Partner with internal cross-functional areas such as Sales, Finance, Trade and Reporting to ensure all client requirements are met and supported
Review and analysis of reporting to identify trends and opportunities, plus quality inspection prior to client delivery
Solve for opportunities identified through trend analysis – process improvement / strategic projects
Independently manage client issues and projects with little involvement from leadership
Triage of Finance specific Aunt Team requests
Support multiple complex client escalations and projects– requiring 'outside of the box' solutions and ideas
Conduct 'lessons learned' and feedback meetings post resolution of issues to improve processes for the future, including FOX and CSX support
Create and maintain issue and project tracking support tools as needed (Milestone Report/CRAID/Agendas/etc.)
Partner with cross-functional partners to align on client and project expectations
Escalate appropriately when support is needed or risk is identified, linear and/or cross-functional escalation
Send weekly meeting agenda and meeting notes 24hrs prior and after meeting takes place
Regular summary updates to Finance leadership

2+ years of professional experience in PBM/healthcare operational and/or financial role(s)
2+ years of experience performing in-depth research, investigation, analysis, and/or ad-hoc reporting
Experience in Microsoft Office, particularly Excel (must know how to do VLOOKUPS and pivot tables)
Prior experience in client-facing role
Demonstrated project management experience
Advanced Microsoft Excel skillset including pivot-tables, advanced formulas, and maneuvering data sets
Prior Salesforce use
Bachelor’s Degree or equivalent experience required

medical, dental, and vision coverage
paid time off
retirement savings options
wellness programs
comprehensive benefits package designed to support physical, emotional, and financial well-being

Senior Analyst, Financial Operations

Key skills