This position is contingent on government funding.
Provides senior-level data, reporting, research, business intelligence, and operational support for the Personal Financial Counselor (PFC) program's mandated financial disclosure and conflict of interest (COI) program. Analyzes compliance data, monitors program activity, develops reporting and research outputs, and provides actionable insights that support program oversight, effectiveness, implementation, and decision-making. Supports reporting, analytics, and program measurement activities related to counselor readiness, certification progress, onboarding, and Grow Your Own (GYO) candidate development initiatives. Partners with Regional Supervisors, Compliance Coordinators, Operations, Quality, Training, and Program Leadership to promote accurate, timely, and consistent execution of disclosure and compliance processes across the PFC program.
- Manages Compliance Data and Reporting: Maintains and oversees Personal Financial Counselor Financial Disclosure Report (PFDR) distribution, submission, compliance, recusal, mitigation, and annual certification tracking systems. Monitors data quality, submission timeliness, completion status, and compliance trends. Develops weekly, monthly, annual, and ad hoc reports for program leadership and government stakeholders. (25%)
- Conducts Research and Program Analysis: Performs qualitative and quantitative research related to compliance operations, counselor readiness, program performance, workforce trends, and implementation effectiveness. Analyzes data from multiple sources to identify trends, risks, improvement opportunities, and emerging issues requiring leadership attention. (25%)
- Develops Analytics and Business Intelligence Solutions: Creates dashboards, scorecards, visualizations, analytical models, and reporting tools that support program decision-making. Utilizes Microsoft Excel, Power BI, SharePoint, databases, and other reporting platforms to evaluate compliance activities, operational performance, workforce metrics, and program outcomes. (20%)
- Provides Compliance Operations Support: Partners with Compliance, Operations, Quality, Training, Regional Supervisors, and Program Leadership to support disclosure management, certification monitoring, mitigation tracking, audit preparation, and program implementation activities. Provides analytical support while maintaining separation from compliance adjudication authority. (15%)
- Process Improvement and Strategic Support: Develops and maintains centralized reporting, analytics, dashboards, and tracking solutions supporting mandated COI and financial disclosure requirements, counselor readiness, certification progress, onboarding, refresher training, annual recertification, and GYO candidate development initiatives. Analyzes performance indicators, compliance gaps, pipeline milestones, bottlenecks, attrition trends, and readiness metrics to provide actionable reporting and decision support for Operations, Training, Compliance, Regional Supervisors, and Program Leadership. Supports continuous improvement efforts through the development of reporting tools, training resources, and data-driven process enhancements that promote program effectiveness and operational efficiency. (15%)
The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.
Other Job Requirements
Responsibilities
Bachelor's degree required. A combination of education and relevant work experience may be considered in lieu of a Bachelor's degree.
5+ years of related analytical experience required.
Advanced experience conducting quantitative and qualitative research, trend analysis, and program evaluation.
Demonstrated ability to develop executive-level reports, dashboards, scorecards, briefings, and data visualizations that support operational and strategic decision-making.
Experience analyzing large datasets, identifying trends and performance indicators, and translating findings into clear, actionable recommendations.
Advanced proficiency in Microsoft Excel and experience with Power BI, Tableau, SQL, Microsoft Access, SharePoint, or comparable business intelligence and reporting platforms.
Experience developing, validating, and maintaining reporting solutions, performance metrics, dashboards, and analytical outputs within a regulated, contractual, compliance, or government program environment.
Ability to organize and analyze information from multiple sources, identify data inconsistencies, and support accurate, audit-ready reporting and recordkeeping practices.
Excellent written and verbal communication skills, with the ability to present findings, develop reporting materials, and coordinate professionally with cross-functional stakeholders and senior leadership.
Ability to manage multiple priorities, meet deadlines, protect sensitive information, and comply with applicable legal, regulatory, contractual, security, privacy, and internal policy requirements.
General Job Information
Title
Senior Data and Research Analyst, PFC
Grade
27
Work Experience - Required
Analytics/Informatics
Work Experience - Preferred
Military
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's - Business Administration
Education - Preferred
Master's - Business Administration
License and Certifications - Required
Public Trust Security Clearance - Other
License and Certifications - Preferred
Salary Range
Salary Minimum:
$77,785
Salary Maximum:
$124,455
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
