Does your current company inspire you to build, grow, and innovate? Is your passion for making lasting and meaningful change being realized?

The tremendous growth in our business and increasing demand for our services means we are expanding our team in exciting ways. We have the heart of a startup and the backing of an industry leader. This means a unique career opportunity for low-ego professionals looking for a people-first, culture rich work family with which to change the world.

Centro Benefits Research is an employee benefits service organization which provides research, analysis, and process facilitation for employee benefits consultants and insurance carriers. We are a wholly owned subsidiary of OneDigital Health, one of the largest leading Benefits and HR Consulting firm in the country.

Our team is rapidly growing and so is our need for various functions supporting business and operations. Therefore, we are seeking an experienced Revenue Data Analyst who will be responsible for understanding, preparing, processing, and analyzing revenue data facilitate business and financial management processes.

In this role, you will work directly with COO, our Client Success Team and finance organization to support their data, reporting and business analytics needs. You will help create the vision, strategy and goals of our business reporting function to support our teams and our business growth with data, reports, analysis and insights. If you are a brave and tenacious team player with a passion for innovation, problem solving, challenging the status quo, and always looking for a better way of doing things, you will love working here.

Key Responsibilities

• Use knowledge of business context and operational environment to identify opportunities where data can be leveraged to achieve business benefits.
• Prepare reports and analyze data, including locating, cleansing, extracting, mapping, importing, transforming, validating, or modeling data from various sources
• Create a comprehensive portfolio of Standard Management Reports and Analysis in d365
• Oversee the accuracy and timeliness of cash posting process
• Research and resolve revenue postings issues after AR runs
• Update d365 and oversee data accuracy in d365 as it relates to accurate revenue posting
• Maintain status reports of any revenue discrepancies and work with internal finance team to manage Assignment process
• Identify trends and issues in various analysis, and develop recommendations for business decisions
• Communicate operational and financial information to all business partners to enable them to make informed decisions or take action
• Analyze and resolve data quality problems
• Collaborate with d365 product team, other data and analytics teams and finance teams across the enterprise to learn and apply best practices relative to data management, d365 and financial management process
• Recommend system modifications and enhancements to business application team to enhance data management processes
• Prepare ad-hoc Management Reports and Analysis

Qualifications, Skills and Requirements:

• Deep knowledge of insurance domain
• Detail-oriented and highly organized
• Takes initiative and follows through on projects and assignments
• Creative thinker with a passion for solving complex problems and getting things done
• Self-starter with ability to balance priorities and work in a lean environment
• Outstanding troubleshooting, communication, presentation, documentation, and leadership skills
• Outstanding communication, presentation, and leadership skills
• Excellent organizational and time management skills
• Enjoys being part of a smaller team with a big mission
• Comfortable handling multiple projects simultaneously with ability to confidently prioritize and manage time and deliverables

Education, Training and Experience:

• Excellent knowledge of MS Office Suite (PowerPoint, Word, Teams), with power user skills in MS Excel
• Demonstrated experience working with Microsoft Dynamics 365
• Solid experience with data visualization tools (PowerBI/Tableau/etc.)

Thank you for your interest in joining the team!