Operations Project Coordinator (Finance/ Revenue)

Intiva Health; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary + ESOP bonus

401(k) up to 4% matching

100% paid medical, dental, and vision insurance

6 weeks paid time off

Job summary

Intiva Health is seeking a Business Intelligence Analyst to join the Austin office. The role involves analyzing data, identifying trends, and making recommendations to help the company achieve its objectives. Ideal candidates will have strong problem-solving abilities and experience in fast-paced environments.

The position offers a competitive salary and comprehensive benefits, including 401(k) matching and paid medical, dental, and vision insurance.

Qualifications

• 2–3 years of experience in healthcare, financial institution, tech, or similar fast-paced environments.
• Ability to collect and compile relevant data.
• Self-starter who can manage multiple projects with limited supervision.

Responsibilities

• Generate information and reports from various sources, including company data and public data.
• Collect and organize information from CRM, payment processors, POs, and sales histories.
• Conduct interviews with Directors and VPs to identify areas of improvement.

Skills

Verbal and written communication skills

Business analytical skills

Advanced expertise in Excel

Proficiency in Microsoft Office Suite

Problem-solving skills

Education

BA in finance/business/accounting/marketing/healthcare administration

Master’s degree

Tools

CRM software

Google Suite

Project management tools

Job description

Intiva Health is looking for a Business Intelligence Analyst to join our team in our Austin office. The Business Intelligence Analyst will capture, review data, and report on any trends and patterns shown. Once the results are analyzed, the Business Intelligence Analyst will recommend actions that the company should take to meet their goals.

Responsibilities

• Business intelligence – Generate information and reports from a variety of sources, including the company's data, any industry information available, and public data. Analyze the marketing strategy by reviewing any related products, markets, or trends known, and use data and any tools available to report results to potential customers.
• Collecting and organizing information from various sources such as CRM, payment processors, POs, and sales histories to identify KPIs across all businesses.
• Conduct interviews with Directors and VPs to identify areas of improvement.
• Identify and solve problems in various specialized areas.
• Use statistical methods (KPIs) to analyze information and develop solutions to business problems.
• Develop and deliver reports to leadership team members with findings and recommendations.
• Work with the leadership team to conduct a review of key areas including but not limited to: financials, sales and marketing, investor relations, supply chain, tech stack, vendor relations, and legal.
• Manage key projects as determined by analysis.

Qualifications

• Excellent verbal and written communication skills.
• Proficient in Microsoft Office Suite or related software.
• Ability to collect and compile relevant data.
• Strong business analytical skills.
• Work well independently and as part of a team.
• Thorough understanding of the company's business process.
• BA in finance/business/accounting/marketing/healthcare administration.
• Master’s degree.
• 2–3 years of experience in healthcare, financial institution, tech, or similar fast‑paced environments.
• Advanced expertise in Excel and proficiency in CRM, Google Suite, project management tools, and general business applications.
• Self‑starter who is able to manage multiple projects with limited supervision.
• Strong problem‑solving skills with mathematical aptitude.

Benefits and Perks

• Competitive salary + ESOP bonus.
• 401(k) up to 4% matching.
• 100% paid medical, dental, and vision insurance. Dependents are also 100% covered.
• 6 weeks paid time off.