Financial Data Analyst

Pivotal Health is a technology platform that helps healthcare providers navigate complex reimbursement workflows and recover underpaid claims. The Financial Data Analyst will turn financial data into business insights, build scalable reporting and data models, reconcile information across systems, and implement controls to ensure data quality for invoicing and finance processes.

Responsibilities:

• 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

Requirements:

• 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
• Candidates must be authorized to work in the United States without current or future employer sponsorship
• Experience supporting finance, operations or revenue teams with reporting
• Experience working in healthcare, healthcare payments, or another regulated environment