Financial Data Analyst

New England Life Care•Canton, MA

5h•$90,000 - $104,000•Remote

About The Position

New England Life Care (NELC) is seeking a Financial Data Analyst to join their growing team. This role is crucial in transforming complex financial and operational data into actionable insights to support strategic decision-making. The analyst will be responsible for ensuring the accuracy and integrity of all reporting, and will be an active practitioner and champion of AI-assisted analytics. They will leverage tools like Claude, Microsoft Power Query, and Power Automate to drive automation, efficiency, and data quality. The position also involves advancing NELC's broader AI adoption and participating in the organization's AI governance framework. Collaboration with stakeholders across the organization to understand business needs, design analytical solutions, and lead efforts in data collection, reporting, and visualization is key. Although classified as a remote position, occasional travel to a branch location is required. The ideal candidate will have working knowledge of AI analytics and BI dashboards, be able to audit AI-driven systems for regulatory compliance, and demonstrate how they have used AI to strengthen forecasts, variance analysis, and reporting.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field; Master’s degree a plus
2–4 years of experience in financial analysis, data analytics, or a similar role; healthcare industry experience preferred
Demonstrated experience using AI tools (e.g., Claude, Microsoft Copilot, or equivalent) in a professional analytics or finance context
Proficiency with Microsoft Power Query and Power Automate for data pipeline and workflow automation
Familiarity with healthcare finance, reimbursement models, or regulatory compliance is a plus

Nice To Haves

High level of mathematical and analytic ability
High-level problem-solving skills
A methodical and logical approach to data and process challenges
Advanced proficiency in Microsoft Excel (design and modeling, not just data entry)
Proficient with Microsoft Office suite and Power Platform tools (Power BI, Power Query, Power Automate)
Practical experience with AI-assisted analytics tools and the ability to prompt, evaluate, and integrate AI outputs responsibly
Excellent interpersonal, written, and verbal communication skills

Responsibilities

Collect, clean, and analyze financial and operational data from multiple internal systems; use AI-assisted tools (including Claude) to accelerate data validation, anomaly detection, and cross-source reconciliation
Develop and maintain advanced financial and operational models in Excel — as a designer, not just a user — and leverage Power BI for visualization and Power Query for automated data transformation
Build and maintain Power Automate workflows to reduce manual reporting steps, automate data refreshes, and improve operational efficiency across finance functions
Actively use Claude and other AI tools to generate analytical narratives, draft variance explanations, and identify trends that inform strategic recommendations
Champion AI adoption within the organization by training colleagues, sharing practical use cases, and developing repeatable AI-assisted workflows that teams can adopt
Serve as an active participant in NELC’s AI governance framework — contributing to the development of responsible use standards, data policies, and compliance guidelines for AI tools in a healthcare environment
Contribute to the annual budgeting and quarterly forecasting processes, ensuring alignment with organizational goals and leveraging AI tools to improve accuracy and speed
Analyze monthly financial results and trends to deliver actionable insights and strategic recommendations to senior management
Identify trends, variances, and anomalies and communicate findings proactively to stakeholders, using AI-generated summaries and dashboards where applicable
Structure and analyze large, complex data sets to uncover patterns, trends, and business opportunities
Perform routine data quality checks and reconciliations to ensure consistency across data, reporting, and outcomes
Collaborate with internal and external stakeholders to gather requirements, validate data, and ensure accuracy in reporting
Create clear and compelling presentations and reports based on analytical findings and recommendations
Design, maintain, and enhance dashboards and visualizations that communicate key metrics across the organization
Maintain knowledge of applicable regulations and policies, including healthcare finance, reimbursement models, and HIPAA requirements as they relate to data and AI use