The Program Analyst supports the Account Executives and Customer Care Teams by managing reporting, data queries, surveillance, and trend analysis for Debt Cancellation clients and Customer Care Partner Sites. This role plays a crucial part in preparing and monitoring baseline and advanced analytics, contributing to revenue growth and cost reduction strategies.
The Analyst actively listens to stakeholders' needs, proactively develops reporting solutions, and oversees the creation of reports to assist in program management. The position requires advanced analytical and programming skills, an in-depth understanding of company processes, and the ability to enhance internal and external reporting initiatives.
Key Responsibilities:
Generate 40 detailed reports within the first 8 business days of each month, compile the data into a cohesive PowerPoint presentation to craft a compelling narrative, and present insights to executive-level management.
Gather, review, and input client data for reports, ensuring accuracy and timeliness.
Maintain reporting tables and work with IT to address requirements and resolve issues.
Analyze data trends and communicate insights to clients and internal teams via PowerPoint and email.
Conduct analyses to address discrepancies in claims costs and call trends, sharing recommendations as needed.
Review and assess reported data, alerting relevant teams to actionable trends.
Deliver custom reports to clients promptly and maintain records of report development.
Plan and prepare for new client programs and reporting requirements.
Write, deploy, and maintain SQL queries and stored procedures to support reporting and analytics.
Create and update custom client reporting using tools like Excel and Access.
Maintain strong relationships with clients, internal teams, and external resources.
Required Skills and Experience:
Experience: 5-7 years in financial analysis, preferably in the insurance or call center industry.
Education: Bachelor's degree in Finance, Computer Science, or Accounting preferred.
Technical Skills:
Ability to write SQL queries.
Proficiency in Excel (including advanced functions), SharePoint, PowerPoint, and Word.
Knowledge of call center reporting and tools (e.g., Nice inContact).
Familiarity with workforce management tools is a plus.
Strong communication skills, both written and verbal.
Ability to manage time effectively in a fast-paced environment and work collaboratively within a team.
Willingness to work off-hours when needed.
Why Join Us:
Opportunity to work on challenging and impactful projects.
Collaborative environment that values innovation and proactive problem-solving.
Direct contribution to revenue growth and operational efficiency through analytics-driven insights.