Healthcare Finance Data Analyst-Dashboards & Reconciliation

Pivotal Health; Santa Monica (CA); Hybrid; USD 125,000 - 170,000; Full time

Benefits offered by this job

Equity

Health, dental, and vision coverage

401(k)

Flexible time off

Job summary

Pivotal Health in Santa Monica is seeking a Financial Data Analyst to turn data into clear insights that drive decisions across the business. You’ll sit on our Strategy & Analytics team and work closely with Finance, uncovering signals that show how healthy the business really is.

A core part of the role is making finance reporting scalable by replacing manual work with reliable datasets and processes. This role is a great fit for someone who loves using data to understand how a business

Qualifications

• 4+ years of experience as a Financial Data Analyst or Analytics role.
• Strong SQL skills and comfort 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.
• Able to translate ambiguous business questions into structured analysis.
• Clear communicator who can explain insights to technical and non-technical audiences.
• Curious, proactive, and comfortable in a fast-moving startup environment.

Responsibilities

• Build dashboards that power the business: create, maintain, and iterate on recurring Finance dashboards and reports, automating where possible and keeping 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 investigate and resolve 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 input has a defined source of truth, and definitions 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

SQL

BI dashboards

Data analysis

Financial data

Communication

Tools

Metabase

Power BI

Tableau

Job description

Pivotal Health in Santa Monica is seeking a Financial Data Analyst to turn data into clear insights that drive decisions across the business. You’ll sit on our Strategy & Analytics team and work closely with Finance, uncovering signals that show how healthy the business really is.

A core part of the role is making finance reporting scalable by replacing manual work with reliable datasets and processes. This role is a great fit for someone who loves using data to understand how a business