Senior Data and Research Analyst, PFC

Magellan Health; United States; On-site; USD 7,800 - 124,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Voluntary benefits

Job summary

Magellan Health seeks a Senior Data and Research Analyst for the Personal Financial Counselor (PFC) program to lead data analysis, reporting, and program insight generation. You will develop dashboards and executive-level briefings to inform oversight, readiness, onboarding, and Grow Your Own initiatives.

In this role you will collaborate with Compliance, Operations, Quality, Training, and senior leaders to ensure timely, accurate, and compliant reporting across the program, leveraging Excel,

Qualifications

• Bachelor's degree required or combination of education and relevant work experience may be considered.
• Advanced proficiency in Excel and experience with BI tools (Power BI/Tableau) and data visualization.

Responsibilities

• Conducts qualitative and quantitative research related to compliance operations and program performance.
• Develops dashboards, scorecards, and reporting tools to support decision-making using Excel, Power BI, Tableau, and SQL.
• Provides analytical support for disclosure management, certification monitoring, and governance activities while ensuring audit-ready reporting.

Skills

Data analysis

Executive-level reporting

Business intelligence

Communication skills

Education

Bachelor's degree

Tools

Power BI

Tableau

SQL

Microsoft Access

SharePoint

Job description

Job Overview

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.

Key Responsibilities

• (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.
• 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.
• 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 record-keeping 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

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.

Benefits

Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Equal Opportunity Statement

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

Security and Compliance

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, contractual, and internal policy requirements and procedures.

Employer Culture

Magellan is the employer of choice for hard working people interested in making a difference in the health care industry and in the communities where we work and live. Our strong culture of caring is the common thread in both our business strategy and our work environment. We value professional growth and development, total health and wellness, rewards and recognition as well as employee unity. Magellan is a place where you can thrive.

Equality and Inclusion

Magellan is committed to providing equal employment opportunities to employees and applicants for employment without regard to race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, disabled veteran or veteran of the Vietnam Era status, or any other factors protected by law.

Legal Compliance

Magellan is committed to meeting applicable Federal labor and employment law posting requirements by providing necessary posters in a format which is easily accessible and conspicuous to all applicants. Copies of applicable posters are accessible by clicking here.