About this role
The Senior Data Analyst, Performance Guarantees manages and executes analytics for Included Health’s performance guarantees across a portfolio of strategic accounts. This role focuses on executing recovery analytics to mitigate financial risk and building data pipelines and Looker dashboards for specialized metrics.
Day-to-day responsibilities include managing the end-to-end PG lifecycle, performing metric validation, and tracking contract commitments. The analyst also provides structured quarterly reporting and variance analyses to help leadership monitor and mitigate financial risk.
This position partners cross-functionally with Sales, Customer Success, Data Engineering, and Revenue Accounting to identify revenue exposures and enforce governance frameworks. The analyst participates in client-facing discussions as the technical lead to explain performance variances and resolve complex calculation disputes.
Opportunities include contributing to the PG governance framework by operationalizing processes for non-standard requests and documenting lessons learned. The role also supports RFPs and renewals through scenario modeling and data-driven feasibility assessments for custom contract commitments.
Requirements
- Bachelor's degree in Business, Finance, Analytics, Public Health, or a related field.
- Advanced proficiency in SQL for handling complex queries.
- Experience with data structures and validation processes.
- Proven track record of producing dashboards in Looker or similar BI tools.
- Demonstrated ability to manage financial or performance risks creatively.
- Ability to circumvent project roadblocks and contribute to project planning.
- Exceptional communication skills to use concise narratives for cross-functional alignment and present insights confidently to external clients.
Responsibilities
- Manage the end-to-end PG lifecycle for a portfolio of strategic accounts, including performance monitoring, metric validation, and tracking contract commitments.
- Execute recovery analytics to identify, quantify, and track the impact of interventions intended to minimize financial payouts.
- Develop and maintain optimized SQL queries, automated Looker dashboards, and source-of-truth datasets for specialized strategic account PGs.
- Support RFPs and renewals by performing scenario modeling, risk quantification, and data-driven feasibility assessments for non-standard client requests.
- Participate in client-facing discussions as the technical lead to explain performance variances, resolve complex calculation disputes, and articulate the value proposition.
- Contribute to the PG governance framework by enforcing data validation practices, operationalizing processes for non-standard requests, and documenting lessons learned.
- Manage accrual and payout analytics, building reconciliation dashboards and variance analyses to support Revenue Accounting and FP&A during quarterly close.
- Perform deep-dive root cause analyses of PG misses and data defects to identify operational failures and collaborate on preventive measures.
Benefits
- Remote work flexibility with a focus on remote and hybrid collaboration.
- Opportunity to work with strategic accounts and influence contract commitments.
- Exposure to performance guarantees analytics and financial risk mitigation.
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