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Practice Plan Analyst Senior

J  o  b    D  e  s  c  r  i  p  t  i  o  n

 

 

JOB INFORMATION

Effective Date:

11/12/2025

Entity:

Wisconsin

Job Code:

300076

Job Title:

Practice Plan Analyst Senior

FLSA Exemption Status:

Exempt

Management Level:

Individual Contributor

JOB SUMMARY

The Practice Plan Sr. Analyst reports to the Director, Practice Plan Administration.  This position is responsible for providing advanced levels of business intelligence determined through development and management of financial analytics related to physician productivity and compensation, funds flow, and provider workforce planning. The position is integral in determining relevant data points to support organizational strategy and development.  This includes the development of analytic metrics and reports that support Practice Plan Administration. Through knowledge of healthcare industry and business workflows the incumbent works collaboratively with business, clinical, operations and Information Systems leadership to critically evaluate, develop processes, and address financial needs critical to the practice plan.

 

Responsibilities include coordinating data, work flow and data testing to assure timely and accurate completion of financial and productivity reports for Practice Plan Administration.  The individual actively participates in meetings and committees, and may include facilitation and coordination, that include discussion about strategic and operational planning, budget, productivity, benchmarking and related financial reporting.

 

Projects are of high complexity and require a broad knowledge of business development, healthcare administration, fiscal management, program financial analysis, and planning.  The individual must be detail oriented, extremely accurate, and knowledgeable in accounting, software applications, and interpreting analytical information.

 

With minimal oversight, Practice Plan Sr. Analyst develops and maintains trusted advisor relationship, at all levels of the organization, that include guidance to Leadership, as appropriate, for optimizing the use of information and analysis reports to improve efficiency, increase accuracy, and improve decision making. 

 


ESSENTIAL DUTIES


•

Interpret and communicate project details that support provider production and compensation statistics.

 

•

Oversee preparation of statistic and productivity reports for Practice Plan Administration. Analyze data, provide summaries and recommendations,

 

•

Participate in process improvement initiatives.

 

•

Coordinate primary care panel processes; this includes methodology recommendations, modeling of plans, coordination of process automation and reports, ongoing analysis and review of outcomes, etc.

 

•

Coordinate the development of data infrastructures to support the ongoing reporting needs of Practice Plan Administration, including productivity metrics, School of Medicine and Public Health data, VA data, electronic benchmark data marts, etc.

 

•

Actively participate in review of benchmark data vendors, metric availability and reliability, survey completion, etc.

 

•

Coordination of provider production based compensation plans and related reporting for physician practices. This includes the development of work flows for data and reports that support the processes associated with the calculation, communication and reporting of compensation for physicians.

 

•

Provide analytic, project, and committee support collaboratively, with other departments and business partners.

 

•

Develop visualizations and models that highlight opportunities to support strategic planning and initiatives, improve performance, project future demand, and advance UW Health goals.

 

•

Mentor staff and co-workers, lead/facilitate project efforts, recommend improvements, and act in a trusted-advisor relationship with key stake holders.

 

•

Consult with Project Sponsors to develop business requirements.

 

•

Develop project charters, and actively participate in the various phases of project development including implementation.

 

•

Collaboratively assist in the creation of standards, templates and procedures for Practice Plan Administration.

 

•

Proactively develop and maintain working knowledge including UW Health organizational structure, UW School of Medicine and Public Health (UWSMPH), relationships with other functional areas, and stay abreast of industry standards, best practices, and government and externally reported healthcare regulations and metrics/benchmarks, including measurement programs.

 

•

Identify and evaluate cross organizational political issues or areas of sensitivity.

 

•

Address issues (identifying decision makers and breaking down barriers) seeking guidance as needed.

 

•

Coordinate and facilitate subcommittees/workgroup meetings, including agenda preparation, documentation of meeting discussion, and follow up items.

 

•

Provide ongoing communication about group decisions.

 

•

Other duties as assigned.

 


As needed, additional responsibilities reasonably within the scope of duties and physical requirements may be assigned.  ALL DUTIES AND REQUIREMENTS MUST BE PERFORMED CONSISTENT WITH THE UW HEALTH PERFORMANCE STANDARDS AND RESPECT FOR PEOPLE COMMITTMENTS.


Age Specific Competency (Clinical jobs only)

X

Non-Clinical

 

 


JOB REQUIREMENTS


Education

Education Level

Education Details

Required/
Preferred

 

Bachelor's Degree

in Accounting, Business, Finance, Healthcare, or related field

 

Required

or

 

Four (4) years of relevant financial analysis experience may be considered in lieu of degree in addition to the required experience below.

