Sr. Analyst - Care Delivery Forecasting & Strategy

The Senior Analyst in Care Delivery Forecasting & Strategy at Included Health is responsible for creating and delivering demand and headcount forecasts across various marketing channels and service lines. This role involves supporting product and engineering teams by managing data pipelines and reporting on performance metrics, as well as collaborating with Care & Clinical leaders to tailor solutions to member needs. Additionally, the analyst works closely with the marketing team to model the impacts of campaigns, ensuring a data-driven approach to healthcare service delivery.

To qualify for the Senior Analyst in Care Delivery Forecasting & Strategy at Included Health, candidates must possess a Bachelor’s or Master’s degree in Business, Statistics, Operations, or a related quantitative field, or have 5+ years of relevant analytics experience. Experience within financial, growth marketing, and operational teams in fast-paced environments is essential. Familiarity with financial models, marketing attribution, and data analysis tools like Excel, Looker, and Anaplan is also highly valued.

At Included Health, professional growth is a key focus. The Senior Analyst in Care Delivery Forecasting & Strategy will have opportunities to collaborate with a broad range of stakeholders, enhancing cross-functional skills. The company values continuous learning and offers access to ample resources to further develop analytical, strategic, and communication skills, all critical for making impactful contributions in both immediate projects and the overall company mission.

Included Health fosters a remote-first, inclusive work culture where collaboration and innovation thrive. As a Senior Analyst in Care Delivery Forecasting & Strategy, you will find a supportive environment that encourages team members to contribute ideas and work relationally across departments. The company prioritizes employee well-being, offering flexibility, generous paid time off, and opportunities for meaningful engagement through volunteer initiatives.

Included Health offers a competitive compensation package for the Senior Analyst in Care Delivery Forecasting & Strategy. The starting base salary is determined based on various factors, including geographical zone, qualifications, and years of relevant experience. In addition to a base salary, employees may receive equity, benefits like comprehensive health coverage, a 401(k) savings plan, generous paid time off, and special leave benefits to support personal and family needs.

When creating forecasts in a dynamic environment, I emphasize data accuracy and adaptability. I begin by gathering historical data and identifying key variables that influence demand. Leveraging statistical modeling techniques, I continuously refine the forecasts by integrating real-time data feedback and collaborating with cross-functional teams to incorporate insights from marketing efforts into the models. This ensures that forecasts remain relevant and aligned with overall business objectives.

I have extensive experience with various data forecasting tools, including Excel for building models and conducting analyses. Additionally, I regularly use Looker for data visualization and reporting, and Anaplan for planning and financial modeling. These tools help me manipulate datasets, derive insights, and communicate findings effectively to stakeholders across different departments.

Certainly! In my previous role, I once encountered a significant variance between forecasted and actual demand due to an unexpected market shift. I quickly organized a meeting with key stakeholders, analyzed the underlying data to determine the variance drivers, and proposed actionable adjustments to our marketing strategy. This collaborative effort not only corrected our course but also improved stakeholder confidence in our forecasting methods.

When faced with tight deadlines, I prioritize tasks by assessing their urgency and impact on our goals. I break down complex projects into manageable components, focusing first on high-impact tasks that align with our immediate objectives. Effective communication is key, so I often provide stakeholders with updates to ensure alignment and seek assistance when necessary. This structured approach helps me meet tight deadlines without compromising quality.

I believe in clear and effective communication when sharing insights from my forecasting. I use visual aids like charts and graphs to present data in a digestible format, ensuring stakeholders quickly grasp key findings. I encourage open discussions during presentations to address questions and gather additional perspectives, fostering a collaborative environment in which insights can be transformed into actionable strategies.

I prioritize communication and relationship building when collaborating with different teams. Regular cross-departmental meetings allow for sharing insights and aligning objectives. I also advocate for open channels of communication via collaborative tools, which help keep everyone informed and engaged. By establishing strong relationships and understanding each team’s unique challenges and perspectives, I can effectively collaborate to develop comprehensive forecasts.

One of the most challenging aspects of forecasting in healthcare is the inherent unpredictability of external factors, such as policy changes and public health trends. To address this challenge, I focus on building flexible forecasting models that can adapt to sudden shifts in these factors while effectively interpreting and integrating new data as it comes in. Staying informed about industry trends and emerging technologies also helps enhance the accuracy of forecasts.

I balance detailed analysis and executive summaries by tailoring the depth of information to my audience. For technical stakeholders, I provide thorough analyses with detailed data points, while for executives, I focus on high-level summaries that highlight key insights and actionable recommendations. This approach ensures that both audiences are well-informed, and it fosters effective decision-making by presenting information in the most useful format.

In my previous role, I analyzed customer feedback and service utilization data to identify growth opportunities within our offerings. By presenting this data-driven insight to leadership, I successfully advocated for the expansion of specific services that aligned with community needs. This data-informed decision led to increased member satisfaction and higher engagement levels, ultimately supporting our overall strategic goals.

I admire Included Health's mission to raise healthcare standards for everyone, and I believe my skills as a Senior Analyst align perfectly with this goal. Working in a company that prioritizes data-driven solutions to tackle complex challenges in healthcare excites me. I am eager to contribute my expertise in forecasting and strategy, while also connecting with like-minded professionals who are passionate about making a positive impact on the healthcare landscape.