Sr. Financial Operations Insights Associate (Remote)

Rula•Los Angeles, CA

3d•$111,520 - $124,640•Remote

About The Position

At Rula, our Financial Operations team plays a key role in making sure providers can focus on care while we keep the business running smoothly. As a Sr. Financial Operations Insights Associate, you’ll focus on building the automated workflows and reporting that keep our day-to-day operations running efficiently. You’ll collaborate directly with team experts to spot bottlenecks, untangle manual processes, and design smarter, more reliable ways of working. If you love making complex workflows run smoothly and want your efforts to directly support our mission of expanding access to mental healthcare, this role will be especially rewarding. You will develop deep foundational knowledge of our financial operations and apply it independently to assigned projects. As well as owning small-scale optimization projects or key technical components of larger, cross-functional initiatives. Your decisions will directly shape individual tasks and broader team assignments. You will 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.

Nice To Haves

Foundational knowledge of Python for basic scripting, data manipulation, or automating repetitive tasks.
Experience collaborating directly with Subject Matter Experts (SMEs) to map operational processes and untangle manual bottlenecks across platforms like Salesforce and Zendesk.
Familiarity with financial, transactional, or billing datasets (e.g., accounts receivable, collections, throughput metrics).
Ability to build well-structured reports and clearly explain what the data means so operational leads can make fast, informed decisions.

Responsibilities

Building automated workflows and reporting to ensure day-to-day operations run efficiently.
Collaborating directly with team experts to identify bottlenecks and untangle manual processes.
Designing smarter, more reliable ways of working.
Developing deep foundational knowledge of financial operations and applying it independently to assigned projects.
Owning small-scale optimization projects or key technical components of larger, cross-functional initiatives.
Collaborating closely with cross-functional peers to align on scope requirements.
Ensuring steady, predictable progress on all data and automation tracks.

Benefits

100% remote work environment
Attractive pay and benefits with full transparency of pay ranges
Comprehensive health benefits: Medical, dental, vision, life, disability, and FSA/HSA
401(k) plan access
Generous time-off policies: Including 2 company-wide shutdown weeks each year for self-care
Paid parental leave: Available for all parents, including birthing, non-birthing, adopting, and fostering
Employee Assistance Program (EAP)
Quarterly department stipend: For fun team-building activities or in-person gatherings
Community and employee resource groups
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