Business Insights & Planning Analyst III

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:

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 (hourly/salary):

Organization Level Competencies

• Fostering a Collaborative Workplace Culture

• Cultivate Partnerships

• Develop Self and Others

• Drive Execution

• Influence Others

• Pursue Personal Excellence

• Understand the Business