Senior Analyst – Financial Analysis

Wellnecity Group; Charlotte (NC); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An innovative company is seeking a Senior Analyst for Financial Analysis to join their Product Operations team. This role is pivotal in revolutionizing healthcare benefits through data analysis and financial controls. The ideal candidate will thrive in a dynamic environment, utilizing their expertise in data modeling, financial analysis, and SQL to provide insights that drive performance improvements. Collaborating with various teams, you will mentor others while developing a deep understanding of the company's solutions. If you are passionate about making a difference in the healthcare sector and possess strong analytical skills, this opportunity is perfect for you.

Qualifications

• Bachelor's degree with 2+ years in data modeling/analytics required.
• Strong analytical skills with expertise in SQL and data visualization tools.

Responsibilities

• Analyze healthcare data to generate business insights and identify trends.
• Develop and deliver analyses and reports to stakeholders.

Skills

Data Analysis

Financial Analysis

SQL

Statistics

Data Visualization

Communication

Problem Solving

Education

Bachelor's Degree

Master's Degree

Tools

Tableau

Microsoft Excel

Microsoft PowerPoint

Jira

Confluence

Job description

About the Job

Wellnecity is the platform for high performing health plans. We help self-insured employers, advisors, and vendors achieve cost savings, better benefit utilization, and improved member outcomes. If you are passionate about data and improving the US healthcare system, help us rewrite the rules leveraging our proprietary Smart Hub. The ideal candidate will thrive in a fast-paced entrepreneurial environment where your voice is expected to be heard.

Why Join Wellnecity?

• Impact: Play a critical role in revolutionizing healthcare benefits and data management by supporting the mission to help employers operate higher quality and value health plans.
• Growth: Shape and grow a high-quality and passionate team.
• Innovation: Work with the latest technologies in cloud computing, data engineering, and healthcare data processing.

Role Overview:

We are seeking a dynamic Senior Analyst – Financial Analysis to join our Product Operations team supporting our client teams with data analysis and financial controls.

Reporting and Location: This position will report to the Vice President of Product Operations and be based in Charlotte, NC. Remote work will be considered on a case-by-case basis.

Responsibilities:

• Analyze healthcare data and generate useful business insights.
• Create models to identify trends and root causes of healthcare performance.
• Develop and deliver analyses and reports to internal and external stakeholders.
• Work with Product Operations and Customer Success teams to identify savings opportunity areas for external stakeholders.
• Track the performance of Health Plan initiatives for external stakeholders and proactively identify ways to improve performance.
• Combine quantitative data with qualitative data (e.g., Health Plan contracts) to help internal and external stakeholders understand the relationship between claims data and broader Health Plan decisions.
• Work with the management team to structure an analytic environment that supports ongoing problem-solving.
• Communicate directly with client stakeholders (present findings, problem solve issues and solutions).
• Mentor team members, imparting industry best practices and fostering skill development.
• Develop a strong knowledge of the entire suite of Wellnecity solutions.
• Work with the Product Operations Team to refine and roll out financial controls.
• Provide financial support for finance projects, based on need.

Required Experience:

• Bachelor’s degree and minimum two years relevant work experience required, Master’s preferred.
• Minimum 2 years’ experience with data modeling/analytics specifically.
• Strong analytics and data skills including solid training in statistics and/or data analysis, understanding of data management and visualization, ability to interpret and present findings.
• Minimum 2 years of financial analysis experience in the healthcare setting (e.g., familiarity with profit loss statements, healthcare audit, breakeven analysis).
• Experience with key financial healthcare concepts such as healthcare economics, pricing models, and reimbursement systems for self-insured health plans (e.g., payment integrity, invoice reconciliation, contract terms, stop loss).
• Expert SQL user and experience with data visualization tools (e.g., Tableau).
• Experience working in a matrix organization, coordinating cross-functionally with customer success, data, and product teams.
• Ability to work in fast-paced and ambiguous environments.
• Microsoft Office Skills, specifically Excel and PowerPoint.

Nice-to-Have Experience:

• CPA license is a plus.
• ERP/Financial Software: Experience with QBO and Financial planning tools is a plus.
• Experience with project management tools preferred (e.g., Jira, Confluence).
• Project management experience with ability to effectively identify what's important and effectively prioritize competing projects.