Finance Data Analyst: Build Dashboards & Insights

Alt; Williamsburg (VA); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Equity

Health insurance

Retirement plan 401(k)

Flexible time off

Company-wide events

Job summary

Pivotal Health is seeking a Financial Data Analyst to turn data into clear insights that drive decisions. Sitting on Strategy & Analytics, you will replace manual reporting with scalable datasets and support invoicing and other finance workflows.

You’ll build dashboards, reconcile data across systems, maintain core data models for invoicing and forecasting, and ensure data quality. This role suits curious, proactive analysts comfortable in a fast-moving startup environment.

Qualifications

• 4+ years of experience in a Financial Data Analyst or analytics role.
• Strong SQL skills and handling large datasets.
• Experience building dashboards with BI tools (Metabase, Power BI, Tableau).
• Experience with financial data, not only product usage data.
• Ability to identify trends and anomalies from data.

Responsibilities

• Build dashboards that power the business and automate recurring reporting.
• Validate and reconcile data across systems and finance reporting.
• Own finance data models for invoicing, revenue reporting, and forecasting.
• Coordinate system changes to keep IDs aligned and sources of truth defined.
• Implement data quality controls and alerts to catch upstream issues.

Skills

Financial Data Analyst

SQL

BI dashboards

Financial data experience

Analytical thinking

Communication skills

Data storytelling

Tools

Metabase

Power BI

Tableau

Job description

Pivotal Health is seeking a Financial Data Analyst to turn data into clear insights that drive decisions. Sitting on Strategy & Analytics, you will replace manual reporting with scalable datasets and support invoicing and other finance workflows.

You’ll build dashboards, reconcile data across systems, maintain core data models for invoicing and forecasting, and ensure data quality. This role suits curious, proactive analysts comfortable in a fast-moving startup environment.