Workflow & Reporting Manager

Alteva RCM•Las Vegas, NV

5d•$75,000 - $120,000

About The Position

The Workflow & Reporting Manager serves as the operational and analytical leader of Alteva RCM’s Advocacy department. The role owns workflow performance visibility, the department’s reporting and business intelligence strategy, and operational metrics that drive accountability across teams. The Manager establishes standards for measuring, reporting, and acting on performance. Working with Team Leads, Managers, and department leadership, the role oversees workflow health, backlog management, service-level performance, and escalated case activity. It directs reporting solutions that provide leadership with visibility into departmental performance and leads, develops, and mentors the workflow and reporting team. The Manager identifies risks and trends, establishes reporting frameworks, and delivers strategic recommendations to improve efficiency, inform executive decision-making, and support continuous operational improvement. The position also leads workflow governance, performance analytics, root-cause analysis, process improvement, project implementation, and workload and capacity forecasting.

Requirements

7–10 years of experience in operations, workflow management, healthcare analytics, advocacy, revenue cycle operations, or a related field.
At least 2 years of experience in a supervisory or leadership capacity.
Advanced Microsoft Excel skills, including Pivot Tables, advanced formulas, and reporting.
Proven experience developing and overseeing operational dashboards and executive reporting.
Strong experience with Power BI, Salesforce reporting, QuickBase reporting, or similar business intelligence tools.
Demonstrated ability to transform large datasets into strategic, actionable operational insights.
Strong leadership, analytical, communication, and problem-solving skills.

Nice To Haves

Business intelligence mindset and strong analytical curiosity.
Experience building KPI scorecards and dashboard frameworks.
Strong understanding of workflow analytics, forecasting, and capacity planning.
Ability to communicate technical insights to non-technical stakeholders, including senior leadership.
Experience managing projects and influencing cross-functional partners without direct authority.
Strong ownership, attention to detail, and commitment to operational excellence.

Responsibilities

Oversee daily workflow activity, backlog, aging inventory, and workload distribution across teams.
Review workflows to identify bottlenecks, resource constraints, and prioritization needs, and drive resolution with department leadership.
Establish and manage service-level and escalation monitoring, proactively identifying and mitigating operational risks.
Set expectations and ensure accountability for overdue tasks, stalled cases, and workflow exceptions.
Partner with department leadership to define workflow governance standards, improve efficiency, and strengthen accountability.
Set the department’s operational reporting, workflow analytics, and performance measurement strategy.
Oversee the design, development, maintenance, and enhancement of Power BI dashboards and reporting solutions.
Own recurring executive, management, monthly, quarterly, and ad hoc reporting packages.
Establish KPI scorecards and performance measurement frameworks aligned with departmental goals.
Direct analysis of workflow trends, productivity, backlog, aging inventory, and operational performance.
Translate complex data into strategic insights and recommendations for executive decision-making.
Ensure data accuracy, integrity, and reporting consistency across Salesforce, QuickBase, and Power BI, and establish data governance practices.
Lead, coach, and develop workflow and reporting staff; set goals, provide regular feedback, and conduct performance evaluations.
Prioritize and assign work, manage team capacity, and ensure timely delivery of reporting and workflow deliverables.
Foster accountability, analytical rigor, and continuous learning within the team.
Support team hiring, onboarding, training, and succession planning.
Lead root-cause analysis to identify workflow breakdowns and recurring operational issues.
Develop and champion data-driven process improvements based on performance trends.
Manage workflow enhancements, reporting initiatives, and operational projects from planning through completion.
Forecast workload, capacity needs, and resource utilization, and advise leadership on staffing and resource planning.