• Maintain and run Microsoft SQL queries and build Microsoft Excel reports for Quality Improvement Specialists for their PCMH projects.• Understand guidelines and standards set by NCQA in order to determine requirements for reports. • Ad Hoc reporting for EPIC specialists for individual Primary Care and Internal Medicine Practices• Work with Pharmacy Director and IT Director to build process to load adherence and discharge information into Microsoft Sharepoint internal portal• Submit data for entire ACO for governing bodies such as OHIC and CTC, as well as payor required submissions.• Chart review and data extraction from multiple different Electronic Health Record software programs including EPIC, Practice Fusion, Amazing Charts, and Greenway.

• Provide reporting and analytical support for Medical Management and Care Management areas. • Use rule based management system Acustrat to update, maintain, and appropriately adjust medical records within the corresponding medical record database software. • Work closely with all internal health and wellness programs including disease management, bright start, and Communities of Care in order to help facilitate outreach, quality of care. • Maintain and update field property logic behind medical record software Acuity in order to allow front end users to properly utilize software in order to complete assessment of members. • Utilize Microsoft SQL to extract important and relevant member eligibility information as well as reporting data. • Build and update reports created using IBM Cognos Report Studio and create and log all accompanying documentation for new and existing reports. • Responsible for managing and creating all correspondence going to plan members using all aspects of Crystal Reports.

• Provide analytical and reporting support for the Americas Field Marketing organization. • Prepare, build and refine marketing reports for use in business planning and analysis. • Work closely with cross-functional reporting team to ensure reports are accurate and information is relevant and aligned to the organization's business objectives, including oversight of data quality and inspection. • Prepare, inspect and refine standardized marketing reports. Analyze complex data sets to identify trends and identify process improvements. • Assist in defining key performance measures as they relate to NEXT marketing objectives. • Clearly articulate key findings and potential impact to the business.• Lead monthly presentations to senior management containing updates on specific marketing program using external telemarketing vendor Harte Hanks, including updates on sales lead counts, segmentation, and detail by IT initiative.• Documenting internal processes for Americas Field Marketing internal Marketing Analysts. • Maintain and update details for marketing activities, and adjust, design, and pull reports from interactive web based marketing system, Aprimo.• Worked with Integration team to do UAT on new FTP process for Harte Hanks telemarketing leads files.

• Developed metrics to monitor and report data that is used for business planning. • Supporting operations by executing Access/SQL database programs and related reporting processes to create Excel dashboards for production managers and the customer. • Performed analysis of data and information, summarized results, and presented findings to all levels of management to improve operational performance and assist them in business decisions. • Updated, formatted, and delivered monthly and weekly PP slide decks to the customer to facilitate inventory management.• Compiled and maintained monthly SLO dashboard used to notify operational managers and the customer of potential financial penalties.Selected achievements:• Upgraded and debugged daily reporting database tool for VBA code changes and spearheaded implementation to reporting team to increase efficiency and uptime; one of the only team members able to debug VBA after coders were terminated.• Selected by manager to perform User Acceptance Testing (UAT) on new Business Objects reporting environment and provided service to the customer on usability of new report environment.• Presented and trained internal operational managers on newly available web based tool, including the usage, functionality, and inventory reporting capabilities. • Selected as a member of the Morale Team implemented and shared ideas on activities, programs, and events to boost overall company morale and culture.

• Researched documentation and identified issues that required a call out, and followed up with clients and financial advisors as needed. • Involved checking with Putnam and IRS policies and performing data entry in order to produce solutions for each incoming or outgoing call. • Fielded incoming phone calls from shareholders and financial advisors. • Assisted clients with a wide range of account requests and information such as withdrawals, transfers, trust and affidavit documentation, and daily pricing.