• Ensure compliance with relevant regulations while promoting organizational transparency. • Develop and maintain business dashboards and reports using Power BI or similar tools. • Analyze trends, patterns, and relationships across business metrics. • Perform root-cause analysis on KPI movements and anomalies. • Build and maintain basic forecasting and projection models for key business metrics. • Support scenario analysis and forward-looking insights (best / expected / worst cases) • Use Python-based analysis and plotting when deeper exploration or custom visualization is required. • Translate business questions into analytical frameworks and metrics. • Partner with stakeholders (Product, Finance, Operations, Engineering) to provide decision-ready insights. • Contribute to KPI definitions, metric documentation, and governance. • Present insights clearly to non-technical audiences, including leadership. • Strong proficiency in SQL for analytical querying and data exploration. • Hands-on experience with BI tools such as PowerBI, including (Building dashboards and reports - Working with semantic models and measures - Applying filters, drill-downs, and row-level security concepts). • Solid understanding of analytical concepts, including (Trend analysis - Forecasting and projections - Correlation vs causation - Variance and comparative analysis). • Experience working with data warehouses (BigQuery preferred). • Working knowledge of Python for analysis, including (Data exploration and transformation (e.g. pandas) - Plotting and visualization (e.g. matplotlib, seaborn, or equivalent) - Using Python notebooks or scripts to support analysis). • Familiarity with data validation techniques to ensure analysis accuracy.

• Build, refine, and maintain Power BI dashboards, reports, and scorecards that provide actionable insights into Carelinx operations. • Source, transform, and integrate data from multiple internal and external systems, ensuring data accuracy, completeness, and consistency across the BI environment. • Design, optimize, and maintain semantic models that support scalable reporting and efficient analytics across diverse healthcare and operational data sets. • Partner with business owners, analysts, product teams, and operational leaders to translate business questions into technical specifications and BI solutions. • Monitor and enhance dataset, model, and report performance to ensure reliable experiences within Power BI. • Develop and maintain documentation covering data sources, transformation logic, data models, and reporting standards.

• Analyze pipeline trends, forecast performance, and identify risks and opportunities to ensure predictable revenue outcomes. • Develop and refine forecasting models to improve accuracy and provide clear visibility into future revenue performance. • Monitor and analyze pipeline trends, identify risks and opportunities, and deliver actionable insights. • Track forecast vs. actual performance, highlight variances, and recommend corrective actions. • Streamline forecasting and pipeline management processes to reduce friction and improve efficiency across GTM teams. • Analyze the sales funnel to uncover points of stagnation. • Build and maintain dashboards that provide real-time visibility into forecast accuracy. • Use CRM and analytics tools to deliver insights that inform GTM strategy and improve forecasting precision. • Work closely with Sales, Finance, and Marketing to align on forecasting assumptions and support strategic planning. • Provide clear, actionable insights that empower leadership to make informed decisions.

• Work with internal and external customers to understand and analyze requirements • Develop business intelligence (BI) solutions using underlying technologies • Contribute to the design, development, testing, documentation, and maintenance of Epic reporting and analytic solutions • Assist with strategies and visualizations to deliver comprehensive solutions for the Organization