Job Summary:
The Business Insights & Planning Analyst III is responsible for the mergers & acquisition workstream, business planning, and work product development for the Business Development team.
Ideal skills we are looking for:
- Needs graphic development/presentation skills
- PowerPoint Super User
- SharePoint Design, Development & Workflows
- SharePoint Super User
- Analyze data trends to identify opportunities for continuous improvement
- Define and track transformation metrics (maturity, flow, predictability, business outcomes)
Essential Functions:
- Coordinate the execution of diligence planning items and activities among various teams
- Manage the due diligence workstream: data request lists, data room management, and data exchange
- Support internal transaction review and analysis
- Support acquisition planning activities and deliverables
- Coordinate meeting facilitation among the deal, functional, legal, outside advisory teams, and internal senior leadership
- Document and communicate the status, risks, issues, and interdependencies and among various teams
- Develop meeting, presentation, and executive reporting materials
- Create and manage marketing materials for Business Development
- Assist with the continuous improvement of project management and service delivery best practices and tools
- Collaborate with other functional areas and subject matter experts to collect information
- Coordinate integration handoffs with Enterprise Project Management Office
- Support various growth activities including business planning, business development work product development, and presentation development for executive leadership and board level communications
- Perform any other job duties as requested
Education and Experience:
- Bachelor’s degree in related field or equivalent years of relevant work experience is required
- Minimum of five (5) years of experience in health care insurance operations, including deep expertise in mergers & acquisitions is required
- Experience with systemic innovation and improvement and large projects is required
Competencies, Knowledge and Skills:
- Solid planning, strategy and influencing skillset
- Strong organization skills
- Flexibility in leading innovation and organizational change
- Strong collaboration and relationship building skills
- Excellent critical listening and systematic thinking skills
- Effective decision making/problem solving skills
- Proven ability to effectively interact at all organizational levels
- Excellent written and verbal communication skills
- Demonstrated excellence in analysis and collaboration skills
- Hands on proficiency in Microsoft Office