What are the responsibilities and job description for the Report Writer position at Consociate Health?

Job Description

Consociate Health, a leading Third-Party Administrator, offers an opportunity to grow and develop your career in an environment that provides a fulfilling workplace for employees, and creates continuous learning and embraces the ideas and diversity of others.

As part of our Mission to make Healthcare more accessible and affordable for our clients through innovation solutions and expert consultation, we value the inherent qualities that are foremost in our Mission, Vision, Values- Compassion, Humility and Impact, which allow us all to create authentic relationships with our team and our clients.

Position Summary :

We are seeking a detail-oriented Report Writer with advanced expertise in Microsoft Excel, Microsoft Access and PowerPoint. The ideal candidate will have strong technical skills in data analysis, reporting, and presentation creation, and will be responsible for compiling, analyzing, data in clear, actionable reports to inform decision-making across various departments.

Principal Duties & Responsibilities :

Data Collection :
Gather and analyze data from multiple sources, including internal databases, Microsoft Access, and Excel spreadsheets.
Develop complex Excel formulas, pivot tables, and macros to process large datasets.
Create reports and dashboards for real-time insights and data visualization.
Build and maintain databases in Microsoft Access for report generation and data management.
Report Creation & Presentation :
Compile and structure detailed reports that summarize findings, trends, and insights.
Create and automate recurring and ad-hoc reports based on specific business needs and requests.
Present findings and trends through professional, high-quality PowerPoint presentations to management and other stakeholders.
Ensure reports and presentations are visually compelling and easy to understand for non-technical audiences.
Process Improvement :
Identify and implement process improvements for reporting, ensuring accuracy, timeliness, and efficiency.
Automate routine tasks and reporting functions using advanced Excel techniques (VBA, Macros).
Work collaboratively with different departments to refine and enhance reporting processes to align with business objectives.

General Expectations :

Ability to prioritize and organize work assignments

Able to prepare project plans, procedures, diagrams, and other technical documentation

Effective Time Management

Open to continuous learning

Be a solid problem solver

Must be a self-starter and be able to work well independently or in a team

Service Expectations :

Advanced Microsoft Excel Skills :

Expertise in complex formulas (e.g., VLOOKUP, INDEX / MATCH, nested IF statements), pivot tables, macros, and data visualization techniques.

Microsoft Access :

Strong working knowledge of database management, query design, and data manipulation within Microsoft Access.

PowerPoint :

Ability to create professional presentations that effectively communicate data insights, trends, and business recommendations.

Additional Skills :

Excellent attention to detail.

Strong problem-solving skills and the ability to work independently and within a team.

Ability to manage multiple projects simultaneously and meet deadlines.

Excellent written and verbal communication skills.

Critical thinking and problem-solving ability

Team oriented, collaborative, accountable and dependable.

Strong verbal and written communication skills.

Demonstrated success in establishing, managing, and maintaining effective working relationships with all levels of employees.

Project a positive, professional image when working.

Physical and Mental Abilities :

Ability to perform sedentary work for extended periods of time.

Ability to utilize personal computer (manual dexterity is required to operate a keyboard), telephone system, and communicate with a variety of customers.

Ability to concentrate, meet deadlines, work on several projects during the same period and adapt to interruptions.

Working Conditions :

Work is performed in a normal office environment.

Overtime as needed may be requested.

Benefits : Benefits :

Paid time off

Paid Holidays

Medical, Dental and Vision Insurance

Basic Group Life, Short Term and Long Term Disability

Voluntary Life, Critical Illness and Accident Coverage

401K Plan : Employees are immediately eligible with a 2% automatic enrollment. Consociate matches up to 4% of an employees' annual salary.

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