Sr. Financial Operations Insights Associate
Sr. Financial Operations Insights Associate building automated workflows, reporting, and optimizations for Rula's financial ops to support mental healthcare providers. Requires 3+ years in data analytics/automation, strong SQL/Excel skills, and workflow analysis experience.
About the job
Responsibilities
- Build automated workflows and reporting to keep day-to-day financial operations running efficiently.
- Collaborate with team experts to identify bottlenecks, untangle manual processes, and design smarter, more reliable ways of working.
- Develop deep foundational knowledge of financial operations and apply it independently to assigned projects.
- Own small-scale optimization projects or key technical components of larger, cross-functional initiatives.
- Collaborate closely with cross-functional peers to align on scope requirements for data and automation tracks.
- Unpack operational workflows, understand underlying business needs, and translate them into clear technical outcomes.
- Build well-structured reports and explain data insights to enable operational leads to make fast, informed decisions.
Requirements
- 3+ years of professional experience in data analytics, operational insights, or a role focused on leveraging technology, data, and process automation to improve business functions.
- High proficiency in Google Sheets or Excel, with strong skills in data cleaning, merging, analysis, and applying standard statistical methods across multiple sources (e.g., Salesforce, Redshift, EHR).
- Proficiency in SQL with a strong critical-thinking framework for investigating data, pressure-testing outputs, conducting UAT, and troubleshooting pipeline or logic issues.
- Proven ability to unpack operational workflows, understand business needs, and independently translate them into technical outcomes.
Nice-to-Haves
- Foundational knowledge of Python for basic scripting, data manipulation, or automating repetitive tasks.
- Experience collaborating directly with Subject Matter Experts (SMEs) to map operational processes and untangle manual bottlenecks across platforms like Salesforce and Zendesk.
- Familiarity with financial, transactional, or billing datasets (e.g., accounts receivable, collections, throughput metrics).
Skills
SQL, Excel, Google Sheets, Python, Salesforce, Redshift, Data Analysis, Data Cleaning, Process Automation, Data Visualization
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