Financial Data Analyst

Summary

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Generous employer-matched 403b savings program
• Company paid: Life insurance, Short- and long-term disability insurance
• Paid time off
• And much more!

Primary Responsibilities

• Collect, clean, and analyze financial and operational data from multiple internal systems; use AI-assisted tools (including Claude) to accelerate data validation, anomaly detection, and cross-source reconciliation
• Develop and maintain advanced financial and operational models in Excel — as a designer, not just a user — and leverage Power BI for visualization and Power Query for automated data transformation
• Build and maintain Power Automate workflows to reduce manual reporting steps, automate data refreshes, and improve operational efficiency across finance functions
• Actively use Claude and other AI tools to generate analytical narratives, draft variance explanations, and identify trends that inform strategic recommendations
• Champion AI adoption within the organization by training colleagues, sharing practical use cases, and developing repeatable AI-assisted workflows that teams can adopt
• Serve as an active participant in NELC’s AI governance framework — contributing to the development of responsible use standards, data policies, and compliance guidelines for AI tools in a healthcare environment
• Contribute to the annual budgeting and quarterly forecasting processes, ensuring alignment with organizational goals and leveraging AI tools to improve accuracy and speed
• Analyze monthly financial results and trends to deliver actionable insights and strategic recommendations to senior management
• Identify trends, variances, and anomalies and communicate findings proactively to stakeholders, using AI-generated summaries and dashboards where applicable
• Structure and analyze large, complex data sets to uncover patterns, trends, and business opportunities
• Perform routine data quality checks and reconciliations to ensure consistency across data, reporting, and outcomes
• Collaborate with internal and external stakeholders to gather requirements, validate data, and ensure accuracy in reporting
• Create clear and compelling presentations and reports based on analytical findings and recommendations
• Design, maintain, and enhance dashboards and visualizations that communicate key metrics across the organization
• Maintain knowledge of applicable regulations and policies, including healthcare finance, reimbursement models, and HIPAA requirements as they relate to data and AI use

Educational and Professional Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field; Master’s degree a plus
• 2–4 years of experience in financial analysis, data analytics, or a similar role; healthcare industry experience preferred
• Demonstrated experience using AI tools (e.g., Claude, Microsoft Copilot, or equivalent) in a professional analytics or finance context
• Proficiency with Microsoft Power Query and Power Automate for data pipeline and workflow automation
• Familiarity with healthcare finance, reimbursement models, or regulatory compliance is a plus

Preferred Skills

• High level of mathematical and analytic ability
• High-level problem-solving skills
• A methodical and logical approach to data and process challenges
• Advanced proficiency in Microsoft Excel (design and modeling, not just data entry)
• Proficient with Microsoft Office suite and Power Platform tools (Power BI, Power Query, Power Automate)
• Practical experience with AI-assisted analytics tools and the ability to prompt, evaluate, and integrate AI outputs responsibly
• Excellent interpersonal, written, and verbal communication skills
• ''It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.''
• Note on AI Governance Participation
• New England Life Care is committed to the responsible adoption of AI across its operations. This role is expected to be an active contributor — not a passive observer — to NELC’s AI governance process. That includes helping to define acceptable use guidelines, evaluating tools for HIPAA compliance, flagging potential data risks, and serving as a trusted resource for colleagues adopting AI in their own workflows. Candidates should bring both enthusiasm for AI’s potential and a clear-eyed understanding of its limitations.
• EOE