Compliance Analyst, PFC

magellanhealth; United States; On-site; USD 64,000 - 103,000; Full time

Job summary

Magellan Health is seeking a Compliance Analyst, PFC, to support the mandated financial disclosure and COI processes. The role coordinates PFDR collection, review, and reporting, ensuring compliance across the PFC program and maintaining organized, auditable records.

It requires strong communication skills, attention to detail, and experience handling sensitive information. The position emphasizes tracking, database logging, and producing draft compliance materials for weekly, monthly, and ad

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 2+ years of compliance experience.
• Experience handling sensitive information securely.
• Ability to maintain logs, trackers, and draft reports under deadlines.
• Proficient in Microsoft Office and SharePoint for tracking and reporting.

Responsibilities

• Supports PFDR collection, review, tracking, and reporting.
• Maintains PFDR and COI records in accordance with requirements.
• Updates compliance databases and tracking tools.
• Develops draft reports and compliance materials for leadership.
• Monitors retention schedules and supports record disposition.

Skills

Compliance

Communication

Documentation

Education

Bachelor's degree in Business Administration

Tools

Microsoft Excel

Microsoft Word

Outlook

Teams

SharePoint

Job description

This position is contingent upon government funding.

• Supports the Personal Financial Counselor (PFC) program's mandated financial disclosure and conflict of interest (COI) process through the administration, monitoring, and maintenance of disclosure records and related compliance activities. Coordinates the collection, review, tracking, and reporting of Personal Financial Counselor Financial Disclosure Reports (PFDRs) while supporting regulatory and program requirements. Partners with Regional Supervisors, Compliance Coordinators, and Program Leadership to promote the accurate, timely, and consistent execution of disclosure and compliance processes across the PFC program. COI Documentation Intake and File Management: Collects, organizes, and maintains documentation generated from PFDR submissions and COI reporting activities. Maintains organized files for financial disclosure and COI records in accordance with program requirements and supports secure storage, retention, reporting, and audit readiness. (30%)
• Preliminary Review, Quality Checks, and Documentation Accuracy: Reviews submitted PFDRs and related documentation for completeness, accuracy, missing information, and items requiring correction or follow-up. Coordinates with Compliance Coordinators, Regional Supervisors, and Program Leadership to support documentation quality standards while recognizing that final compliance determinations remain outside the scope of this role. (25%)
• Compliance Tracking, Database Logging, and Status Monitoring: Updates compliance databases and tracking tools with PFDR activity, review progress, corrections, resubmissions, follow-up outcomes, annual recertification activity, and new hire compliance status. Tracks submission timelines and monitoring activities to support leadership visibility and program oversight. (20%)
• Reporting Support and Draft Compliance Materials: Develops draft reports and reporting inputs using compliance records, review outcomes, and tracking information. Supports the preparation of weekly, monthly, annual, and ad hoc compliance reporting materials for leadership and stakeholder review. (15%)
• Retention Scheduling, Follow-Up Coordination, and Process Support: Monitors document retention schedules and coordinates record disposition activities in accordance with policy. Provides administrative follow-up support to facilitate timely submissions, corrections, and documentation completion while identifying opportunities to improve compliance processes, record consistency, and reporting readiness. (10%)

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Responsibilities

• Bachelor's degree required. A combination of education and relevant work experience may be considered in lieu of a Bachelor's degree.
• 2+ years of related experience in compliance.
• Experience collecting, organizing, maintaining, and safeguarding sensitive information in accordance with program, regulatory, contractual, privacy, security, or internal policy requirements.
• Experience reviewing records and supporting documentation for completeness, accuracy, missing information, inconsistencies, and required follow-up actions.
• Ability to maintain accurate logs, trackers, database records, status summaries, and draft reports in a deadline-driven environment.
• Proficient in Microsoft Excel, Word, Outlook, Teams, and SharePoint, with the ability to maintain tracking tools, status reports, and organized record repositories.
• Strong written and verbal communication skills, with the ability to coordinate professionally with Personal Financial Counselors (PFCs), Assignment Ready Counselors (ARCs), Regional Supervisors, Compliance Coordinators, Operations, Quality, Training, and Program Leadership.
• Ability to handle sensitive information with discretion, maintain confidentiality, follow record retention requirements, and comply with applicable legal, regulatory, contractual, security, privacy, and internal policy requirements.

General Job Information

Title

Compliance Analyst, PFC

Grade

25

Work Experience - Required

Compliance

Work Experience - Preferred

Audit

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's - Business Administration

Education - Preferred

License and Certifications - Required

LSSWB - Lean Six Sigma White Belt Certification - Enterprise, Public Trust Security Clearance - Other

License and Certifications - Preferred

Salary Range

Salary Minimum:

$64,285 Salary Maximum:

$102,855

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-re