Senior Data and Research Analyst, PFC

Magellan Health

4d • $77,785 - $124,455

About The Position

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. The analyst reviews compliance data, monitors program activity, develops reporting and research outputs, and provides actionable insights to support program oversight, effectiveness, implementation, and decision-making. The role also supports measurement and analytics related to counselor readiness, certification progress, onboarding, and Grow Your Own (GYO) candidate development initiatives. The analyst partners with Regional Supervisors, Compliance Coordinators, Operations, Quality, Training, and Program Leadership to promote accurate, timely, and consistent disclosure and compliance processes.

The position maintains tracking systems for financial disclosure distribution, submissions, compliance, recusals, mitigation, and annual certification. It monitors data quality, timeliness, completion, and trends; produces recurring and ad hoc reports for program leadership and government stakeholders; conducts qualitative and quantitative research; and develops dashboards, scorecards, visualizations, analytical models, and reporting tools. The role supports compliance operations and continuous improvement while maintaining separation from compliance adjudication authority.

This position is contingent on government funding. Duties listed are representative and not all-inclusive; additional duties aligned with the job's intent may be assigned.

Requirements

• Bachelor's degree required; a combination of education and relevant work experience may be considered in lieu of a bachelor's degree.
• At least 5 years of related analytical experience.
• 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 for 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 in 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.
• Excellent written and verbal communication skills, including presenting findings, developing reporting materials, and coordinating professionally with cross-functional stakeholders and senior leadership.
• Ability to manage multiple priorities, meet deadlines, protect sensitive information, and comply with applicable legal, regulatory, contractual, security, privacy, and internal policy requirements.
• Public Trust Security Clearance required.

Nice To Haves

• Military work experience preferred.
• Master's degree in Business Administration preferred.

Responsibilities

• Maintain and oversee systems tracking Personal Financial Counselor Financial Disclosure Report (PFDR) distribution, submission, compliance, recusal, mitigation, and annual certification.
• Monitor data quality, submission timeliness, completion status, and compliance trends.
• Develop weekly, monthly, annual, and ad hoc reports for program leadership and government stakeholders.
• Conduct qualitative and quantitative research on compliance operations, counselor readiness, program performance, workforce trends, and implementation effectiveness.
• Analyze information from multiple sources to identify trends, risks, improvement opportunities, and emerging issues requiring leadership attention.
• Create dashboards, scorecards, visualizations, analytical models, and reporting tools to support program decision-making.
• Use Excel, Power BI, SharePoint, databases, and other reporting platforms to evaluate compliance activities, operational performance, workforce metrics, and program outcomes.
• Partner with Compliance, Operations, Quality, Training, Regional Supervisors, and Program Leadership on disclosure management, certification monitoring, mitigation tracking, audit preparation, and program implementation.
• Provide analytical support while maintaining separation from compliance adjudication authority.
• Develop and maintain centralized reporting, analytics, dashboards, and tracking solutions for COI and financial disclosure requirements, counselor readiness, certification progress, onboarding, refresher training, annual recertification, and GYO candidate development.
• Analyze performance indicators, compliance gaps, pipeline milestones, bottlenecks, attrition trends, and readiness metrics to provide reporting and decision support.
• Support continuous improvement through reporting tools, training resources, and data-driven process enhancements.

Benefits

• May be eligible for short-term incentives.
• Comprehensive benefits package.
• Health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.

What This Job Offers

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