- Analyze financial data to identify trends, anomalies, and opportunities for optimization
- Lead and participate in cross-functional projects improving pricing and revenue processes, including process optimization, system enhancements, and data quality initiatives
- Collaborate with the operational data team to ensure accurate and consistent data collection and storage processes
- Collaborate with the data team to improve data integrity around pricing, including identifying and resolving discrepancies and inconsistencies
- Support pricing strategies by providing data-driven recommendations based on market analysis and financial insights
- Streamline and improve the billing process to ensure accuracy and efficiency
- Work closely with the sales team to understand market dynamics, customer needs, and competitive positioning
- Assist in maintaining data integrity and accuracy within financial systems and databases
- Develop and maintain reports and dashboards to provide actionable insights to key stakeholders
- Provide ad-hoc analysis and support to finance leadership and other stakeholders on pricing and financial related matters
- 4-6 years of relevant experience in financial data analysis and reporting
- Proficiency in organizing and storing data, preferably with experience in SQL, Excel, and/or other data management tools
- Experience with data manipulation, including cleaning, transforming, and organizing data from various sources
- Familiar with statistical techniques and tools to analyze large datasets, identify patterns, and derive insights
- Strong understanding of financial statements, accounting principles, and FP&A functions
- Excellent analytical and problem-solving skills with a keen attention to detail
- Ability to effectively collaborate with all levels of the organization, including technical staff, non-technical staff, and business stakeholders
- Proficiency in SQL, Python, R, or other programming languages commonly used for data analysis is desirable but not required
- Bachelor's degree in Finance, Finance Technology, Accounting, Economics, or related field; Certification such as CFA, MBA, or similar is desirable but not required
- Experience in Healthcare, Health Tech or Start-Ups is a plus
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Financial Data Analyst - New York, United States - Pelago
Description
Pelago is the world's leading virtual clinic for Substance Use Management. Our program provides guidance, support and treatment for members seeking to overcome their tobacco, alcohol and opioid use. From unhealthy habits to active substance use disorders, Pelago delivers a personalized solution based on individual health, habits, genetics, and goals, providing care for members wherever they might be on the substance use spectrum.
Pelago's suite of virtual services ranges from education, to cognitive behavioral therapy (CBT) to comprehensive medication-assisted treatment (MAT). Pelago enables employers and health plans to deliver accessible, affordable, and effective treatment for substance misuse.
Pelago has scaled to helping hundreds of employers and health plans and has already helped more than 750,000 members manage their substance use better. We have recently closed our Series C and raised over $151m from leading global investors. If you are passionate about making an impact on the health of others, join us and make it happen
Role Overview:We're seeking a talented Financial Data Analyst to become a vital part of our dynamic finance team. In this role, you'll be pivotal in ensuring the accuracy of our pricing structures and financial data. Your contributions go beyond number-crunching; you'll be a key player in supporting essential financial functions such as accounting and financial planning and analysis (FP&A). Additionally, you'll have the opportunity to collaborate closely with our sales and operational data teams, guiding our growth with your insights and expertise.
If you're someone with 4-6 years of experience in diving deep into financial data, crafting insightful reports, and adeptly managing data repositories, you're exactly who we're seeking. This will be a hybrid role, located in commutable distance to our NYC office for weekly lunches, collaboration, and teamwork.
In this role you will...
Pay Range
$115,000-$160,000 USD