Financial Data Analyst: Dashboards & Forecasting

Pivotal Health; New York (NY); Hybrid; USD 125,000 - 170,000; Full time

Benefits offered by this job

Competitive compensation and equity

Health, dental, and vision coverage

401(k) retirement plan

Flexible time off

Company-wide connection and events

Job summary

Pivotal Health is seeking a Financial Data Analyst to turn data into clear insights that drive decisions across the business. You’ll join the Strategy & Analytics team and collaborate with Finance, building scalable finance reporting while supporting invoicing and other finance workflows.

You’ll replace manual work with reliable datasets, ensuring accurate claims, payments, and fees. This role suits someone who loves data-driven storytelling and solving complex financial problems.

Qualifications

• 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.
• Clear communicator who can explain insights to both technical and non-technical audiences.

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.

Skills

4+ years experience

SQL

BI dashboards

financial data

analytical instincts

clear communicator

Tools

Metabase

Power BI

Tableau

Salesforce

Rillet

Job description

Pivotal Health is seeking a Financial Data Analyst to turn data into clear insights that drive decisions across the business. You’ll join the Strategy & Analytics team and collaborate with Finance, building scalable finance reporting while supporting invoicing and other finance workflows.

You’ll replace manual work with reliable datasets, ensuring accurate claims, payments, and fees. This role suits someone who loves data-driven storytelling and solving complex financial problems.