Reporting Analyst, PFM Exceptions Management

Primary Accountabilities

• Analytical Research and resolve open claims by comparing unapplied cash.
  • Perform open claims-to-cash comparisons for trending and routine clean-up recommendations.
  • Contact industry players via phone and e-mail to facilitate action, developing follow-up strategy and documenting activity/results for clients.
  • Utilize Pharmacy Financial Management (PFM) to aid in analysis, tracking results and pending efforts.
  • Develop additional tracking methods to report analysis results in multiple formats and business case scenarios.
• Operational
  • Facilitate conference calls and/or face-to-face meetings with clients.
  • Create detailed spreadsheets or charts to present trending results.
  • Make recommendations to clients for business rules based on professional judgment and accounting practices.
  • Identify opportunities for improvement to client pharmacy operations to minimize unresolved or overstated balances.
  • Develop analysis methods to quickly identify collection opportunities and maximize results.
  • Develop best practices/standard reporting for client and internal communication.
• Administrative
  • Identify system enhancements and work with IT/Product to define, implement and test enhancements.
  • Meet client service level agreements related to collection practices and write-off percentages.
  • Review details of exceptions management process/methodology.
  • Manage day-to-day client relationships.
  • Present cost/time savings estimates and final results.
  • Aid account team with business review presentations.
  • Maintain HIPAA (Health Insurance Portability and Accountability Act) compliance in all client communication.
  • Inform team members and management on client cases, successes, and current inquiries.
  • Cross train other associates to be backup when out of the office.
• Influence
  • Review exceptions management service by discussing Inmar and client’s responsibilities.
  • Recommend guidelines and best practices for business rules.
  • Perform special projects and other duties as assigned by management.

Required Qualifications

• At least four years of relevant experience involving customer service, computer usage, data entry and data analysis and a Bachelors’ degree in Business Administration, Accounting, or a related field: OR an equivalent combination of training and experience required to complete the essential functions/job responsibilities of the position.
• Knowledge of generally accepted accounting principles.
• Knowledge of accounting procedures on automated systems.
• Intermediate-level proficiency using MS Excel and MS Word.
• Knowledge of computer systems and report generation (AS/400 knowledge preferred).
• Knowledge of servicing business accounts.

Individual Competencies

• Adaptable: Responds to change with a willingness to learn new ways to accomplish work.
• Teamwork: Builds relationships and works cooperatively with others, inside and outside the organization, to accomplish objectives to build and maintain mutually beneficial partnerships, leverage information and achieve results.
• Analytical and Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach.
• Communication: Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent.
• Curious: A desire to inquire and learn, to seek new knowledge and wisdom, and to listen to the contributions of others with a genuine interest to better self, the team, and the organization.
• Problem Solving: Gathers and analyzes information to generate and evaluate solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information.
• Collaboration: Works collaboratively with others to achieve group goals and objectives.

Physical Demands

• Regularly required to use hands to finger, handle or feel objects, tools or controls, and reach with hands or arms.
• Regularly required to talk or hear and read instructions on a computer monitor and/or printed on paper.
• Occasionally required to stand, kneel or stoop, and lift and/or move up to ## pounds.
• Regularly required to view items at an extremely close range and must be able to adjust and readjust focus.

Safety

• Safety Support a safe work environment by following safety rules and regulations and reporting all safety hazards.

Benefits

• Medical, Dental, and Vision insurance.
• Basic and Supplemental Life Insurance options.
• 401(k) retirement plans with company match.
• Health Spending Accounts (HSA/FSA).
• Flexible time off and 11 paid holidays.
• Family-building benefits, including Maternity, Adoption, and Parental Leave.
• Tuition Reimbursement and certification support.
• Concierge and work/life support resources.
• Wellness and Mental Health counseling services.
• Adoption Assistance Reimbursement.
• Perks and discount programs.

Recruitment Fraud Notice

• We will never ask for payment or sensitive personal information during the hiring process. Verify any role on our official Workday Careers site and learn how to spot scams in our full notice.

Equal Opportunity Employer

• We are an Equal Opportunity Employer, including disability/vets.