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Perform general ledger reconciliations, prepare and post journal entries, produce financial reports and spreadsheets, analyze variances, maintain work papers, assist internal/external audits, key invoices into A/P, and support special projects and supervisory reviews. Requires use of Microsoft Office and data retrieval tools.

Develops and delivers instructor-led and virtual training, conducts needs assessments, creates learning materials and assessments, coaches trainees and trainers, tracks performance, and manages training projects to meet business requirements and timelines.

Review and screen appeals, research requests, enter case-specific data, and build appeal cases in the system. Log and route requests, generate letters, assemble files, order records, ensure appeals quality control, pend documents for electronic saving, and prepare case files for review or further routing.

Designs and delivers instructor-led and virtual training programs, conducts training needs assessments, develops assessments and materials, coaches trainees and training specialists, tracks performance, and coordinates with management to meet project deliverables.

Manage daily operations of claims and customer service teams, monitor productivity, quality, and compliance, lead process and system improvement projects, prepare analyses and reports, assist with budgeting, and recruit and train staff to meet contractual and corporate performance standards.

Lead regional sales, renewals, and service operations; recruit, train, and manage sales teams; develop regional marketing and budgets; coordinate account implementation, renewals, and issue resolution; build relationships with clients, brokers, and partners to drive growth and retention.

Manage post-launch product lifecycle including vendor/onboarding support, sales training, invoicing, member issue resolution, and cross-functional collaboration. Analyze and report product efficacy, prepare executive summaries and presentations, maintain documentation, monitor trends, and recommend improvements to enhance customer experience.

Manage a small but growing analytics team to deliver healthcare reporting, predictive models, and evidence-based insights. Oversee experimental design, statistical and machine learning analyses, data validation, client collaboration, and production integration while ensuring governance and clear stakeholder communication.

Prepare and analyze complex accounting transactions, journal entries, and reconciliations; develop rates and proposal cost documentation; produce financial reports, budgets, and forecasts; lead special projects and audits; review and improve policies and mentor junior staff.

Lead and perform operational, financial, and compliance audits; evaluate internal controls; develop audit programs; test and document findings; draft reports with recommendations; conduct investigations and special studies; provide training and lead other auditors; examine financial and information systems and verify corrective actions.