Analyst

• 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.

Workforce Management Analyst

• Work closely with relevant departments to secure customer data and financial statements
• Perform credit analysis for new and existing customers and assess the credit risk associated with the proposed or assigned credit line
• Perform in-depth financial analysis and provide recommendations to support management decision-making
• Create ad-hoc analyses, executive summaries, and recurring reporting to support management decision-making
• Monitor and analyze key economic indicators across AMER, EMEA, and APAC
• Identify potential risks and opportunities within the Global customer portfolio
• Perform cash flow analysis and create customer forecasts
• Conduct research and conceptualize new techniques, ideas, and solutions for a variety of credit challenges
• Provide relevant departments with critical updates on the financial condition of their customers
• Partner with Sales and Sales Operations to support order management decisions by monitoring credit exposure, past-due trends, and dispute risk
• Work as one global team: coordinate and facilitate credit and collections efforts with close communication and collaboration across regions
• Enforce credit policies and procedures

Analyst II – Credit

• Support design, development and delivery of Single Client Feed (SCF) services to Fidelity clients within Data Operations
• Operate within and across Data Operations teams to collaborate and support internal functions as well as business partners
• Partner with plan sponsors and their vendors/technical support teams on sensitive client implementations, client corporate actions, and other projects related to ongoing service
• Consult, draft solutions, move and monitor data processing through the system, and manage updates of data into and consistency of data across Fidelity’s various platforms
• Deliver high-quality, timely results every time

Implementation Analyst

• Perform business and/or integrated audits in support of Fidelity’s digital assets businesses.
• Develop hypotheses around risk and controls.
• Provide input to the development of the integrated audit plan.
• Collaborate with a successful team.
• Work with business and technology management to build an understanding of complex functions.
• Workflows end-to-end business processes and supporting technologies, highlighting risks and controls embedded throughout the function.
• Leverage audit automation tools in the evaluation of business operations and systems.
• Perform audit test work including organizing and analyzing data, testing controls and documenting results.
• Apply strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies.
• Draft audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues.
• Build deep working relationships with audit teams and clients.

Senior Audit Analyst

• Review business requirements to identify what export/import authorizations are required in compliance with EAR (or ITAR, when applicable).
• Evaluate international trade requests to determine appropriate export approval actions; draft and prepare license applications using OCR EASE Global Trade Management System and SNAP-R.
• Adjudicate and document eligible EAR exceptions for specific business transactions.
• Conduct peer reviews to ensure accuracy and completeness of license applications and exception determinations in accordance with regulations and company policies.
• Appropriately document and process issuance of export approvals.
• Manage export requirements to ensure compliance with authorization approvals and conditions and identify and conduct export license training as needed.
• Assist in the creation and implementation of standard procedures, work instructions and written guidance.
• Conduct training on the proper use, scope, and execution of approved export licenses and other U.S. Government (USG) export authorizations.

Licensing Analyst

• The Problem Resolution Analyst provides business support for client and participant issues
• Act as an escalation point and subject matter expert for time-sensitive technology issues
• Take ownership for initial triage, prioritization, and communication efforts for problems
• Engage teams and SMEs across the organization to assess impact and support mitigation
• Develop a communication plan to facilitate issue resolution
• Manage some production validation testing with technology and product teams
• Monitor input of issues through incident ticket entry tools
• Meet with technology teams to prioritize business priorities
• Perform analysis of issues/errors surfaced through the ticket process
• Manage successful execution of agreed upon mitigation strategy for incidents
• Perform trend analysis to inform product, technology or process improvement opportunities

SPS Problem Resolution Analyst

• Review current Behavioral strategies
• Develop formal behavioral support plans
• Conduct staff training and oversight
• Perform periodic reviews for efficacy

Board Certified Behavior Analyst, Virtual or In-person

• Assist key stakeholders, such as customers, third-party vendors, and Mark43 engineering teams, through the different stages of technical implementation, including requirements gathering, solutioning, documentation, mapping, configuration, and user acceptance testing.
• Track technical project schedules with stakeholders, help identify schedule risks, and support Implementation Managers with mitigation strategies.
• Configure, schedule, and maintain containerized software across a multi-cloud environment.
• Update external-facing technical documentation to educate stakeholders on Mark43 technical solutions.
• Work towards a worthwhile mission with a team of friendly and intelligent coworkers.

