Data Analyst

• Collect, clean, and analyze data from multiple sources using tools like SQL, Excel, Python, or Tableau
• Identify patterns, trends, and correlations to support descriptive, diagnostic, predictive, and prescriptive analytics
• Assist with creation of branding, communication, and training materials
• Translate complex data findings into clear, concise, communications for diverse audiences
• Develop and maintain digital asset libraries (e.g., multimedia content, documents) for easy retrieval and reuse

Technical Communications, Data Analyst

• Serve as Manager for analytics and insights work reporting on various improvement initiatives.
• Drive leading class analytics and insight generation.
• Build cross-functional relationships with business and analytics colleagues.
• Provide insights enabling data-driven decisions for strategic objectives.

Manager, Data Analytics, Insights

• 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

• Construct, design, write and document complex programs using Business Intelligence Tools (e.g. Business Objects, SAS, SQL, Crystal Reports)
• Develop, analyze, report and interpret complex data for ongoing activities/projects
• Work collaboratively with customers to complete effective needs analyses
• Monitor and perform in-depth analysis of data for customers to determine areas of improvement
• Identify complex trends and make recommendations to business areas
• Communicate meaningful insights by creating charts and slide presentations
• Support and manage complex applications systems on many platforms
• Provide ongoing user support for ad hoc reporting, questions, queries, and problem support

Senior Healthcare Data Analyst, ACA, EDGE

• Manage within the WI Internal Analytics, Insights and Reporting team.
• Partner to build cross-functional relationships with business and analytics colleagues.
• Drive improvement and efficiencies for Fidelity Workplace Investing (WI) across diverse solutions and approaches.
• Serve as Manager for analytics and insights work reporting on various improvement initiatives.
• Play a key role in transformation to a platform enabled and capability-led Digital Future.
• Enable Workplace Investments to make data-driven decisions required to meet strategic objectives.

Manager, Data Analytics and Insights

• Conduct regular quality assurance checks on both master and transactional data to ensure data elements are established and used correctly
• Connect with field owners and/or business users to make corrections when required
• Update and maintain Financial Architecture & Innovation documentation (QA statistics/trends, risk log) in relation to data schema and process changes
• Maintain customer relationships as Financial Architecture & Innovation Department’s point person to Finance and extended Finance users fielding questions on the setup and usage of the management accounting structure
• Develop dashboards to track delivery of FinTech workstream’s system and process enhancements
• Collaborate with finance partners to develop and track against strategic divisional KPIs
• Maintain statistics on financial coding helpdesk requests by type, requestor, level of effort, and response time
• Provide ad-hoc reporting as needed to support Finance division strategic goals
• Assist with creating and configuring financial attributes and relationships to support the management accounting structure
• Triage and respond to helpdesk tickets on the Jira Service Management ticketing system monitoring for timely response and closure
• Follow written policies and procedures related to creation, maintenance, and closure of financial attributes and relations
• Propose changes for improved efficiency/clarity
• Support analysis of data feeds from the financial system of record (Unit4 ERP aka Agresso) to other systems as needed

Lead Associate, Data Analyst – Financial Architecture, Innovation

• Lead, coach, and develop a high-performing analytics team
• Drive end-to-end analytical strategy and delivery
• Own standardized regional and global reporting frameworks
• Partner with global and regional stakeholders for analytics solutions
• Manage the regional Power BI environment
• Oversee integration of enterprise source systems into reporting architecture
• Collaborate cross-functionally to consolidate data and deliver insights
• Ensure consistency of reporting by aligning regions to global frameworks

Manager, Operations Performance and Data Analytics

• Obtain, validate, and organize large client data sets for use within the Zipliens platform.
• Maintain high standards of accuracy, timeliness, and efficiency across all data deliverables.
• Manage recurring data exchanges with external agencies (e.g., Medicare, LRP vendors, Medicaid), ensuring accuracy and timeliness.
• Deliver customized reporting solutions and visualizations to meet internal and external needs.
• Work with client data teams to improve onboarding and file delivery processes.
• Identify inefficiencies in recurring workflows, lead optimization initiatives, and document processes and standards to support internal consistency and knowledge sharing.
• Partner with developers to define requirements and support tool development in the Zipliens portal.
• Provide department leadership with metrics, KPIs, and data-driven recommendations.
• Communicate data challenges and solutions clearly and succinctly across teams.

Mass Tort Data Analyst – Lien Resolution

• Perform exploratory data analysis (EDA) and data visualization to uncover trends and patterns in data.
• Design and develop optimization techniques and tools to identify trends in complex, large, structured, and unstructured data sets.
• Design and develop simulation tools for training and testing ML, deep learning, and AI models.
• Collaborate with other business team resources to identify, develop, test, and new ideas.
• Work with cutting-edge technologies in ML subfields such as Natural Language Processing (NLP), Reinforcement Learning (RL), and agentic AI.

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