Workflow & Reporting Senior Associate

Alteva RCM•New York, NY

2d•$60,000 - $80,000

About The Position

The Workflow & Reporting Senior Associate serves as the operational and analytical backbone of Alteva RCM’s Advocacy department. The role maintains visibility into workflow performance, develops actionable reporting and dashboards, monitors key operational metrics, and drives accountability through data-driven insights. Working with Team Leads, Managers, and department leadership, the role oversees workflow health, backlog management, service-level performance, and escalated case activity while building reporting solutions that clarify departmental performance. It also identifies risks and trends, develops reporting frameworks, and recommends improvements to support efficiency and decision-making. The position monitors daily workflow activity, backlog, aging inventory, and workload distribution; reviews workflows for bottlenecks and resource constraints; follows up on overdue tasks and stalled cases; and partners with leadership to improve efficiency and accountability. It serves as the department’s primary resource for operational reporting, workflow analytics, and performance measurement, including development and maintenance of Power BI dashboards, recurring reporting packages, KPI scorecards, and performance frameworks. The role validates data across Salesforce, QuickBase, and Power BI, conducts root-cause analysis, recommends process improvements, supports operational initiatives, and helps forecast workload, capacity, and resource utilization. Success is measured through workflow throughput and completion, backlog and aging inventory management, SLA adherence, escalated case resolution, reporting accuracy and timeliness, dashboard adoption, workflow compliance, and operational efficiency improvements.

Requirements

4–6 years of experience in operations, workflow management, healthcare analytics, advocacy, revenue cycle operations, or a related field.
Advanced Microsoft Excel skills, including Pivot Tables, formulas, and reporting.
Experience developing operational dashboards and executive reporting.
Strong experience with Power BI, Salesforce reporting, QuickBase reporting, or similar business intelligence tools.
Ability to transform large datasets into actionable operational insights.
Strong analytical, communication, and problem-solving skills.

Nice To Haves

Business intelligence mindset and strong analytical curiosity.
Experience developing KPI scorecards and dashboard frameworks.
Understanding of workflow analytics, forecasting, and capacity planning.
Ability to communicate technical insights to non-technical stakeholders.
Strong ownership, attention to detail, and commitment to operational excellence.

Responsibilities

Monitor daily workflow activity, backlog, aging inventory, and workload distribution across teams.
Review workflows to identify bottlenecks, resource constraints, and prioritization needs.
Monitor service levels and escalation activity and identify operational risks.
Follow up on overdue tasks, stalled cases, and workflow exceptions.
Partner with leadership to improve workflow efficiency and accountability.
Develop, maintain, and enhance Power BI dashboards and reporting solutions.
Prepare recurring executive, management, monthly, quarterly, and ad hoc reporting packages.
Create KPI scorecards and performance measurement frameworks.
Analyze workflow trends, productivity, backlog, aging inventory, and operational performance.
Provide granular reporting and actionable insights to support strategic decision-making.
Validate data accuracy and reporting consistency across Salesforce, QuickBase, and Power BI.
Conduct root-cause analysis to identify workflow breakdowns and recurring operational issues.
Recommend process improvements based on data analysis and performance trends.
Support workflow enhancements, reporting initiatives, and operational projects.
Help forecast workload, capacity needs, and resource utilization.