Job Description

SUMMARY

The Junior Financial Data Analyst supports financial and operational reporting for the organization role focuses on analyzing trip data, claims, provider payments, member utilization, and cost performance to support operational decision-making.The position combines financial analysis with hands-on data management, using tools such as Excel, Power Query, SQL, and Power BI to build reliable reports and dashboards. This is a career role designed for candidates who are eager to develop strong technical and financial skills in a healthcare services environment.

DUTIES & RESPONSIBILITIES

• Extract and organize data from claims systems, trip management platforms, and financial systems.
• Use Power Query and SQL to clean, transform, and combine large datasets.
• Validate data accuracy and reconcile operational data with financial records.
• Maintain standardized reporting templates and datasets.
• Document data sources, definitions, and reporting processes.
• Build and maintain dashboards in Power BI and Excel to track financial and operational KPIs.
• Automate recurring reports such as trip summaries, mileage reports, and provider payment analysis.
• Assist in improving data refresh processes and reporting efficiency.
• Support self-service reporting for finance and operations teams.
• Analyze trip volume, mileage, reimbursement rates, and provider payments.
• Support monthly close, variance analysis, and financial reporting activities.
• Track and analyze key NEMT performance metrics, including cost per trip, on-time performance, and member utilization.
• Support profitability and contract performance analysis by payor and region.
• Work closely with FP&A, Operations, Provider Relations, and IT teams.
• Respond to data and reporting requests from internal stakeholders.
• Assist senior analysts with ad-hoc analysis and special projects.
• Participate in process improvement initiatives related to data and reporting.

REQUIREMENTS & QUALIFICATIONS

• Bachelor’s degree in finance, Accounting, Economics, Data Analytics, Healthcare Administration, or related field.
• 2–3 years of experience in financial analysis, data analytics, healthcare operations, or related roles.
• Strong proficiency in Microsoft Excel, including pivot tables, Power Query, and advanced formulas.
• Intermediate knowledge of SQL for data querying.
• Experience with Power BI or other visualization tools preferred.
• Interest in healthcare, NEMT, or managed care operations.
• Experience working with large datasets is a plus.

TECHNICAL SKILLS

• Advanced Excel (Power Query, Power Pivot, pivot tables, dynamic formulas)
• SQL (SELECT, JOIN, subqueries, aggregations)
• Power BI or similar visualization tools
• Data modeling and ETL concepts
• Financial modeling and forecasting
• Data validation and reconciliation techniques

COMPETENCIES

• Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
• Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Aligns work with strategic goals.
• Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths and weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
• Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
• Written and Oral Communication - Writes and speaks clearly and informatively in positive or negative situations; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information. Listens and gets clarification.

HOW WE BEHAVE: OUR CORE VALUES

• Collaborative -  We are friendly, and always ready to lend a hand; We are humble, and willing to admit mistakes; We trust our team and use respectful conflict to make decisions.
• Entrepreneurial –  We are personally committed, and hunger for Alivi’s success; We show passion and do more with what we have; We don’t give up and always find ways to get the job done.
• Dynamic –  We gladly welcome change; We are smart, and challenge how things are done. We adapt quickly, and readily embrace new roles, and projects.

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