Senior Financial Operations Insights Associate
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Job Description
Financial Operations Insights Associate developing automated workflows and reporting to support mental healthcare access. Collaborating with experts to optimize operational processes and improve efficiency.
Responsibilities:
- Develop deep foundational knowledge of our financial operations and apply it independently to assigned projects.
- Own small-scale optimization projects or key technical components of larger, cross-functional initiatives.
- Collaborate closely with cross-functional peers to align on scope requirements, ensuring steady, predictable progress on all data and automation tracks.
Requirements:
- 3+ years of professional experience in data analytics, operational insights, or a role focused on leveraging technology, data, and process automation to improve business functions.
- High proficiency in Google Sheets or Excel, with strong skills in data cleaning, merging, analysis, and applying standard statistical methods across multiple sources (e.g., Salesforce, Redshift, EHR).
- Proficiency in SQL combined with a strong critical-thinking framework for investigating data, pressure-testing outputs, conducting UAT, and troubleshooting pipeline or logic issues.
- Proven ability to unpack operational workflows, understand underlying business needs, and independently translate them into clear technical outcomes.
Benefits:
- 100% remote work environment: Working hours to support a healthy work-life balance, ensuring you can meet both professional and personal commitments (must be based in United States, currently not hiring in Hawaii)
- Attractive pay and benefits: Full transparency of pay ranges regardless of where you live in the United States
- Comprehensive health benefits: Medical, dental, vision, life, disability, and FSA/HSA
- 401(k) plan access: Start saving for your future
- Generous time-off policies: Including 2 company-wide shutdown weeks each year for self-care (for most employees)
- Paid parental leave: Available for all parents, including birthing, non-birthing, adopting, and fostering
- Employee Assistance Program (EAP): Supporting your mental and physical health
- Quarterly department stipend: Fun team-building activities or in-person gatherings
- Community and employee resource groups: Participate in groups that celebrate employee identity and lived experiences, fostering a sense of community and belonging for all
- Home office stipend: New hire home office stipend & $50 monthly stipend to help cover internet or cell phone expenses
- Wellness at Rula program: Year-round wellness initiatives and a $50/month wellness stipend
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