Financial Data Analyst

Pivotal Health•New York, NY

2d•$125,000 - $170,000

About The Position

Pivotal Health is the leading technology platform that helps healthcare providers get paid fairly in an increasingly complex reimbursement landscape. Today, many providers face persistent underpayment from health insurance companies, despite delivering high-quality care. While processes like IDR (Independent Dispute Resolution) were designed to promote fairness, they’re often administrative-heavy, time-consuming, and difficult to navigate without the right tools. Pivotal Health combines software, data, and service into a seamlessly integrated, AI-driven platform that simplifies these complex reimbursement workflows. We help providers efficiently dispute underpaid claims, reduce administrative burden, and recover the reimbursement they’re entitled to; without adding more work to already stretched teams. Our full-service IDR solution is just the starting point. We’re building solutions that enable providers to operate with clarity, control, and confidence across the reimbursement journey. We're looking for a Financial Data Analyst to turn data into clear insights that drive decisions across the business. You'll sit on our Strategy & Analytics team and work closely with Finance, uncovering the signals that show how healthy the business really is. A core part of the role is making finance reporting scalable by replacing manual work with reliable, repeatable datasets and processes. You'll also support invoicing and other finance workflows, making sure the logic behind claims, payments, and fees is complete and accurate. This role is a great fit for someone who loves using data to understand how a business actually works.

Requirements

4+ years of experience in a Financial Data Analyst, or Analytics role
Strong SQL skills and comfort working with large datasets
Experience building dashboards with BI tools (Metabase, Power BI, Tableau, or similar)
Experience working with financial data specifically, not just product/usage data
Strong analytical instincts with the ability to identify trends and anomalies
Comfortable translating ambiguous business questions into structured analysis
Clear communicator who can explain insights to both technical and non-technical audiences
Curious, proactive, and comfortable operating in a fast-moving startup environment

Nice To Haves

Experience supporting finance, operations or revenue teams with reporting
Experience working in healthcare, healthcare payments, or another regulated environment

Responsibilities

Build dashboards that power the business: Create, maintain, and iterate on recurring Finance dashboards and reports, automating wherever possible and keeping underlying queries current.
Validate and reconcile data: Ensure data in the database is correct by reconciling outputs across production systems, Salesforce, Rillet, Metabase, and financial reporting, then investigating and resolving any discrepancies.
Own Finance’s core data models: Maintain data models used for invoicing, revenue reporting, collections, fee payments, refunds, and forecasting.
Keep systems aligned: Coordinate changes across Salesforce, Rillet, production systems, and Finance reporting so IDs connect, each key input has a defined source of truth, and definitions and logic stay consistent.
Build data quality controls: Monitor for data issues and set up controls and alerts that catch upstream breaks, logic changes, or unusual movements before they affect invoices or reporting.