
Reporting Analyst
- New Orleans, LA
- Permanent
- Full-time
- Extract data from data warehouses and other systems such as Salesforce Health Cloud (SFHC) and Athena.
- Design, develop, and maintain recurring reports to support standing meetings such as Key Operational Metrics, Client-Centric Reviews, etc.
- Create and maintain ad hoc reports on productivity, operational metrics, and report merging across sources.
- Manage operational role incentive data reporting, including preparation, validation, approval coordination, and submission to operations for payment.
- Pull, analyze, and share client quality data found within portals until fully integrated into the Unified Data Model (UDM).
- Collaborate with operational leaders to provide data reports from various sources (e.g., ADP) related to role turnover, requisition aging, etc.
- Analyze data trends and deliver actionable insights to stakeholders.
- Collaborate with teams across the organization to understand reporting needs and optimize the presentation of data.
- Ensure consistency and accuracy across all reporting deliverables.
- Strong Microsoft Excel skills (including pivot tables, VLOOKUPs/XLOOKUPs, conditional formatting, charts).
- Proficiency in SQL and Python for data extraction, transformation, and analytical automation.
- Experience with reporting and data visualization tools such as Power BI, Looker, Tableau, or SQL.
- Exceptional attention to detail with a strong commitment to data accuracy.
- Familiarity with healthcare terminology and clinical workflows preferred.
- Strong organizational skills with the ability to manage multiple deadlines.
- Clear and effective written and verbal communication.
- Curious and analytical thinker who enjoys problem-solving through data.
- Proactive communicator who asks questions to clarify needs and expectations.
- Collaborative and eager to support multiple teams across the organization.
- Resourceful, self-directed, and able to work independently.
- Committed to Upward Health’s mission of whole-person, patient-centered care.
- Data Literacy: Ability to understand and interpret data sets and draw conclusions.
- Problem Solver: Ability to identify trends and opportunities through data and present findings to operational stakeholders.
- Technical Agility: Comfortable learning new platforms and navigating multiple systems.
- Cross-functional Collaboration: Able to work with clinical, operations, and tech teams.
- Process Improvement Mindset: Looks for ways to streamline reporting and increase efficiency.
- Results Orientation: Delivers high-quality outputs that directly support key organizational goals.