CareSource is a health care organization seeking a Business Insights & Planning Analyst III responsible for the Lean Portfolio Management workstream. The role involves coordinating planning activities, managing due diligence workstreams, and supporting acquisition planning and business development efforts.
Responsibilities:
- 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
Requirements:
- 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
- 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
- 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