Sr. Financial Operations Insights Associate
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Sr. Financial Operations Insights Associate (Data Analytics/Operations Insights): Build automated workflows and reporting that keep day-to-day financial operations running efficiently, with an accent on untangling manual processes and designing smarter, more reliable ways of working. Focus on investigating operational data with SQL, pressure-testing outputs, and delivering clear technical outcomes that improve business functions.
Company
is a remote-first company focused on expanding access to mental healthcare.
What you will do
- Develop automated workflows and reporting for financial operations to improve day-to-day efficiency.
- Spot bottlenecks, untangle manual processes, and design more reliable processes.
- Own small-scale optimization projects and key components of larger cross-functional initiatives.
- Translate operational workflows and business needs into clear technical outcomes.
- Collaborate with cross-functional peers to align on scope requirements and progress across data and automation tracks.
Requirements
- Location: Must be based in the United States (not hiring in Hawaii)
- 3+ years of professional experience in data analytics, operational insights, or using technology/data/process automation to improve business functions.
- High proficiency in Google Sheets or Excel, including data cleaning, merging, analysis, and applying standard statistical methods across multiple sources (e.g., Salesforce, Redshift, EHR).
- Proficiency in SQL with a critical-thinking approach for investigating data, pressure-testing outputs, conducting UAT, and troubleshooting pipeline/logic issues.
- Proven ability to unpack operational workflows and independently translate them into clear technical outcomes.
Nice to have
- Foundational knowledge of Python for basic scripting, data manipulation, or automating repetitive tasks.
- Experience collaborating with Subject Matter Experts (SMEs) to map processes and remove manual bottlenecks (e.g., Salesforce, Zendesk).
- Familiarity with financial/transactional/billing datasets (e.g., accounts receivable, collections, throughput metrics).
- Ability to build well-structured reports and clearly explain what the data means for operational leads.
Culture & Benefits
- 100% remote work environment with hours designed to support work-life balance.
- Transparent pay ranges for full-time employees in the United States.
- Comprehensive health benefits (medical, dental, vision, life, disability) plus FSA/HSA.
- 401(k) plan access, generous time-off including two company-wide shutdown weeks, and paid parental leave.
- Home office stipend and monthly wellness stipend; EAP and employee resource groups.
Hiring process
- Interview process focused on experience with data/automation, SQL-based investigation, and workflow optimization.
- Evaluation of ability to pressure-test outputs, run UAT, and troubleshoot data/pipeline logic.
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