Senior Data Analyst, Performance Guarantees

Job Description:

• Manage the end-to-end PG lifecycle for a portfolio of strategic accounts, including performance monitoring, metric validation, and tracking contract commitments.
• Act as a core subject matter expert for custom Performance Guarantees, partnering with Data Engineering to maintain specialized data pipelines and collaborating with Sales and Customer Success (CS) to track contract execution.
• Provide structured quarterly reporting and variance analyses on PG performance to help leadership monitor and mitigate financial risk.
• Support RFPs and renewals by performing scenario modeling, risk quantification, and data-driven feasibility assessments for non-standard client requests.
• Participate in client-facing discussions as the technical lead to explain performance variances, resolve complex calculation disputes, and clearly articulate Included Health’s value proposition as it relates to PGs.
• Execute recovery analytics to identify, quantify, and track the impact of interventions intended to minimize financial payouts.
• Contribute to the PG governance framework by enforcing data validation practices, operationalizing processes for non-standard requests, and documenting lessons learned from failed PGs.
• Manage accrual and payout analytics, building reconciliation dashboards and variance analyses to support Revenue Accounting and FP&A during quarterly close.
• Partner proactively with Customer Success teams to identify opportunities to manage high-risk payouts and execute timely recovery actions.
• Develop and maintain optimized SQL queries, automated dashboards (Looker), and source-of-truth datasets specifically for specialized strategic account PGs.
• Maintain PG-related data structures within Salesforce CRM in partnership with Client Operations.
• Perform deep-dive root cause analyses of PG misses and data defects to identify operational failures, collaborating with technical and clinical teams to implement preventive measures.
• Work independently to self-manage goals while effectively multitasking across multiple high-priority client workstreams.

Requirements:

• Education: Bachelor's degree in Business, Finance, Analytics, Public Health, or a related field.
• Technical Skills: Advanced proficiency in SQL for handling complex queries, experience with data structures/validation processes, and a proven track record of producing dashboards in Looker or similar BI tools.
• Strategic Experience: Demonstrated ability to manage financial or performance risks, circumvent project roadblocks creatively, and contribute to project planning.
• Communication: Exceptional communication skills with the ability to use concise narratives to bring cross-functional teams up to speed and present insights confidently to external clients.
• Stakeholder Management: Proven track record of developing strong cross-functional relationships, engaging in constructive debate, and managing cross-functional goals.
• Healthcare Knowledge: Working knowledge of medical claims data concepts, EHR, or other core healthcare data sources.
• Financial Acumen: Comfort with financial accruals, value-based care models, or basic accounting principles.

Benefits:

• Remote-first culture
• 401(k) savings plan through Fidelity
• Comprehensive medical, vision, and dental coverage through multiple medical plan options (including disability insurance)
• Paid Time Off ("PTO") and Discretionary Time Off ("DTO")
• 12 weeks of 100% Paid Parental leave
• Family Building & Compassionate Leave: Fertility coverage, $25,000 for surrogacy/adoption, and paid leave for failed treatments, adoption or pregnancies.
• Work-From-Home reimbursement to support team collaboration home office work