 

 

 

Master's Degree

in Accounting, Business, Finance, Healthcare or related field

 

Preferred

 


Experience

Experience

Experience Details

Required/
Preferred

 

5 years

of professional experience in progressively advanced health care financial, planning or analysis roles

Required

 

7 years

of professional experience in progressively advanced health care financial, planning and analysis including experience in one or more of the following:

• payroll/physician compensation plans

• budgeting and/or financial systems

• data analysis and/or report application development

• academic health care system

Preferred

 


Licenses & Certifications

Licenses/Certification Details

Time Frame

Required/
Preferred

 

Epic certification in professional billing or Clarity

 

Preferred

 

CPC

 

Preferred

 


LICENSE, CERTIFICATIONS, AND REGISTRATIONS MUST BE MAINTAINED PER UW HEALTH POLICY. 


Knowledge, Skills, and Abilities

•

Substantial knowledge of the healthcare business environment, healthcare operations, market behavior, and economics.

 

•

Understanding of financial accounting data in the context of healthcare, and ability to construct financial models.

 

•

Strong technical, data handling and interpretive skills; ability to leverage analytic and reporting systems and large databases in creative ways to maximum advantage.

 

•

Ability to manage multiple complex projects that require adequate planning and control of scope, timeline and customer communication.

 

•

Comfortable accepting responsibility for small to medium scale projects involving multiple resources and spanning many months from start to finish.

 

•

Produce well-structured, high-quality documents/reports that are based on sound methodologies.

 

•

Ability to manage multiple concurrent activities, including time-sensitive recurrent tasks

 

•

Able to work with a high degree of independence, assume responsibility for job development and training, research and resolve questions and problems, request supervisor input and keep supervisor informed.

 

•

Strong written and verbal communication skills, including effective presentation skills with the ability to share data analysis findings in an understandable way to a variety of stakeholders, including non-technical stakeholders.

 

•

Able to facilitate workgroups, build working relationships, and effectively transfer knowledge and skills.

 

•

Demonstrate professionalism surrounding data access, data security, data sensitivity, and data confidentiality.

 

•

Effective interpersonal relations skills promoting teamwork and collaborative alliances.

 

•

Ability to navigate a large organization, including managing political sensitivities, in order to accomplish results.

 


PHYSICAL REQUIREMENTS/WORKING CONDITIONS


 

Physical Demand Level

Seldom/Occasional
Up to 33% of the time

Frequent
34%-66% of the time

Constant
67%-100% of the time

☒

Sedentary: Sedentary work involves lifting no more than 10 pounds at a time and occasionally lifting or carrying articles like docket files, ledgers, and small tools. Although a sedentary job is defined as one which involves sitting, a certain amount of walking and standing is often necessary in carrying out job duties. Jobs are sedentary if walking and standing are required occasionally and other sedentary criteria are met.

Up to 10#

Negligible

Negligible

☐

Light: Light work involves lifting no more than 20 pounds at a time with frequent lifting or carrying of objects weighing up to 10 pounds. Even though the weight lifted may be very little, a job is in this category when it requires a good deal of walking or standing, or when it involves sitting most of the time with some pushing and pulling of arm or leg controls. To be considered capable of performing a full or wide range of light work, you must have the ability to do substantially all of these activities. If someone can do light work, we determine that they can also do sedentary work, unless there are additional limiting factors such as loss of fine dexterity or inability to sit for long periods of time.

up to 20#

Up to 10# or requires significant walking or standing or requires pushing/pulling of arm/leg controls.

Negligible or constant push/pull of items of negligible weight

☐

Medium: Medium work involves lifting no more than 50 pounds at a time with frequent lifting or carrying of objects weighing up to 25 pounds. If someone can do medium work, we determine that they can also do sedentary and light work.

20-50#

10-25#

Negligible-10#

☐

Heavy: Heavy work involves lifting no more than 100 pounds at a time with frequent lifting or carrying of objects weighing up to 50 pounds. If someone can do heavy work, we determine that they can also do medium, light, and sedentary work.

50-100#

25-50#

10-20#

☐

Very Heavy: Very heavy work involves lifting objects weighing more than 100 pounds at a time with frequent lifting or carrying of objects weighing 50 pounds or more. If someone can do very heavy work, we determine that they can also do heavy, medium, light, and sedentary work.

Over 100#

Over 50#

Over 20#


Other - list any other physical requirements or bona fide occupational qualifications not indicated above:

 


 

Over 50 lbs.

UW Health does not require, nor does it expect that its employees lift more than 50 lbs unassisted. Objects in excess of 50 lbs should be lifted or moved with mechanical means or through a team lift. Employees in patient care areas are expected to utilize mechanical lifts and adhere to the "Use of Mechanical Lifts (Liko)" policy in the Patient Services Policy and Procedure Manual.


Note: The purpose of this document is to describe the general nature and level of work performed by personnel so classified; it is not intended to serve as an inclusive list of all responsibilities associated with this position.

THE EMPLOYEE MUST BE ABLE TO COMPLETE ALL PHYSICAL REQUIREMENTS OF THE JOB WITH OR WITHOUT AN APPROVED ACCOMODATION. Note: The purpose of this document is to describe the general nature and level of work performed by personnel so classified; it is not intended to serve as an inclusive list of all responsibilities associated with this position.