Financial Data Analyst

Overview

The organization is seeking a Financial Data Analyst to turn data into clear insights that drive business decisions. You will join the Strategy & Analytics team and work closely with Finance to understand business health and improve the scalability of finance reporting by replacing manual work with reliable, repeatable datasets and processes. The role also includes supporting invoicing and other finance workflows to ensure logic behind claims, payments, and fees is complete and accurate.

Responsibilities

• Build and maintain recurring Finance dashboards and reports, automating wherever possible and keeping underlying queries current.
• Validate and reconcile data by ensuring database data is correct and reconciling outputs across production systems, Salesforce, Rillet, Metabase, and financial reporting; investigate and resolve discrepancies.
• Own and maintain core Finance data models used for invoicing, revenue reporting, collections, fee payments, refunds, and forecasting.
• Coordinate changes across Salesforce, Rillet, production systems, and Finance reporting so IDs connect and each key input has a defined source of truth with consistent definitions and logic.
• Build data quality controls by monitoring for data issues and setting up controls and alerts to catch upstream breaks, logic changes, or unusual movements before they impact invoices or reporting.

Requirements

• 4+ years of experience as a Financial Data Analyst or in an 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 able to 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

Remote and hybrid flexibility varies by role and team. The organization primarily hires around its core hubs: Los Angeles and New York, while remaining open to exceptional talent outside those regions.

Employment Information

• Work authorization: Candidates must be authorized to work in the United States without current or future employer sponsorship.
• Equal Employment Opportunity: The organization is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other legally protected status.
• Reasonable Accommodations: The organization provides reasonable accommodations for qualified individuals with disabilities in accordance with applicable laws.
• Background Checks: Employment is contingent upon successful completion of applicable background checks, where permitted by law.
• At-Will Employment: 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.