About the RoleWe are looking for a Financial & Data Analyst to join our Finance organization and help us build a scalable, accurate, and automated data foundation. This role bridges Finance, Accounting, and Engineering, ensuring that the data powering our financial models, carrier reporting, billing systems, and management reporting is clean, reliable, and engineered for growth.
If you enjoy owning data pipelines end-to-end, solving messy data problems, and enabling business teams to move beyond spreadsheets, this is an opportunity to make a major impact.
Location: Chicago or New YorkReporting to: Chief Financial Officer
What You'll DoData Engineering & Pipeline Development- Partner with finance and operations teams to understand their data needs and translate them into reliable data models.
- Partner with Engineering to validate, QA, and reconcile data from policy admin systems, billing systems, and operational databases.
- Build and maintain automated pipelines supporting Finance and Accounting (SQL, Python, dbt, or similar tools).
- Develop data models that make financial and operational data reliable, accessible, and well-structured.
Fronting Carrier & Regulatory Reporting- Own the data preparation for monthly reports to insurance partners.
- Ensure data completeness, accuracy, and alignment across sources (policy, claims, billing, accounting).
Billing System Data Preparation & Cleansing- Support a billing system migration/implementation by cleaning, reconciling, and validating large datasets.
- Work closely with Engineering and Finance to align data with billing schemas and business rules.
Analytics Support for FP&A and Accounting- Create data assets enabling self-service dashboards and analytical tools.
- Monitor the data and ensure strong data integrity.
- Investigate data anomalies and help Finance understand operational drivers behind performance metrics.
What You BringRequired- 3+ years of experience as a Data Engineer, Analytics Engineer, BI Engineer, or similar role.
- Strong SQL and Python skills and experience working with relational databases.
- Experience with a cloud data warehouse - BigQuery preferred
- Experience building ETL/ELT pipelines (e.g., dbt, Airflow, Fivetran, custom pipelines).
- Comfort working with messy data, performing cleansing, reconciliation, and QA.
- Analytical mindset with strong attention to detail
- Ability to communicate findings clearly to non-technical stakeholders.
Nice to Have- Experience in insurance, fintech, or financial services.
- Experience supporting data-driven processes in Finance, FP&A, Accounting, or similar business functions.
- Familiarity with financial systems such as ERPs or billing systems.
- Experience with BI tools like Looker, Power BI and Tableau.
- Experience leveraging AI to generate SQL and Python scripts.
Who You Are- You're a builder who enjoys creating structure in ambiguity.
- You're the type who spots data issues before anyone else does - then digs until you find the root cause.
- You love empowering non-technical teams with accurate, reliable data.
- You thrive in cross-functional work between Finance, Accounting, and Engineering.
- This role is open to candidates based in New York or Chicago, IL
Benefits- Salary: $120,000-$170,000
- ISO stock options
- Medical, dental, and vision coverage for you and your dependents
- HSA with company contributions
- 401(k) (non-matching)
- Flexible time off
- 10 company-paid holidays
- Paid family leave
