Senior Data and Research Analyst, PFC

magellanhealth; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Magellan Health is seeking a senior data analytics professional to support the Personal Financial Counselor (PFC) program's financial disclosure and COI compliance. You will analyze compliance data, develop dashboards, and provide insights to leadership for oversight and decision-making.

You will collaborate with multiple stakeholders, build reporting solutions, and help ensure timely, accurate program execution in a regulated environment.

Qualifications

• Bachelor's degree required.
• 5+ years of related analytical experience.
• Advanced experience in quantitative and qualitative research, trend analysis, and program evaluation.
• Ability to develop executive-level reports, dashboards, and data visualizations.
• Experience analyzing large datasets and translating findings into actionable recommendations.
• Proficiency in Excel and BI/reporting platforms (Power BI, Tableau).

Responsibilities

• Provides senior-level data, reporting, and BI support for the PFC program's financial disclosure and COI program.
• Analyzes compliance data and develops weekly, monthly, and ad hoc reports for leadership.
• Develops dashboards and scorecards to support program decisions and oversight.
• Supports disclosure management, certification monitoring, and audit preparation.
• Promotes accurate, timely, and consistent execution of disclosure and compliance processes.

Skills

Data analysis

Executive reporting

Power BI

Excel

SQL

SharePoint

Tableau

Cross-functional collaboration

Communication

Visualization

Education

Bachelor's degree

Tools

Power BI

Tableau

SQL

Microsoft Access

SharePoint

Excel

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.

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 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 pr