Financial Operations Associate

• Coordinate the day-to-day production, delivery, and maintenance of recurring reports, dashboards, and operational reporting products.
• Clean, format, organize, and prepare healthcare, pharmacy benefit, operational, and client data for reporting and analysis.
• Collaborate with analytics, product, clinical, account management, and operations teams to gather requirements, clarify business rules, and support new or enhanced reporting products.
• Respond to internal data requests and complete ad hoc reporting and research with appropriate oversight, documentation, and validation.
• Maintain reporting procedures, data dictionaries, quality-control checklists, issue logs, and version-controlled templates.
• Apply healthcare and clinical context when reviewing data, recognizing unusual patterns, and communicating potential concerns to the appropriate subject-matter experts.
• Communicate findings, status updates, risks, and process changes clearly to technical and nontechnical stakeholders and support hypercare.
• Project work in support of CRM and accounting system maintenance and integrations.

• Education: High School Diploma required; Bachelor's degree in Data Analytics, Information Systems, or related field preferred.
• Experience: 0-1 year of experience in data entry, reporting, or analytics preferred
• Coding Languages & Querying: Python, SQL, DAX, Power Query (M), VBA
• Libraries & Analytics: Pandas, NumPy, OpenPyxl
• Databases & Platforms: Snowflake, Microsoft SQL Server, Microsoft Fabric
• Data Prep & ETL: Data Cleansing, Data Validation, Data Transformation, Data Normalization, Data Merging
• BI Platforms: Microsoft Power BI (Desktop & Service), Tableau, Microsoft Fabric
• Spreadsheet Engineering: Advanced Excel, PivotTables, Complex Formulas, Power Query
• Deliverables : Interactive Dashboards, Executive Reporting, KPI Development, Data Storytelling, Report Optimization

• Quality Assurance & Detail Orientation: Demonstrated ability to perform detailed reviews, identify inconsistencies, maintain accurate records, and follow controlled processes.
• Process Improvement : Ability to evaluate current workflows, identify inefficiencies or error risks, and implement practical improvements that strengthen quality and timeliness.
• Communication: Communicates clearly and professionally in writing and verbally with technical teams, business partners, and leaders.
• Documentation & Organization: Ability to maintain clear procedures, requirements, audit trails, schedules, and version-controlled reporting materials.
• Learning Agility : Initiative to expand technical and business knowledge, resolve roadblocks, and adapt prior expertise to new reporting and analytics responsibilities.
• Perseverance & Resiliency: Ability to manage competing priorities, follow through on commitments, meet deadlines, and remain effective during change or periods of high demand.
• Quantitative Skills: Ability to apply percentages, ratios, addition, subtraction, multiplication, division, and reasonableness testing in reporting and quality-control activities.

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