Reporting and Analytics Manager

Heritage Provider Network • Orange, CA

2d

About The Position

The Reporting and Analytics Manager leads the analytics function supporting the HPN UM & CM delegation oversight operation and is accountable for the health plan reporting process, including group-level validation, timely collection of submissions, and preparation of universes for DMHC and NCQA audits. The role directs development of Tableau dashboards, SQL queries, and automated reporting to extract and analyze healthcare information across utilization, turnaround-time compliance, medical group performance, and compliance monitoring. It also presents data through user-friendly visuals and written summaries.

Working collaboratively with Medical Group data analytics teams, the Manager develops and maintains accurate data mappings to the HPN data warehouse, supporting consistent, valid, and comparable data across medical groups with disparate source systems. The role leads data management and ETL activity and governs the analytics estate, ensuring code, packages, and workbooks are maintained in an authoritative location, follow naming and documentation standards, and can be reproduced by another analyst.

The position also owns departmental applications serving UM leadership. It gathers requirements from UM stakeholders, translates them into functional specifications, and oversees application releases, user support, and documentation to ensure applications continue to meet business needs. The Manager leads and develops the analytics team, supports reporting and compliance requirements, and promotes continuous learning and data-driven decision-making.

Requirements

• Bachelor’s degree in a quantitative, health informatics, computer science, or related field strongly preferred; an equivalent combination of education and directly relevant experience will be considered.
• At least 5 years developing and managing Tableau dashboards, including interactive dashboards, performance optimization, and data visualization best practices.
• At least 7 years of SQL programming related to reporting and data extraction, including writing, optimizing, and troubleshooting complex queries against large datasets.
• Experience with ETL processes and data warehousing, including SQL Server, SSIS, and SSRS.
• Experience with Python for reporting automation and data processing, using pandas, pyodbc, openpyxl, or equivalent.
• Documentation and version-control practices sufficient to ensure work products are reproducible and maintainable by others.
• At least 7 years producing, analyzing, and validating reports and translating business needs into actionable insights.
• Experience in data integrity validation, root-cause analysis, and process automation for reporting efficiency.
• At least 7 years in a healthcare organization.
• Knowledge of healthcare regulations and compliance, including HIPAA, NCQA, and DMHC audits, and payer/provider reporting requirements.
• At least 2 years of leadership or management experience in analytics and reporting, including assigning projects, providing performance feedback, and guiding professional growth.
• Demonstrated ability to build team self-sufficiency so reporting continuity is maintained during absences and resources can be reallocated as priorities change.
• Ability to communicate technical concepts to non-technical stakeholders and influence decision-making.
• Strong analytical, problem-solving, and organizational skills.
• Ability to manage multiple concurrent projects, reset priorities to meet deadlines, and seek direction when priorities conflict.
• Self-motivation, sound judgment, and high personal ethics.
• Ability to work effectively with all levels of management and build positive working relationships across divisions.

Nice To Haves

• Experience training analysts or stakeholders on Tableau usage.
• Familiarity with Agile delivery practices, including iterative development, backlog prioritization, and sprint-based planning.
• Experience with claims data, membership data, or quality metrics.

Responsibilities

• Oversee the health plan reporting process, ensuring group-level validation and timely collection of submissions.
• Create and leverage analytics to support HPN groups’ performance and operations.
• Maintain and enhance a centralized report repository in HPN’s knowledge base, and train analysts to execute reporting scripts as needed.
• Identify and implement process improvements for health plan reporting and provide strategic support to groups where applicable.
• Direct the preparation and delivery of ad-hoc and routine reports for internal and external reporting requirements.
• Supervise preparation of universes for DMHC and NCQA audits, ensuring comprehensive data validation and collection.
• Ensure accurate and timely data reporting aligns with department and organizational objectives.
• Lead data management initiatives, including ETL processes, to meet reporting and compliance needs.
• Use existing data sources for reporting and escalate data gaps that hinder reporting capabilities to the director.
• Collaborate with cross-functional teams to optimize reporting workflows, validation processes, and data integration.
• Foster continuous learning and data-driven decision-making within the team, aligned with evolving business needs.
• Own departmental applications serving UM leadership, gather requirements with UM stakeholders, and translate business needs into functional specifications.
• Manage the application lifecycle, including enhancement prioritization, release coordination, user acceptance testing, end-user training, and supporting documentation.
• Serve as liaison between UM business owners and technical resources, including internal analysts and external vendors, to ensure delivered functionality meets business needs.
• Lead the analytics function and support team self-sufficiency through project assignment, performance feedback, and professional development.

Benefits

• The total compensation package may include a sign-on bonus and discretionary awards.
• Medical, financial, and/or other benefits, including 401(k) eligibility.
• Paid time off benefits, such as vacation and sick time.
• Parental leave.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager