Data Analyst, Finance

Summit Health•Birmingham, AL

3d•Hybrid

About The Position

As a Data Analyst, Finance you will join our Reporting and Insights team and will serve as a technical partner bridging the gap between complex data and financial strategy. You will work extensively with financial, operational, and customer data to help the business understand profitability, engagement, and performance trends. As a data expert, you will collaborate closely with partners, offering insights and leveraging modern tools—including AI—to drive informed decision-making across the organization. While no two days are the same, you will model and transform data using SQL for BI platforms, financial tools, and ad-hoc analysis. You will partner with Finance and Accounting to provide data-driven perspectives that help refine business logic and strategic goals. You will own the "source of truth" by auditing data logic and driving best practices in data management. You will build and maintain scalable dashboards and reports in ThoughtSpot or Power BI. You will collaborate cross-functionally to automate data workflows and optimize operational performance. You will also utilize AI and emerging technologies to enhance analytical efficiency, deepen insights, and solve complex data challenges. What You’ll Need to Be Successful What You'll Need to Be Successful You have advanced SQL proficiency including modeling complex datasets and performing deep-dive data audits. You have experience building reports and data models in tools like ThoughtSpot or Power BI. You have a proven ability to connect technical data to business concepts like profitability, operations, and customer engagement. You have experience in Finance, Data, or Business Analytics with a focus on solving business needs. You have technical agility to master new environments and leverage AI tools to streamline workflows and complex analysis. You have advanced proficiency in Excel or Google Sheets for modeling and financial analysis. Nice to Have You have experience with Snowflake or similar data warehouse environments. You have familiarity with Airflow for workflow automation and job scheduling. You have previous experience in FP&A or supporting financial analysts. You have familiarity with GitHub for version control and collaboration. Skills & Education This list includes key skills used in this job but is not inclusive of all skills needed for the role. Please see any required education below. Business Analytics, Deep Dive Analysis, Report Building, SQL, Technical Agility

Requirements

Advanced SQL proficiency including modeling complex datasets and performing deep-dive data audits.
Experience building reports and data models in tools like ThoughtSpot or Power BI.
Proven ability to connect technical data to business concepts like profitability, operations, and customer engagement.
Experience in Finance, Data, or Business Analytics with a focus on solving business needs.
Technical agility to master new environments and leverage AI tools to streamline workflows and complex analysis.
Advanced proficiency in Excel or Google Sheets for modeling and financial analysis.

Nice To Haves

Experience with Snowflake or similar data warehouse environments.
Familiarity with Airflow for workflow automation and job scheduling.
Previous experience in FP&A or supporting financial analysts.
Familiarity with GitHub for version control and collaboration.

Responsibilities

Model and transform data using SQL for BI platforms, financial tools, and ad-hoc analysis.
Partner with Finance and Accounting to provide data-driven perspectives that help refine business logic and strategic goals.
Own the "source of truth" by auditing data logic and driving best practices in data management.
Build and maintain scalable dashboards and reports in ThoughtSpot or Power BI.
Collaborate cross-functionally to automate data workflows and optimize operational performance.
Utilize AI and emerging technologies to enhance analytical efficiency, deepen insights, and solve complex data challenges.

Benefits

Employees (and eligible family members) are covered by medical, dental, vision and more.
Employees may enroll in our company’s 401k plan.
Employees will also be eligible to receive discretionary vacation for exempt team members, paid holidays throughout the calendar year and paid sick leave.
Other compensation includes eligibility for an annual bonus and the potential for restricted stock units based on role.

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