Workflow & Reporting Senior Associate

About Us
At Alteva RCM, we're dedicated to helping healthcare providers thrive through expert revenue cycle management, strategic insight, and innovative solutions. We're always looking for passionate, driven professionals who want to make a meaningful impact, grow their careers, and be part of a collaborative team committed to excellence.
Position Summary
The Workflow & Reporting Senior Associate serves as the operational and analytical backbone of the Advocacy department. This role is responsible for maintaining visibility into workflow performance, developing actionable reporting and dashboards, monitoring key operational metrics, and driving accountability through data-driven insights.
Working closely with Team Leads, Managers, and department leadership, the Workflow & Reporting Manager oversees workflow health, backlog management, service-level performance, and escalated case activity while building and maintaining reporting solutions that provide clear visibility into departmental performance.
By combining workflow management, business intelligence, and operational oversight, this role identifies risks, uncovers trends, develops reporting frameworks, and provides actionable recommendations that improve efficiency, support decision-making, and drive continuous operational improvement.
Workflow Operations & Governance
Monitor daily workflow activity, backlog, aging inventory, and workload distribution across teams.
Conduct workflow reviews to identify bottlenecks, resource constraints, and prioritization needs.
Monitor service levels and escalation activity while identifying operational risks.
Follow up on overdue tasks, stalled cases, and workflow exceptions.
Partner with leadership to improve workflow efficiency and accountability.
Reporting, Analytics & Business Intelligence
Serve as the department's primary resource for operational reporting, workflow analytics, and performance measurement.
Design, build, maintain, and enhance Power BI dashboards and reporting solutions.
Develop recurring executive, management, monthly, quarterly, and ad hoc reporting packages.
Create KPI scorecards and performance measurement frameworks.
Analyze workflow trends, productivity, backlog, aging inventory, and operational performance.
Provide granular reporting and actionable insights that support strategic decision-making.
Validate data accuracy and reporting consistency across Salesforce, QuickBase, and Power BI.
Process Improvement & Operational Excellence