Financial Data Analyst
Join Pivotal Health as a Financial Data Analyst to turn data into insights that drive business decisions.
Posted by employer 1 day ago
First seen on Joblaze 1 day ago
Last verified on the company career page 1 day ago
What you'll build
- Build dashboards for Finance
- Validate and reconcile data
- Own Finance’s core data models
- Keep systems aligned
- Build data quality controls
Must have
- 4+ years of experience in a Financial Data Analyst role
- Strong SQL skills
- Experience building dashboards with BI tools
- Experience working with financial data
Nice to have
- Experience supporting finance, operations or revenue teams
- Experience working in healthcare or healthcare payments
Practical constraints
- Candidates must be authorized to work in the United States without current or future employer sponsorship
AI in the day-to-day
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Requirements
- Experience
- 4+ years
- Visa
- No sponsorship (stated in posting)
Not disclosed in this posting: compensation.
Benefits
Joblaze summary
The Financial Data Analyst at Pivotal Health focuses on transforming complex data into actionable insights that inform business decisions. This role requires strong SQL skills and experience with BI tools to automate finance reporting and ensure data accuracy across various systems. Ideal candidates have over four years of experience in financial analytics, particularly in healthcare or regulated environments, and possess a knack for identifying trends and anomalies. The position is part of a collaborative team dedicated to improving healthcare reimbursement processes.
Joblaze insights
Quick facts
- Is the Financial Data Analyst role remote?
- It's hybrid — Pivotal Health expects some on-site time in Williamsburg, NY, United States.
- How much experience is required?
- At least 4 years of relevant experience for this Financial Data Analyst role.
- Where is the role based?
- Pivotal Health is hiring for this position in Williamsburg, NY, United States.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: Metabase, Power BI, SQL, Tableau.
- What seniority level is this role?
- Pivotal Health targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this Financial Data Analyst role at Pivotal Health.
From the original posting
About the Role
We're looking for a Financial Data Analyst to turn data into clear insights that drive decisions across the business.
You'll sit on our Strategy & Analytics team and work closely with Finance, uncovering the signals that show how healthy the business really is. A core part of the role is making finance reporting scalable by replacing manual work with reliable, repeatable datasets and processes. You'll also support invoicing and other finance workflows, making sure the logic behind claims, payments, and fees is complete and accurate.
This role is a great fit for someone who loves using data to understand how a business actually works.
What You’ll Do
Build dashboards that power the business: Create, maintain, and iterate on recurring Finance dashboards and reports, automating wherever possible and keeping underlying queries current.
Validate and reconcile data: Ensure data in the database is correct by reconciling outputs across production systems, Salesforce, Rillet, Metabase, and financial reporting, then investigating and resolving any discrepancies.
Own Finance’s core data models: Maintain data 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 so IDs connect, each key input has a defined source of truth, and definitions and logic stay consistent.
Build data quality controls: Monitor for data issues and set up controls and alerts that catch upstream breaks, logic changes, or unusual movements before they affect invoices or reporting.
Who You Are
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
Comfortable translating 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
Extra Credit Experience
Experience supporting finance, operations or revenue teams with reporting
Experience working in healthcare, healthcare payments, or another regulated environment
Benefits Include:
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
Employment Information
Standard company text repeated across Pivotal Health's postings is omitted here.