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Pivotal Health is a technology platform helping healthcare providers navigate complex reimbursement landscapes and dispute underpaid claims through an AI-driven, full-service solution. The company combines software, data, and service to simplify reimbursement workflows and reduce administrative burden for providers.
As a Financial Data Analyst on the Strategy & Analytics team, you will partner closely with Finance to uncover business health signals and transform data into actionable insights. A core responsibility is making finance reporting scalable by replacing manual processes with reliable, repeatable datasets and automated workflows.
Key responsibilities include:
- Building and maintaining recurring Finance dashboards and reports in Metabase, automating manual work and keeping queries current
- Validating and reconciling data across production systems, Salesforce, Rillet, Metabase, and financial reporting; investigating and resolving discrepancies
- Owning core data models used for invoicing, revenue reporting, collections, fee payments, refunds, and forecasting
- Coordinating changes across Salesforce, Rillet, production systems, and Finance reporting to ensure data consistency, proper ID mapping, and defined sources of truth
- Building data quality controls and alerts to catch upstream breaks, logic changes, or unusual movements before they impact invoices or reporting
You'll work in a collaborative, low-ego startup environment focused on making healthcare reimbursement fairer. The company has core hubs in Los Angeles and New York, with flexibility on remote/hybrid arrangements varying by role and team.
REQUIREMENTS:
- 4+ years of experience as a Financial Data Analyst or in an 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 ability to identify trends and anomalies
- Ability to translate ambiguous business questions into structured analysis
- Clear communication skills for both technical and non-technical audiences
- Comfortable operating in a fast-moving startup environment
EXTRA CREDIT:
- Experience supporting finance, operations, or revenue teams with reporting
- Experience in healthcare, healthcare payments, or other regulated environments