Integrations Analyst

• Research, interpret, and apply coding, payer, and regulatory requirements to support accurate and compliant Professional and Hospital coding practices
• Develop, maintain, and update coding guidance, standard work, reference materials, and position statements to ensure enterprise consistency
• Coordinate and support coding quality audits by routing requests, maintaining records, and verifying documentation completeness and accuracy
• Analyze coding quality data and audit results to identify trends, risks, and opportunities for improvement
• Partner with Integrity Operations, coding leadership, clinicians, and education teams to improve documentation quality and coding accuracy

Integrity Analyst – Facility Coding Quality, Inpatient

• Support the implementation and administration of the Bank Secrecy Act Anti-Money Laundering/Countering the Financing of Terrorism (BSA/AML/CFT) program
• Perform complex AML investigations
• Prepare Suspicious Activity Report (SAR) narratives and supporting documentation
• Conduct Customer Due Diligence/Enhanced Due Diligence (CDD/EDD) reviews
• Monitor BSA/AML reporting requirements

Senior BSA Analyst

• Handling patient access queries using Epic software
• Managing referrals and scheduling
• Collaborating with healthcare team to improve access process

Patient Access Analyst

• The Analyst, Process Strategy & Enablement plays a key part in improving how Asset Management teams operate, helping drive efficiency, consistency, and change across critical business processes.
• Contributes to high-impact, cross-functional process improvement initiatives by understanding user needs, assisting in solution design, and supporting organizational change activities.
• Exposure to senior leaders, cross-functional initiatives, foundational processes, and change management skills.
• Partner with cross-functional teams across Asset Management to understand business needs.
• Assist in conducting stakeholder interviews and help summarize findings.
• Translate sophisticated information into clear, concise updates.
• Build working relationships with business partners to develop domain knowledge and context.
• Participate in brainstorming and creative problem-solving sessions.
• Develop mock-ups, process maps, and prototypes with input from project leads.
• Gather and incorporate user feedback into evolving solutions.
• Prepare presentation materials, incorporating guidance and feedback.
• Contribute to implementation plans and supporting communication materials.
• Coordinate logistics for change management activities, including scheduling and follow-ups.
• Provide project management support including meeting notes, recap communications, and scheduling.
• Contribute to a positive, team-oriented environment.

Analyst, Process Strategy – Enablement

• Contribute directly to the retention and acquisition of Workplace Investing clients by supporting sales activity across the portfolio
• Focus primarily on fee benchmarking, blind RFIs/RFPs, and Student Debt analysis
• Support additional products and initiatives as needed to win and retain clients and pursuits
• Analyze sales activity requirements in partnership with deal team members
• Manage processes supporting new and existing sales activities, including data collection, response development, coordination with business partners, meetings, timelines, and deliverables
• Support the development of sales and presentation collateral, particularly for emerging products
• Perform client data analysis to support retention and new sales efforts
• Manage multiple projects simultaneously, prioritizing work to meet client and prospect needs
• Maintain and enhance proposal responses and databases to improve quality, consistency, and efficiency

Product & Service Analyst – Defined Contribution, Student Debt

• Provide hands-on clinical support under BCBA supervision
• Assist RBTs with program implementation
• Conduct probes and program updates
• Participate in parent training
• Collaborate with school staff on goals

BCaBA – Board Certified Assistant Behavior Analyst, Full Time

• Support RBTs with implementation of BCBA-developed programs
• Assist with RBT onboarding and training
• Conduct probes and update programs under BCBA direction
• Review session data for BCBA

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