• Design, develop, and maintain Power BI dashboards, reports, semantic models, and DAX measures supporting multiple business functions. • Build and support the SQL-based data warehouse layer, including views, stored procedures, and dimensional data models. • Develop and maintain reporting solutions aligned with the team’s layered data architecture (bronze, silver, and gold). • Partner directly with stakeholders across Customer Experience, Support, Revenue Operations, and Finance to gather requirements and understand business objectives. • Translate business needs into meaningful reporting solutions and data-driven recommendations. • Advise stakeholders on data definitions, reporting capabilities, limitations, and best practices. • Monitor and maintain data quality, ensuring reporting accuracy and consistency across business domains. • Manage scheduled dataset refreshes and proactively troubleshoot refresh failures and data discrepancies. • Investigate reporting issues, perform root-cause analysis, and implement sustainable solutions. • Automate recurring reporting processes, including business review reporting, forecast reporting, renewal tracking, and operational metrics. • Contribute to the development and adoption of automation and AI-enabled data operations workflows. • Collaborate with data engineers, analysts, and business partners to continuously improve reporting processes and documentation. • Track work, priorities, and deliverables through Jira while following established development processes. • Utilize Git and version control best practices to manage data warehouse and reporting assets. • Participate in code reviews, testing, documentation, and continuous improvement initiatives. • Support the modernization and documentation of legacy reporting processes and systems. • Gradually assume ownership of reporting domains and business areas as expertise grows.

• Partner with business stakeholders to understand business objectives, challenges, and opportunities • Gather, document, and clarify business requirements and translate them into analytical solutions • Lead initiatives in defining KPIs, metrics, and success measures for business initiatives • Support process improvement efforts by identifying operational inefficiencies and recommending solutions • Create business requirement documents, user stories, process flows, and presentations • Extract, clean, and analyze data from multiple sources to answer business questions • Develop and maintain dashboards, scorecards, and recurring reports using tools such as Power BI or Tableau • Monitor business and operational performance metrics and identify trends, anomalies, and opportunities • Conduct root-cause analysis to support decision-making and problem resolution • Present findings and recommendations in a clear, business-friendly manner • Work closely with business leaders, product owners, technology teams, and operations partners • Participate in project meetings, workshops, and requirement-gathering sessions • Support implementation and adoption of data-driven solutions • Validate data accuracy and investigate data quality issues

• Oversee development of automated batch loads of provider data. • Manage all reporting and data submissions related to provider records. • Develop and implement audit processes to ensure accuracy of automated batch loads and reporting. • Create, validate and produce reports for state or other reporting needs, including GeoAccess and provider network reports. • Develop reports to assure data integrity among multiple data sources and work with accountable departments to resolve issues. • Oversee audit of provider data records. • Manage provider data department staff responsible for development and implementation of automated batch data loads.

• Validate the accuracy and completeness of migrated trading, account, customer, and tax-lot data between internal systems and the outsourced vendor platform. • Perform detailed source-to-target reconciliations for key tax reporting fields, including but not limited to: Security identifier, Trade date, Settlement date, Acquisition date, Cost basis, Proceeds, Wash sale adjustments, Holding period, Lot selection, Corporate action impacts, Account registration/taxpayer information. • Compare high-volume transactional datasets and identify breaks, exceptions, missing records, duplicates, and transformation errors. • Support data readiness for IRS tax reporting, including Forms 1099-B and related cost basis reporting requirements. • Review migrated data to ensure consistency with applicable IRS cost basis regulations and internal reporting standards. • Assist in validating tax treatment of trades, transfers, corporate actions, and other securities events that impact reportable basis and gain/loss information.