The Business Analyst-Client Relations assists the client relations team in managing the daily operations and services of an assigned team of clients. The analyst provides consistent high quality data analysis, troubleshooting, research and issue resolution, and leads both client and internal projects. The overall goal of this position is to provide support to the client relations team to ensure clients receive timely, relevant responses, quality data and reporting, and resolution to their business problems.
Position Summary:
The Data Analyst in PFM supports the Client Success team by performing analysis, processing and driving improvements to the client receivable reconciliation process; helping solve internal and external business problems; and providing data-related deliverables, services, and support to clients and internal teams. The Data Analyst provides consistent high-quality insights and analysis, performs troubleshooting, research and issue resolution, designs and implements improvements to work processes, and leads both external and internal projects.
Primary Accountabilities:
Technical
Write SQL code to assist with processes or development of reports
Use data visualizations appropriately and effectively
Identify, develop and implement new procedures to increase efficiency and productivity of work processes
Tier 1 and Tier 2 support of internal and external client data and system issues
Participate in product grooming, perform and lead user acceptance testing
Produce reports and other requested deliverables including financial analysis
Design internal and external facing dashboards for trending and benchmarking
Analytical:
Perform analysis and processing of cash and claim exceptions to support reconciliation of client receivables balance
Execute all phases of information deliverables including data mining, analysis, insights and recommendations, presentation and communication to internal and external clients
Provide high quality insights and recommendations to internal and external clients through data analysis, knowledge of business processes, and industry trends
Conduct data analyses such as trending and benchmarking with comparative data
Troubleshoot complex data problems
Anticipate client informational needs on an individual and global level and use these insights to assist internal teams with creation of data products
Operational
Support the organization’s business objectives, delivering solid outcomes and positive client experiences
Develop and drive initiatives to continuously improve reconciliation processes
Develop and execute project plans with the objective of maximizing client satisfaction while aligning to organizational business objectives
Serve as a liaison between Client Success and IT
Serve as subject matter expert to clients on industry and business processes
Administrative
Conduct proper validation procedures on own and others’ work
Create SOP documentation for existing and new business processes
Ensure timely completion of client requests, assigned projects, issue resolution, and other action items
Maintain HIPAA (Health Insurance Portability and Accountability Act) compliance in all client communication
Influence
Review exceptions management service by discussing Inmar and client’s responsibilities
Communicate results effectively and appropriately to audiences at a wide range of organizational levels
Establish and foster ongoing relationship with assigned clients
Performing special projects and other duties as assigned by management.
Required Qualifications:
Bachelor’s degree (MBA preferred) from a four-year college or university in business or a related field with four to six years of experience in business analysis or any equivalent combination of experience and training that provides the required knowledge, skills, and abilities needed to complete the job responsibilities
Healthcare industry experience preferred
Advanced technical skills with the ability to communicate technical requirements, and compose a business process flow using applications such as MS Visio, SmartDraw, or other graphics/diagramming application
SQL and VBA strongly preferred; Alteryx a plus
Knowledge of GAAP strongly preferred
Proven ability to compose complex professional business correspondence, reports and analyses
Ability to troubleshoot complex data problems
Ability to train other associates on business processes
Ability to multi-task and manage multiple projects and business problems simultaneously
Ability to solve problems with minimal instruction and guidance
Microsoft Office suite of software products (Excel, Access, Word), SQL Server management studio, Google products (email, calendar, Drive)
Solid documentation skills
Self-starter with initiative and sense of urgency
Individual Competencies:
Adaptable: Responds to change with a willingness to learn new ways to accomplish work.
Teamwork: Builds relationships and works cooperatively with others, inside and outside the organization, to accomplish objectives to build and maintain mutually beneficial partnerships, leverage information and achieve results.
Analytical and Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach.
Communication: Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent.
Curious: A desire to inquire and learn, to seek new knowledge and wisdom, and to listen to the contributions of others with a genuine interest to better self, the team, and the organization.
Problem Solving: Gathers and analyzes information to generate and evaluate solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.
Collaboration: Works collaboratively with others to achieve group goals and objectives.
The physical demands described here are representative of those that must be met by an associate to successfully perform the major job responsibilities (essential functions) of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major job responsibilities. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.
While performing the duties of this job, the associate is:
Regularly required to use hands to finger, handle or feel objects, tools or controls, and reach with hands or arms.
Regularly required to talk or hear and read instructions on a computer monitor and/or printed on paper.
Occasionally required to stand, kneel or stoop, and lift and/or move up to ## pounds.
Regularly required to view items at an extremely close range and must be able to adjust and readjust focus.
Occasionally: Job requires this activity up to 33% of the time
Frequently: Job requires this activity between 33% - 66% of the time
Regularly: Job requires this activity more than 66% of the time
Safety:
Support a safe work environment by following safety rules and regulations and reporting all safety hazards.
As an Inmar Associate, you:
Put clients first and consistently display a positive attitude and behaviors that demonstrate an awareness and willingness to listen and respond to clients in order to meet their short-term and long-term needs, requirements and exceed their expectations.
Treat clients and teammates with courtesy, consideration and tact; you also have the ability to perceive the needs of internal and external clients and communicate effectively with the objective of delighting and retaining the client.
Build collaborative relationships and work cooperatively with others, inside and outside the organization, to accomplish objectives, develop and maintain mutually-beneficial partnerships, leverage information and achieve results.
Set and attain achievable, yet aggressive, goals with a sense of urgency and accountability.
Understand that results are important and focus on turning mission into action to achieve results following the principles of Flawless Execution while consistently complying with quality, service and productivity standards to meet deadlines and exceed expectations by giving our clients the best possible outcomes.
