• Generate strategic insights that support campaign decisions, customer segmentation, and prioritization of commercial opportunities; • Conduct sales funnel analyses, identifying bottlenecks and opportunities for improvement; • Assist in managing and distributing the team's workload, working closely with leadership; • Develop in-depth analytical studies, formulating hypotheses and investigating variables that impact revenue; • Collaborate with the engineering team in the data processing pipeline, understanding the logic of data structures and helping to critique and guide best practices; • Evaluate campaign performance (ROI, CAC, LTV, conversion) and recommend optimizations; • Design and maintain dashboards that support daily operations across teams; • Work in partnership with marketing, sales, product, CX and engineering teams, monitoring processes in detail to ensure data consistency and quality; • Deliver clear presentations of results and recommendations to stakeholders and leadership;

Manage month-end reporting and financial control, support budgeting cycles, and lead process improvements while collaborating with cross-functional teams to enhance financial insights and drive data-driven decision-making.

• Design and lead end-to-end analytics projects addressing strategic business questions across P&C underwriting, claims, distribution, and client experience. • Develop advanced statistical models, segmentation analyses, and predictive frameworks to surface trends from large, complex datasets. • Build and own executive-level dashboards and self-service reporting tools using BI platforms (e.g., Tableau, Power BI, Looker). • Partner with business leaders in Sales, P&C Underwriting, Operations, and Finance to translate needs into analytical project plans. • Provide guidance, code review, and technical mentorship to junior and mid-level analysts on the team.

• Collaborating with the Director of Business Operations and Department of Neurology leadership to provide analysis and reporting on monthly, quarterly, and ad hoc basis to meet the needs of the department. • Completing monthly reports for Business Office, physicians, and managers. • Establishing user reports for data frequently requested. • Assisting department in meeting information needs through standards reports and queries. • Providing data and participating in the annual budget process and strategic planning process. • Analyzing volume trends and preparing forecasts for department leadership, JOSP, and affiliated hospitals for future planning purposes. • Providing timely and accurate ad hoc reports for Chairman, Business Office, physicians, and managers. • Working closely with Assistant Business Manager and Research Administrator to meet current reporting needs and develop reports based on the needs of the department. • Serving as department’s Reporting super user for EPIC.