Sr. Financial Operations Insights Associate

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).