Enrollment & Forecasting Analyst or Senior

About the role

Cambia is seeking an Enrollment and Forecasting Analyst or Senior Hybrid role (3 days/week in office) at various locations across Oregon, Washington, Utah, Idaho, and North Dakota. Candidates must reside within commutable distance of the assigned location.

Responsibilities

• Builds and analyzes business intelligence information for corporate enrollment results and product performance.
• Provides service to internal and external partners, including departments like Customer Service, Provider Services, Finance, Regulatory Affairs, Underwriting, Strategic Communications, Product Development, Legal, Marketing, Executives, Brokers/Agents, State Regulators, BCBSA, DHS companies, and external customers.
• Develops on-going product enrollment and/or enrollment sensitivity modeling and gauges impact to Cambia products and/or lines of business on a monthly and quarterly basis.
• Prepares enrollment trends by segment and/or product for strategy development, using quantifiable data, which may include sales data retrievals from within the organization.
• Prepares ongoing analyses to support Cambia's quarterly forecast planning sessions for each affiliate plan to generate short-term enrollment projections in preparation for corporate quarterly financial and/or operational reviews.
• Analyzes Cambia's product enrollment life cycle for determining potential impacts from pricing, promotion, product and competitive environment changes might have on Cambia's performance.
• Prepares and presents analytic reports and business recommendations to internal customers.
• Collects and analyzes data to evaluate current forecast and/or products goals, researching and evaluating current economic conditions that may affect the organization's ability to acquire and retain members in the marketplace based on the product portfolio.
• Provides the opportunity to improve customer satisfaction and positively impact business results through continual process improvement to ensure streamlined, systematic approach to reporting and forecasting while utilizing standard tools; coordination and analysis of product enrollment life cycle and enrollment forecasting; interaction with Sales and Operations departments to maintain current and accurate forecasts; accountability for developing accurate short-term forecast, as well as timely delivery of forecast files to users; preparation of filings for the BCBSA, DOI, and other external customers as needed, including RFP requests.
• Mentor and support members of Product Development, as well as other departments, in utilizing and interpreting data to create valid, useful information using the most current tools and processes.
• Lead the Enrollment & Forecasting team in reporting process improvement specific to reporting automation.
• Lead enrollment data validation and investigation, and act as primary contact for enrollment specific data warehouse correction activities.
• Prepare in-depth product enrollment and/or enrollment analysis for management to make informed decisions.
• Participate and/or lead monthly forecast meetings with Sales leadership and Plan Presidents to ensure proper staffing levels for operational departments as well as supporting all financial modeling based on membership.
• Lead cross-functional meetings, including the development of materials, agenda and analysis for participants from Market Insights, Product Development, Marketing services, Underwriting and Finance.
• Able to communicate effectively and work directly with the senior management, including COO, CFO, CRO, Plan Presidents, etc.
• Represent department specific to enrollment reporting, enrollment forecasting and product performance.
• Maintain department specific database, including building and updating tables and security access.
• Represent Cambia internally and externally as a subject matter expert.

Qualifications

• Enrollment/Product Forecast Analyst: Bachelor's degree in mathematics, computer science, business administration or an equivalent related field and 3+ years job-related experience or equivalent combination of education and related work experience.
• Enrollment/Product Forecast Analyst Senior: Bachelor's degree in mathematics, computer science, business administration or an equivalent related field and 7+ years job-related experience or equivalent combination of education and related work experience. Master's degree preferred.

Skills and Attributes

• Keen analytical and problem-solving skills.
• Demonstrated ability to communicate effectively, verbally and in writing, with all levels of the organization.
• Intensely focused on serving our customers, which include, but are not limited to internal departments and external customers.
• Ability to think analytically, apply analytical techniques and to provide in-depth analysis and recommendations to management using critical thinking and sound judgment.
• Ability to participate in a team atmosphere to achieve department goals and objectives consistent with corporate vision and strategies.
• Motivated, self-starting nature; responds positively to moderate guidance yet is capable of and comfortable with independent critical thinking & problem solving.
• Ability to work independently, on simple projects and issues with minimal financial and/or risk impact to the corporation.

Additional Skills and Attributes for Senior Enrollment and Forecasting Analyst

• Able to communicate effectively and directly with the highest levels of management.
• Demonstrates knowledge and developing expertise of matters concerning corporate enrollment, forecasting, and/or product analytics.
• Actively participates in analysis and projects company wide.
• Analyzes internal performance data, market activity and corporate strategy to deliver short term and long-term forecasting at multiple levels, including companies, segments and products.
• Develops and maintains strong working relationships with regulators.
• Oversees process and ensures accurate delivery of all internal reporting and external filings.
• Utilizes business tools, including strong proficiency with Microsoft Office Suite (Excel, Word, Access, PowerPoint), as well as proficiency with data analytics tools, such as SQL, SAS, Tableau.
• Retrieves complex data sets from internal systems, such as Facets, to support ongoing enrollment analysis activities.
• Ability to work independently, on projects and issues with medium financial and/or risk impact to the corporation.

Pay

• Enrollment and Forecasting Analyst: Range $76,500.00 – $103,500.00, Full Salary Range $72,000.00 – $117,000.00, Bonus Target 10%.
• Senior Enrollment and Forecasting Analyst: Range $92,700.00 – $125,400.00, Full Salary Range $87,000.00 – $142,000.00, Bonus Target 15%.

Schedule

• Hybrid role (3 days/week in office).