The posting
Position Summary
The Business Reporting Analyst I supports the collection, extraction, transformation, validation, and reporting of banking, accounts receivable, collections, and cash application data. This role is responsible for maintaining recurring operational reports, supporting key performance metrics and dashboards, and ensuring data is accurate, timely, and available to business stakeholders.
The Analyst I works with banking data, claims and non-claims receipts, accounts receivable information, collections activity, and other operational datasets to produce standardized reporting and analysis. The role also supports the refresh and maintenance of custom and recurring reports, including the AIR portfolio, banking month-to-date reporting, cash receipts reporting, consolidated AR portfolio reporting, and employee and team performance reporting.
This position is an entry-level analytics role within the Business Reporting team and is expected to develop strong knowledge of Revenue Operations processes, data sources, reporting tools, and business requirements.
Key Responsibilities
Data Extraction & Preparation
- Extract banking, cash application, collections, and AR data from multiple systems and data sources.
- Support ETL activities including data extraction, transformation, validation, and loading.
- Prepare banking data for claims and non-claims processing and reporting.
- Perform data validation and reconciliation to identify missing, inaccurate, or inconsistent information.
- Maintain standardized reporting datasets and files.
- Prepare and refresh recurring banking, cash application, collections, and AR reports.
- Maintain daily, weekly, and monthly operational reporting.
- Support consolidated AR portfolio reporting.
- Assist with employee and team scorecards.
- Track operational metrics and KPIs and identify basic trends or variances.
- Produce ad hoc reports and analysis based on established requirements.
- Perform routine quality checks before reports are distributed.
- Research data discrepancies and escalate issues when appropriate.
- Maintain documentation for recurring reports, data sources, and reporting processes.
- Follow established controls and procedures related to financial and operational reporting.
- Partner with Cash Applications, Collections, Billing, Revenue, Finance, and other stakeholders to fulfill reporting requirements.
- Gather and document basic reporting requirements.
- Support process improvement and automation initiatives.
- Develop an understanding of how banking, cash application, collections, and AR processes impact reporting outputs.
- Bachelor's degree in Business, Finance, Accounting, Analytics, Information Systems, or related field, or equivalent experience.
- 1-3 years of experience in reporting, business analysis, finance operations, data analysis, or related field.
- Experience working with Excel and large datasets.
- Strong attention to detail and data accuracy.
- Ability to analyze and reconcile data from multiple sources.
- Strong organizational and time-management skills.
- Ability to work independently on defined assignments while escalating issues appropriately.
- Experience with ERP, banking, accounts receivable, collections, or cash application data.
- Experience with Oracle, NetSuite, Workday, Microsoft Dynamics, or similar enterprise systems.
- Experience with Power BI, Tableau, SQL, Alteryx, or other reporting/analytics tools.
- Healthcare or financial services experience.
- Accurate and timely completion of recurring reports.
- Data quality and reconciliation accuracy.
- Consistent adherence to reporting procedures and controls.
- Responsiveness to business reporting requests.
- Ability to progressively take ownership of recurring reporting processes.



