Business Insights & Planning Analyst III
CareSource, Dayton, OH, United States
Job Summary:
The Business Insights & Planning Analyst III is responsible for the Lean Portfolio Management workstream.
Ideal skills we are looking for:
Needs graphic development/presentation skills
PowerPoint Super User
SharePoint Design, Development & Workflows
SharePoint Super User
Analyze data trends to identify opportunities for continuous improvement
Define and track transformation metrics (maturity, flow, predictability, business outcomes)
Power BI Experience
Essential Functions:
Coordinate the execution of diligence planning items and activities among various teams
Manage the due diligence workstream: data request lists, data room management, and data exchange
Support internal transaction review and analysis
Support acquisition planning activities and deliverables
Coordinate meeting facilitation among the deal, functional, legal, outside advisory teams, and internal senior leadership
Document and communicate the status, risks, issues, and interdependencies and among various teams
Develop meeting, presentation, and executive reporting materials
Create and manage marketing materials for Business Development
Assist with the continuous improvement of project management and service delivery best practices and tools
Collaborate with other functional areas and subject matter experts to collect information
Coordinate integration handoffs with Enterprise Project Management Office
Support various growth activities including business planning, business development work product development, and presentation development for executive leadership and board level communications
Perform any other job duties as requested
Education and Experience:
Bachelor's degree in related field or equivalent years of relevant work experience is required
Minimum of five (5) years of experience in health care insurance operations, including deep expertise in mergers & acquisitions is required
Experience with systemic innovation and improvement and large projects is required
Competencies, Knowledge and Skills:
Solid planning, strategy and influencing skillset
Strong organization skills
Flexibility in leading innovation and organizational change
Strong collaboration and relationship building skills
Excellent critical listening and systematic thinking skills
Effective decision making/problem solving skills
Proven ability to effectively interact at all organizational levels
Excellent written and verbal communication skills
Demonstrated excellence in analysis and collaboration skills
Hands on proficiency in Microsoft Office tools, skilled in PowerPoint
Business acumen and politically astute ability to act with diplomacy and sensitivity to cultural diversity
Ability to work independently and within a team environment
Leadership experience and skills
Energetic, enthusiastic self-starter, time management skills
Customer service oriented
Licensure and Certification:
None
Working Conditions:
General office environment; may be required to sit or stand for extended periods of time
Compensation Range:
$72,200.00 - $115,500.00 CareSource takes into consideration a combination of a candidate's education, training, and experience as well as the position's scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee's total well-being and offer a substantial and comprehensive total rewards package.
Compensation Type:
Salary
Competencies:
- Fostering a Collaborative Workplace Culture
- Cultivate Partnerships
- Develop Self and Others
- Drive Execution
- Influence Others
- Pursue Personal Excellence
- Understand the Business
This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds.
#LI-GB1
The Business Insights & Planning Analyst III is responsible for the Lean Portfolio Management workstream.
Ideal skills we are looking for:
Needs graphic development/presentation skills
PowerPoint Super User
SharePoint Design, Development & Workflows
SharePoint Super User
Analyze data trends to identify opportunities for continuous improvement
Define and track transformation metrics (maturity, flow, predictability, business outcomes)
Power BI Experience
Essential Functions:
Coordinate the execution of diligence planning items and activities among various teams
Manage the due diligence workstream: data request lists, data room management, and data exchange
Support internal transaction review and analysis
Support acquisition planning activities and deliverables
Coordinate meeting facilitation among the deal, functional, legal, outside advisory teams, and internal senior leadership
Document and communicate the status, risks, issues, and interdependencies and among various teams
Develop meeting, presentation, and executive reporting materials
Create and manage marketing materials for Business Development
Assist with the continuous improvement of project management and service delivery best practices and tools
Collaborate with other functional areas and subject matter experts to collect information
Coordinate integration handoffs with Enterprise Project Management Office
Support various growth activities including business planning, business development work product development, and presentation development for executive leadership and board level communications
Perform any other job duties as requested
Education and Experience:
Bachelor's degree in related field or equivalent years of relevant work experience is required
Minimum of five (5) years of experience in health care insurance operations, including deep expertise in mergers & acquisitions is required
Experience with systemic innovation and improvement and large projects is required
Competencies, Knowledge and Skills:
Solid planning, strategy and influencing skillset
Strong organization skills
Flexibility in leading innovation and organizational change
Strong collaboration and relationship building skills
Excellent critical listening and systematic thinking skills
Effective decision making/problem solving skills
Proven ability to effectively interact at all organizational levels
Excellent written and verbal communication skills
Demonstrated excellence in analysis and collaboration skills
Hands on proficiency in Microsoft Office tools, skilled in PowerPoint
Business acumen and politically astute ability to act with diplomacy and sensitivity to cultural diversity
Ability to work independently and within a team environment
Leadership experience and skills
Energetic, enthusiastic self-starter, time management skills
Customer service oriented
Licensure and Certification:
None
Working Conditions:
General office environment; may be required to sit or stand for extended periods of time
Compensation Range:
$72,200.00 - $115,500.00 CareSource takes into consideration a combination of a candidate's education, training, and experience as well as the position's scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee's total well-being and offer a substantial and comprehensive total rewards package.
Compensation Type:
Salary
Competencies:
- Fostering a Collaborative Workplace Culture
- Cultivate Partnerships
- Develop Self and Others
- Drive Execution
- Influence Others
- Pursue Personal Excellence
- Understand the Business
This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds.
#LI-GB1