Senior Data and Research Analyst, PFC

Magellan Federal; United States; On-site; USD 78,000 - 124,000; Full time

Benefits offered by this job

Short-term incentives

Comprehensive benefits package

Job summary

Magellan Federal seeks a Senior Data and Research Analyst for the PFC program to drive data, reporting, research, and BI initiatives under COI and disclosure mandates.

You will collaborate with leadership to deliver executive dashboards, analytics, and performance metrics, ensuring audit-ready reporting in a regulated government environment.

Qualifications

• Bachelor's degree or equivalent with related analytical experience.
• 5+ years of analytical experience required.
• Advanced experience in quantitative and qualitative research, trend analysis, and program evaluation.
• Ability to develop executive-level reports, dashboards, and data visualizations for operational and strategic use.
• Experience analyzing large datasets and translating findings into actionable recommendations.
• Proficiency in Excel; experience with Power BI, Tableau, SQL, SharePoint, or similar BI tools.

Responsibilities

• Manages Compliance Data and Reporting: monitors PFDR distribution, submission, and annual certification tracking; develops reports for leadership and stakeholders.
• Conducts Research and Program Analysis: analyzes qualitative and quantitative data to identify trends, risks, and improvement opportunities.
• Develops Analytics and BI Solutions: creates dashboards, scorecards, and models using Excel, Power BI, SharePoint, and databases.
• Provides Compliance Operations Support: partners with teams to support disclosure management and certification monitoring; maintains separation from adjudication authority.
• Process Improvement and Strategic Support: maintains centralized reporting and tracking for COI, disclosure, onboarding, and GYO initiatives; supports data-driven process improvements.

Skills

Advanced Excel

Power BI

SQL

Data analysis

Tableau

Communication

Education

Bachelor's degree in Business Administration

Master's degree preferred

Tools

Power BI

Tableau

SQL

SharePoint

Microsoft Access

Job description

This position is contingent on government funding.

Provides senior-level data, reporting, research, business intelligence, and operational support for the Personal Financial Counselor (PFC) program's mandated financial disclosure and conflict of interest (COI) program. Analyzes compliance data, monitors program activity, develops reporting and research outputs, and provides actionable insights that support program oversight, effectiveness, implementation, and decision-making. Supports reporting, analytics, and program measurement activities related to counselor readiness, certification progress, onboarding, and Grow Your Own (GYO) candidate development initiatives. Partners with Regional Supervisors, Compliance Coordinators, Operations, Quality, Training, and Program Leadership to promote accurate, timely, and consistent execution of disclosure and compliance processes across the PFC program.

• Manages Compliance Data and Reporting: Maintains and oversees Personal Financial Counselor Financial Disclosure Report (PFDR) distribution, submission, compliance, recusal, mitigation, and annual certification tracking systems. Monitors data quality, submission timeliness, completion status, and compliance trends. Develops weekly, monthly, annual, and ad hoc reports for program leadership and government stakeholders. (25%)
• Conducts Research and Program Analysis: Performs qualitative and quantitative research related to compliance operations, counselor readiness, program performance, workforce trends, and implementation effectiveness. Analyzes data from multiple sources to identify trends, risks, improvement opportunities, and emerging issues requiring leadership attention. (25%)
• Develops Analytics and Business Intelligence Solutions: Creates dashboards, scorecards, visualizations, analytical models, and reporting tools that support program decision-making. Utilizes Microsoft Excel, Power BI, SharePoint, databases, and other reporting platforms to evaluate compliance activities, operational performance, workforce metrics, and program outcomes. (20%)
• Provides Compliance Operations Support: Partners with Compliance, Operations, Quality, Training, Regional Supervisors, and Program Leadership to support disclosure management, certification monitoring, mitigation tracking, audit preparation, and program implementation activities. Provides analytical support while maintaining separation from compliance adjudication authority. (15%)
• Process Improvement and Strategic Support: Develops and maintains centralized reporting, analytics, dashboards, and tracking solutions supporting mandated COI and financial disclosure requirements, counselor readiness, certification progress, onboarding, refresher training, annual recertification, and GYO candidate development initiatives. Analyzes performance indicators, compliance gaps, pipeline milestones, bottlenecks, attrition trends, and readiness metrics to provide actionable reporting and decision support for Operations, Training, Compliance, Regional Supervisors, and Program Leadership. Supports continuous improvement efforts through the development of reporting tools, training resources, and data-driven process enhancements that promote program effectiveness and operational efficiency. (15%)

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.

Responsibilities

Other Job Requirements

Bachelor's degree required. A combination of education and relevant work experience may be considered in lieu of a Bachelor's degree.

5+ years of related analytical experience required.

Advanced experience conducting quantitative and qualitative research, trend analysis, and program evaluation.

Demonstrated ability to develop executive-level reports, dashboards, scorecards, briefings, and data visualizations that support operational and strategic decision-making.

Experience analyzing large datasets, identifying trends and performance indicators, and translating findings into clear, actionable recommendations.

Advanced proficiency in Microsoft Excel and experience with Power BI, Tableau, SQL, Microsoft Access, SharePoint, or comparable business intelligence and reporting platforms.

Experience developing, validating, and maintaining reporting solutions, performance metrics, dashboards, and analytical outputs within a regulated, contractual, compliance, or government program environment.

Ability to organize and analyze information from multiple sources, identify data inconsistencies, and support accurate, audit-ready reporting and recordkeeping practices.

Excellent written and verbal communication skills, with the ability to present findings, develop reporting materials, and coordinate professionally with cross-functional stakeholders and senior leadership.

Ability to manage multiple priorities, meet deadlines, protect sensitive information, and comply with applicable legal, regulatory, contractual, security, privacy, and internal policy requirements.

General Job Information

Title Senior Data and Research Analyst, PFC

Grade 27

Work Experience - Required Analytics/Informatics

Work Experience - Preferred Military

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

Education - Preferred Master's - Business Administration

License And Certifications - Required Public Trust Security Clearance - Other

License And Certifications - Preferred

Salary Range

Salary Minimum: $77,785

Salary Maximum: $124,455

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

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.

Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.