use available personal protective equipment at all times, and comply with all Health & Safety instructions, guidelines, policies and procedures issued by the Company.
• Constantly attentive and responsive to both external and internal customers’ needs and assist in the resolution of any issues or concerns in a timely and professional manner while ensuring that the solution meets the customer’s needs.

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