Senior Technical Analyst, Strategic Financial Operations
About The Position
The Senior Technical Analyst, Strategic Finance Operations leads the design, automation, and optimization of scalable financial operational workflows that reduce manual effort, strengthen financial controls, and improve billing and payment accuracy across all lines of businesses (Judi Care, Judi Group, Judi Health, Capital Equilibrium). This role blends financial expertise with technical problem‑solving, systems thinking, and AI‑enabled automation to modernize Finance Operations while enabling faster, more consistent execution. The analyst partners with Billing + Payment Ops, Treasury, Client Services, Product, and Analytics to build durable logic, validation frameworks, and workflow automation that supports long‑term financial operations excellence.
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, Statistics, Actuarial Science, or Business Administration
- 5+ years in analytics, financial operations, process improvement, pricing, underwriting, accounting, or data analysis (PBM or healthcare preferred)
- Strong proficiency in SQL (Snowflake preferred), Excel, BI tools; comfort working with large datasets and establishing business rules
- Ability to design structured workflows, logic frameworks, and validation processes for operational teams
- Excellent communication and cross‑functional partnership skills; able to explain technical workflows to non‑technical audiences
- Highly organized, adaptable, and capable of managing multiple priorities
- Ability to balance multiple complex projects simultaneously
- Strong understanding of pharmacy pricing
- Exceptional written and verbal communication skills
- Extremely flexible, highly organized, and able to shift priorities easily
Nice To Haves
- Proficiency with Python, Power Query, dbt‑style modeling concepts (logic versioning, modular rules), GitHub, Lean/Six Sigma
- Experience applying AI tools within operational or financial workflows
- Prior PBM or healthcare finance experience
Responsibilities
- Map, analyze, and redesign core Finance Ops workflows—including ancillary and drug‑spend invoicing, payments, and reconciliations—to reduce manual effort and operational risk
- Create future‑state operational workflows that encompass all new LOBs using standardized logic, reusable templates, validation layers, exception handling, and embedded audibility
- Operationalize data logic—define mappings and transformations; automate rules using Snowflake SQL, Power Query/BI, and light Python; establish data‑quality checkpoints and document lineage across billing, reconciliations, audits and adjustments
- Integrate new data inputs into Finance Ops workflows by defining mapping rules, transformation requirements, and data‑quality checkpoints
- Ensure clear data lineage within Finance Ops processes by documenting how inputs flow through billing rules, reconciliations, and adjustments
- Lead system, contract, and program reconciliations across invoicing; ensuring accurate revenue capture and eliminate leakage
- Build KPI dashboards and performance reporting to detect trends, reconcile variances, and identify optimization opportunities
- Deploy AI capabilities (Copilot, Snowflake AI, BI‑embedded AI) to support documentation, validation, exception routing, and insights generation
- Lead reconciliation testing, rollout, and user enablement for new automated workflows
- Maintain version‑controlled repositories for Finance Ops logic (rules, SQL transformations, templates); conduct annual logic review and manage change‑control processes
- Responsible for the adherence to the Capital Rx Code of Conduct including reporting of noncompliance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
