Data Analyst

• Sit with internal stakeholders (Medicare sales, finance, operations, HR) to walk them through Omni dashboards, capture feedback, document defects and change requests, and track them to resolution.
• Make report-side changes in Omni: tile edits, formatting, labels, filters, and layout. Escalate anything that touches dbt models or schema to the Interim Head of Analytics.
• Write SQL to spot-check numbers, audit data quality, and answer one-off questions from the business.
• Maintain and update the entity-relationship documentation for the Mart layer as the schema evolves.
• Reconcile reported numbers against source systems (Sabal, Atlantis, Paylocity, Sonar, Retreaver) when discrepancies are flagged.
• Own a clean, organized backlog of business requests and known issues so nothing falls through the cracks.

Junior Data Analyst

• Develop custom HSE applications, scripts, and digital workflows (e.g., incident reporting, inspection forms, audit tools)
• Build and maintain automation using platforms like Power Automate, SharePoint, Power Apps, or internal systems
• Support HSE databases, ensuring data structure integrity and efficient performance
• Troubleshoot system issues and implement improvements
• Build dashboards and reports (Power BI, or internal tools) that visualize key HSE metrics (TRIR, LTIFR, near misses, hazard reports, leading indicators)
• Ensure data accuracy, completeness, and timely reporting
• Support integration between HSE systems and HR, operations, or contractor platforms (e.g., ISNetworld)
• Manage user access, permissions, and configuration settings within HSE software tools
• Support compliance tracking for OSHA/CSA reporting and environmental requirements
• Work with HSE Managers, field teams, and operations to gather requirements for new tools or system enhancements
• Participate in the development and rollout of digital training modules
• Support major projects by creating digital tools for risk assessments, JSEAs, LOTO libraries, and high-risk task workflows
• Ensure HSE digital tools follow IT and cybersecurity protocols

HSE Data and Analytics Specialist

• Provides advanced clerical/administrative support to a functional area.
• Prepares, maintains and sends various reports including Property Tax, delinquency and other ad hoc reports.
• Assists Collections Managers with service provider invoice intake, tracking and payment processing.
• Acts as a liaison between service providers, Collections and the Financial Recovery group.
• Ensure policies and procedures are reviewed and updated periodically.
• Create, update and maintain training materials as required and conduct regular team training sessions.
• Prepares and sends various required notices to customers.
• Assists in preparation for and response to internal and external audit requests.

Functional Coordinator, Data Analyst

• Own intake, prioritization, and execution of data and reporting requests from Development, Marketing, Finance, and Executive Leadership
• Build, maintain, and improve BI dashboards and reporting workflows using Sigma, Snowflake, and Virtuous CRM data
• Produce recurring weekly, monthly, quarterly, and annual reporting deliverables relied upon by leadership and the executive team
• Analyze cross-functional data to support fundraising strategy, operational decision-making, and organizational initiatives
• Partner with the Data Team on quality assurance and validation of high-visibility reporting deliverables
• Identify opportunities to improve reporting processes, automate repetitive work, and increase operational efficiency
• Build lightweight internal tools, scripts, and automations using modern AI-assisted development workflows
• Contribute to ongoing data quality, operational, and CRM-related initiatives across the Development department

• Monitor and support day-to-day EDI transaction processing to ensure timely and accurate data exchange.
• Support EDI mapping, testing, and maintenance for existing and new clients/partners.
• Analyze and resolve EDI errors, rejections, and acknowledgments.
• Perform root-cause analysis on recurring EDI and data transmission issues.
• Validate data accuracy across EDI systems, source applications, and downstream consumers.
• Identify data quality, mapping, and business rule issues and partner with PLAD/ Account management teams to resolve them.
• Recommend and implement improvements to automation, monitoring, and reporting processes.
• Document data definitions, EDI workflows, mappings, and analytical methodologies.
• Analyze EDI and operational data to identify trends, risks, and performance gaps.
• Perform ad-hoc analysis to support business, operational, compliance, and audit needs.
• Communicate technical findings clearly to non-technical audiences.
• Mentor junior analysts or EDI team members as needed.
• Contribute to standardization of EDI metrics, reporting, and best practices.

Data Analyst II

• Execute and analyze lead prioritization and automated engagement actions.
• Develop insights and understanding of business performance based on data and statistical methods.
• Communication and presentation of reports and in-depth analysis, including recommendations for optimizing campaigns, business processes and sales efficiencies.
• Provide analytics and improvement recommendations related to rep/agent productivity, sales metrics, process efficiencies and strategy forecasts.
• Maintain a thorough knowledge of the business and systems within the supported group; analyze systems and sales processes.
• Resolve technical issues, such as report/query malfunction, lapse in visualization stability/functionality and lead distribution mechanics.
• Assist team members as needed.

Senior Business Analytics Analyst, Marketing

• Execute financial data reconciliations across systems and reports
• Investigate data discrepancies and support timely resolution
• Validate data used in close, regulatory, statutory, and management reporting
• Assist with preparation and validation of financial reports
• Support Finance stakeholders by ensuring data availability and consistency
• Maintain documentation related to data sources and reconciliations
• Support SOX and audit activities by preparing data evidence and documentation
• Identify recurring data issues and recommend improvements
• Support automation and standardization initiatives as directed

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