• Build and establish the company’s business intelligence and reporting infrastructure. • Develop and maintain recurring weekly, monthly, quarterly, and annual reporting packages for internal leadership and external clients. • Consolidate and analyze data from multiple systems, spreadsheets, databases, and operational platforms. • Translate complex datasets into clear narratives that drive action and business outcomes. • Identify trends, patterns, gaps, forecasting opportunities, and performance drivers across the organization. • Design and maintain executive dashboards and visual reporting using Power BI. • Create compelling visual presentations and data storytelling tools for client-facing and leadership meetings. • Develop KPI scorecards and performance measurement frameworks. • Standardize reporting methodologies and visualization best practices. • Partner with Operations to monitor delivery performance and operational efficiency. • Support Finance with financial reporting, forecasting, productivity analytics, and business performance metrics. • Collaborate with Marketing to analyze campaign performance, pipeline trends, and growth opportunities. • Support Talent Acquisition with recruiting analytics, workforce planning, sourcing effectiveness, and staffing metrics. • Serve as a trusted advisor to leadership by presenting recommendations supported by data. • Establish reporting standards, documentation, and data integrity processes. • Improve data quality and automate manual reporting processes where possible. • Recommend tools, workflows, and technologies to mature the analytics function. • Build scalable reporting solutions to support company growth.

• Analyze and visualize trends across the end-to-end collections process to identify performance gaps, emerging risks, and opportunities • Evaluate third-party agency performance and uncover optimization opportunities in assignment strategies • Support the design and refinement of employee incentive programs to drive desired performance outcomes • Develop dashboards and reporting (e.g., Power BI) to provide actionable insights to stakeholders • Partner with operations, strategy, and risk teams to translate analytical findings into business actions • Continuously identify opportunities to improve collections efficiency, effectiveness, and overall portfolio performance • Documents data flow, systems and processes to improve the design, implementation and management of business/group processes. • Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences. • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role.

• Manage Trillium Health Resources Medical Economics MLR and IBNR reporting and ensure compliance with related regulations, standards, and policies. • Work with the Director of Medical Economics to model the financial impacts of policy changes and clinical decisions. • Develop and promote best practices and drive innovation through various types of data. • Oversee the development of Medical Economics reporting and participate in various organization-wide process improvement initiatives. • Provide direct supervision to analytics staff, including conducting performance evaluations, coordinating training, and implementing hiring, discipline and termination procedures.

• Use data to prove the ROI of our cybersecurity training platform • Navigate complex datasets using SQL to uncover training impacts • Present insights to executive level stakeholders • Partner with Federal agency stakeholders to translate needs into data-driven success plans • Use SQL and Python to extract and shape large datasets • Build interactive Looker/Tableau dashboards and presentations • Run deep-dive analysis on user behavior and simulation logs • Maintain rigorous data hygiene by auditing the flow of training telemetry • Participate in Executive Business Reviews (EBRs) and discuss client’s progress