Company Overview:

Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our team from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven by a desire to improve the lives of our patients. We are able to treat a wide range of needs everything from addressing poorly controlled blood sugar to combatting anxiety to accessing medically tailored meals because we know that health requires care for the whole person. Its no wonder 98% of patients report being fully satisfied with Upward Health!

Job Title & Role Description

The Reporting Analyst is part of the Clinical Operations team and will report directly to the VP, Process Excellence. This role supports key analytics initiatives that drive decision-making, operational efficiency, and quality improvement across Upward Health. This role is responsible for designing, developing, and maintaining regular and ad hoc reports and dashboards, ensuring data integrity, and collaborating with cross-functional teams to deliver actionable insights that support our clinical and operational strategies.

Key responsibilities include:

Extract data from data warehouses and other systems such as Salesforce Health Cloud (SFHC) and Athena.
Design, develop, and maintain recurring reports to support standing meetings such as Key Operational Metrics, Client-Centric Reviews, etc.
Create and maintain ad hoc reports on productivity, operational metrics, and report merging across sources.
Manage operational role incentive data reporting, including preparation, validation, approval coordination, and submission to operations for payment.
Pull, analyze, and share client quality data found within portals until fully integrated into the Unified Data Model (UDM).
Collaborate with operational leaders to provide data reports from various sources (e.g., ADP) related to role turnover, requisition aging, etc.
Analyze data trends and deliver actionable insights to stakeholders.
Collaborate with teams across the organization to understand reporting needs and optimize the presentation of data.
Ensure consistency and accuracy across all reporting deliverables.

Skills Required

Strong Microsoft Excel skills (including pivot tables, VLOOKUPs/XLOOKUPs, conditional formatting, charts).
Proficiency in SQL and Python for data extraction, transformation, and analytical automation.
Experience with reporting and data visualization tools such as Power BI, Looker, Tableau, or SQL.
Exceptional attention to detail with a strong commitment to data accuracy.
Familiarity with healthcare terminology and clinical workflows preferred.
Strong organizational skills with the ability to manage multiple deadlines.
Clear and effective written and verbal communication.

Key Behaviors

Curious and analytical thinker who enjoys problem-solving through data.
Proactive communicator who asks questions to clarify needs and expectations.
Collaborative and eager to support multiple teams across the organization.
Resourceful, self-directed, and able to work independently.
Committed to Upward Healths mission of whole-person, patient-centered care.

Competencies

Data Literacy: Ability to understand and interpret data sets and draw conclusions.
Problem Solver: Ability to identify trends and opportunities through data and present findings to operational stakeholders.
Technical Agility: Comfortable learning new platforms and navigating multiple systems.
Cross-functional Collaboration: Able to work with clinical, operations, and tech teams.
Process Improvement Mindset: Looks for ways to streamline reporting and increase efficiency.
Results Orientation: Delivers high-quality outputs that directly support key organizational goals.

Upward Health is proud to be an equal opportunity employer. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. This job description is a general outline of duties performed and is not to be misconstrued as encompassing all duties performed within the position.

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Upward Health

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