• Collects, analyzes and reports on various market data to connect financial outcomes with operational effectiveness • Works closely with internal stakeholders including Finance, Actuarial, Clinical, Medicare Risk Adjustment, Provider Contracting, and Provider Engagement • Leverages data analytics, business insights, cross-functional collaboration, in-depth business knowledge to drive optimization of financial and operational performance for the region • Leads membership, financial, cost & utilization reporting at all levels • Supports Humana’s Medicare Advantage product strategy, budgets, and administrative staffing and expenses • Advises regional leadership of functional strategies on matters of significance while exercising independent judgment and decision-making on complex issues

• Own and evolve company-wide financial planning, budgeting, and forecasting processes • Build, maintain, and continuously improve financial models to support growth and strategic planning • Deliver monthly reporting packages and dashboards with clear, actionable insights • Lead scenario planning and develop materials for executive and board-level discussions • Act as a strategic partner to leadership, translating financial data into business decisions • Partner cross-functionally to align financial plans with company objectives • Support close processes in collaboration with Accounting • Contribute to investor reporting, fundraising support, and long-range planning

• Gather, consolidate, and analyze operating and financial data, including monthly trends and drivers, with minimal templates and guidance provided. • Assist with the commission process: onboard new hires, process terminations, QA Spiff calculations, distribute statements, track approvals, prepare payroll accruals, and submit data for payroll. • Contribute to the monthly, quarterly, and annual financial reporting package for senior management and the Board of Directors. • Perform variance analysis between budget, forecast, and actuals to ensure continued refinement of financial processes. • Partner with functional area leaders on hiring and expense planning, forecasting, and ad-hoc analytics requests. • Identify policies, processes, and tools in need of improvement and research/recommend solutions to increase efficiency. • Leverage technical strength in querying and presentation tools such as Tableau, Excel, and PowerPoint to present findings to management.

• Assist customers with questions about their 401k account balance • Help customers make withdrawals, loans, account maintenance • Provide education or resources related to financial services industry