Financial Data Analyst

Overview

This role involves turning financial and operational data into clear insights that support decision-making across the business. You will sit on the Strategy & Analytics team and partner closely with Finance to understand business health and improve scalable reporting.

A key responsibility is replacing manual reporting work with reliable, repeatable datasets and processes. You will also support invoicing and other finance workflows by ensuring the logic behind claims, payments, and fees is complete and accurate.

Responsibilities

• Build and maintain Finance dashboards and reports
  • Create, iterate, and automate recurring Finance reporting
  • Keep underlying queries current
• Validate and reconcile data
  • Reconcile outputs across production systems and tools including Salesforce, Rillet, Metabase, and financial reporting
  • Investigate and resolve discrepancies
• Own Finance’s core data models
  • Maintain models used for invoicing, revenue reporting, collections, fee payments, refunds, and forecasting
• Keep systems aligned
  • Coordinate changes across Salesforce, Rillet, production systems, and Finance reporting
  • Ensure IDs connect, each key input has a defined source of truth, and definitions/logic remain consistent
• Build data quality controls
  • Monitor for data issues
  • Set up controls and alerts to catch upstream breaks, logic changes, or unusual movements before they impact invoices or reporting

Requirements

• 4+ years of experience in a Financial Data Analyst, or Analytics role
• Strong SQL skills and comfort working with large datasets
• Experience building dashboards with BI tools (Metabase, Power BI, Tableau, or similar)
• Experience working with financial data specifically (not just product/usage data)
• Strong analytical instincts with the ability to identify trends and anomalies
• Ability to translate ambiguous business questions into structured analysis
• Clear communicator who can explain insights to both technical and non-technical audiences
• Curious, proactive, and comfortable operating in a fast-moving startup environment

Preferred Qualifications

• Experience supporting finance, operations, or revenue teams with reporting
• Experience working in healthcare, healthcare payments, or another regulated environment

Compensation & Benefits

• Compensation range: $125K - $170K
• Competitive compensation, including equity
• Full health, dental, and vision coverage
• Retirement savings plan through 401(k)
• Flexible time off
• Opportunities for company-wide connection and events

Location

The employer primarily hires around core hubs in Los Angeles and New York, but remains open to exceptional talent outside those regions. Remote and hybrid flexibility varies by role and team and is outlined in each job description.

Employment Information

• Candidates must be authorized to work in the United States without current or future employer sponsorship.
• Employment is at-will and may be terminated by either party at any time, with or without cause or notice, in accordance with applicable law.
• Employment is contingent upon successful completion of applicable background checks, where permitted by law.
• Reasonable accommodations are provided for qualified individuals with disabilities in accordance with applicable laws.