Data & Reporting Analyst

Posted 17 Days Ago
Southfield, MI, USA
In-Office
Expert/Leader
Healthtech
Happier. Healthier. Better
The Role
Transform clinical, operational, and financial data into accurate, standardized Excel-based reports and dashboards. Monitor KPIs and SLAs, identify performance drivers and risks, produce executive summaries, automate reporting processes, and partner with operations and leadership to translate data into actionable insights.
Summary Generated by Built In

Job Title: Data & Reporting Analyst 

Location: Southfield, MI (Fully in-person)

Job type: Full Time

Role Summary 

The Data & Reporting Analyst is responsible for transforming complex operational, clinical, and financial data into clear, actionable insights that drive decision-making. This role requires deep expertise in Excel and experience working with healthcare reporting systems, with Athena reporting experience preferred. The analyst serves as a trusted partner to operations and leadership by owning reporting accuracy, performance analysis, and insight generation across the organization. 

 

Key Responsibilities 

Reporting & Analytics 

  • Design, build, and maintain standardized and ad-hoc reports using advanced Microsoft Excel techniques, including pivot tables, advanced formulas, Power Query, and data models.
  • Analyze operational, clinical, and financial datasets to identify trends, risks, gaps, and opportunities.
  • Ensure data accuracy, integrity, and consistency across all reporting outputs.
  • Develop recurring reports to support leadership, operations, and performance management needs.

Performance Monitoring 

  • Track and monitor key performance indicators (KPIs), service-level agreements (SLAs), and operational thresholds.
  • Identify drivers of performance variance and surface root causes.
  • Support development and maintenance of scorecards, dashboards, and executive summaries.
  • Proactively flag performance risks, outliers, and negative trends.

Data Interpretation & Storytelling 

  • Translate complex data into clear, concise narratives that explain performance and operational impact.
  • Provide actionable insights and recommendations alongside reports.
  • Partner with operational leaders to contextualize data and align insights with workflows and business processes.
  • Support leadership decision-making by answering the “why,” not just reporting the “what.”

Process Improvement & Automation 

  • Identify opportunities to automate, standardize, and improve reporting processes.
  • Reduce manual reporting effort and improve timeliness and scalability of reporting outputs.
  • Support continuous improvement initiatives by supplying accurate, timely, and relevant performance insights.
  • Document report logic, definitions, assumptions, and data sources.

Collaboration & Stakeholder Support 

  • Collaborate with operations, clinical leadership, finance, and project teams to understand reporting needs and priorities.
  • Respond to ad-hoc data requests from leadership with clarity and urgency.
  • Serve as a subject matter expert for Excel-based reporting and performance analytics.
  • Maintain strong working relationships across departments to ensure alignment and trust in reporting.

 

Required Qualifications 

  • 10+ years of advanced Microsoft Excel experience, including pivot tables, advanced formulas (XLOOKUP, INDEX/MATCH, nested logic), Power Query, and large dataset management.
  • Bachelor’s degree in Business, Analytics, Finance, Healthcare Administration, or related field.
  • Experience building, maintaining, and analyzing complex operational and performance reports.
  • Athena reporting experience preferred, including operational, clinical, or financial reporting.
  • Strong analytical and problem-solving skills with exceptional attention to detail.
  • Ability to translate complex data into actionable insights for non-technical stakeholders.
  • Excellent written and verbal communication skills.

Key Competencies 

  • Expert-level Excel and reporting analytics
  • Data interpretation and storytelling
  • Healthcare operations and performance analysis
  • KPI and SLA tracking
  • Process improvement and reporting automation

Success in This Role Looks Like 

  • Reports are accurate, standardized, and trusted by leadership.
  • Excel-based reporting supports timely and informed decision-making.
  • Performance risks and opportunities are identified early and clearly communicated.
  • Athena data is effectively leveraged to support operational insights.
  • Reporting processes are efficient, scalable, and continuously improving.

Skills Required

  • 10+ years advanced Microsoft Excel experience, including pivot tables, advanced formulas (XLOOKUP, INDEX/MATCH, nested logic), Power Query, data models, and large dataset management.
  • Bachelor's degree in Business, Analytics, Finance, Healthcare Administration, or related field.
  • Experience building, maintaining, and analyzing complex operational and performance reports.
  • Athena reporting experience (operational, clinical, or financial reporting).
  • Strong analytical and problem-solving skills with exceptional attention to detail.
  • Ability to translate complex data into actionable insights for non-technical stakeholders.
  • Excellent written and verbal communication skills.
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The Company
HQ: Ferndale, Michigan
138 Employees
Year Founded: 2001

What We Do

Welcome to EPIC Primary Care, a medical network dedicated to providing patients with the best possible medical care. Specializing in preventative health care, EPIC PC physicians and staff are courteous, knowledgeable, and truly make every effort to meet our patients’ needs. It is our honor to contribute to the health of each of our patients in the communities we serve. Our office is a Patient Centered Medical Home, designated by Blue Cross Blue Shield of Michigan and Priority Health Care

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