Junior Financial Data Analyst

Summary
The Junior Financial Data Analyst supports financial and operational reporting for the organization role focuses on analyzing trip data, claims, provider payments, member utilization, and cost performance to support operational decision-making.The position combines financial analysis with hands-on data management, using tools such as Excel, Power Query, SQL, and Power BI to build reliable reports and dashboards. This is a career role designed for candidates who are eager to develop strong technical and financial skills in a healthcare services environment.
Duties & Responsibilities

Extract and organize data from claims systems, trip management platforms, and financial systems
Use Power Query and SQL to clean, transform, and combine large datasets
Validate data accuracy and reconcile operational data with financial records
Maintain standardized reporting templates and datasets
Document data sources, definitions, and reporting processes
Build and maintain dashboards in Power BI and Excel to track financial and operational KPIs
Automate recurring reports such as trip summaries, mileage reports, and provider payment analysis
Assist in improving data refresh processes and reporting efficiency
Support self-service reporting for finance and operations teams
Analyze trip volume, mileage, reimbursement rates, and provider payments
Support monthly close, variance analysis, and financial reporting activities
Track and analyze key NEMT performance metrics, including cost per trip, on-time performance, and member utilization
Support profitability and contract performance analysis by payor and region
Work closely with FP&A, Operations, Provider Relations, and IT teams
Respond to data and reporting requests from internal stakeholders
Assist senior analysts with ad-hoc analysis and special projects
Participate in process improvement initiatives related to data and reporting
Requirements & Qualifications

Bachelor’s degree in finance, Accounting, Economics, Data Analytics, Healthcare Administration, or related field
2–3 years of experience in financial analysis, data analytics, healthcare operations, or related roles
Strong proficiency in Microsoft Excel, including pivot tables, Power Query, and advanced formulas
Intermediate knowledge of SQL for data querying
Experience with Power BI or other visualization tools preferred
Interest in healthcare, NEMT, or managed care operations
Experience working with large datasets is a plus
Technical Skills

Advanced Excel (Power Query, Power Pivot, pivot tables, dynamic formulas)
SQL (SELECT, JOIN, subqueries, aggregations)
Power BI or similar visualization tools
Data modeling and ETL concepts
Financial modeling and forecasting
Data validation and reconciliation techniques
COMPETENCIES

Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures
Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Aligns work with strategic goals
Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths and weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions
Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics
Written and Oral Communication - Writes and speaks clearly and informatively in positive or negative situations; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information. Listens and gets clarification
HOW WE BEHAVE: OUR CORE VALUES

Collaborative - We are friendly, and always ready to lend a hand; We are humble, and willing to admit mistakes; We trust our team and use respectful conflict to make decisions
Entrepreneurial – We are personally committed, and hunger for Alivi’s success; We show passion and do more with what we have; We don’t give up and always find ways to get the job done
Dynamic – We gladly welcome change; We are smart, and challenge how things are done. We adapt quickly, and readily embrace new roles, and projects
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